Senior Customer Success Lead – AI WealthTech; Hybrid, Equity
Listed on 2026-10-11
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Customer Service/HelpDesk
Client Relationship Management, Customer Success Management
Location: New York
Otterbrook is seeking a Customer Success Manager for our AI-Native Wealth tech platform in New York. You will own customer relationships from contract signing to renewal, partnering with wealth advisors and attorneys to drive adoption, value, and account growth.
You will lead platform trainings, run strategic reviews, and build trusted relationships across firms, from executives to day-to-day staff, while shaping the product roadmap with customer insights.
We are currently recruiting a Senior Customer Success Lead – AI Wealth Tech (Hybrid, Equity) for our team in New York, NY, United States.
The advertised compensation is 130..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Customer Success Lead – AI Wealth Tech (Hybrid, Equity) role in the description above.
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