Customer Success Manager

Verlo is the AI-native CRM for wealth management. Financial advisors use Verlo to replace the patchwork of tools they hate — our system joins their meetings, writes their notes, updates their CRM, and answers any question about any client instantly. We're growing fast and need someone to own the post-sale experience end to end.

As our Customer Success Manager, you'll be the reason customers stay, expand, and refer. You'll own onboarding, build the playbooks that make it repeatable, and be the connective tissue between what customers need and what we build next.

• Own the full onboarding journey — from signed contract to "I can't imagine going back." Get new advisors live, trained, and seeing value in their first 30 days
• Build and refine onboarding playbooks, training materials, and success milestones so we can scale without losing the white-glove feel
• Run regular check-ins with customers, proactively identify churn risk, and drive adoption of new features
• Be the voice of the customer internally — turn feedback into clear product requests and help the team prioritize what matters most
• Identify expansion opportunities within existing accounts and work with sales to grow revenue

• 2+ years in customer success, onboarding, or account management at a B2B SaaS company, ideally in an SMB motion
• Hands-on experience building onboarding playbooks, success frameworks, or enablement content from scratch
• Comfortable with AI tools and excited about using them in your own workflow. You don't need to be technical, but you should genuinely enjoy learning new software
• Strong written and verbal communication. You'll be leading onboarding calls, writing help docs, and messaging customers in Slack daily
• Organized and process-minded. You see a messy workflow and instinctively want to systematize it

• Experience working with financial advisors, RIAs, or wealth management firms
• Familiarity with CRMs like Redtail, Wealthbox, or Salesforce
• Background at an early-stage startup where you had to build the process, not just follow it
• Experience managing a book of 50–200+ SMB accounts simultaneously

Most CS roles at early-stage companies are reactive — you're fielding tickets and putting out fires. This one is about building the machine. You'll define what great onboarding looks like, create the playbooks the team will run for years, and have a direct line to product. The customers you'll work with are financial advisors who are genuinely excited about what AI can do for their practice — they want to be guided, not sold to.

If you care about craft and want to shape how an entire category of customer gets onboarded, this is that role.