Product Success Specialist
$312,000–$312,000 year
HybridDenver, Colorado, United States
Job Summary
Build and run onboarding playbooks to accelerate SMB customer activation and drive initial workflow adoption. Proactively monitor a large portfolio of accounts to identify configuration opportunities, then conduct targeted advisory sessions that deepen product utilization. Track leading and lagging adoption metrics to develop data-driven strategies and playbooks in collaboration with GTM and Product leadership. Partner with Product to optimize in-product UX flows and work with Implementation and Marketing to create scaled training content. Collaborate with Sales and Account Management to identify expansion opportunities within existing customers.
Required Qualifications
- 3+ years experience in implementation, activation, scale customer success, or similar
- Experience managing a high-volume book of business in a scale, SMB, or similar segment
- Creative, systematic thinker: You continuously think about how to scale or automate workstreams over time
- Proactive problem solver: You identify trends and use them to uncover improvement opportunities and standardize best practices. You identify data and reporting that would uncover new insights and direct our approach
- Builder mentality: You are adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment
- Strong interest in AI and how it will transform wealth management and financial services
- This role is based in the Denver area
- requires a hybrid work schedule (2-3 days in office)
- Background and reference checks required as part of onboarding
Desired Qualifications
- Prior experience in a wealthtech/fintech company or financial services firm is a big plus
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