Nevis
Customer Success Manager
New York · On-site · Manager · Full-time · Posted Dec 23, 2025
- Experience
- 4+ years in strategy consulting or client-facing roles within high-growth tech companies.
About the job
Manage customer relationships and adoption of Nevis’s AI-powered wealth management products, while channeling user feedback to the Product team.
What you'll do
- Own customer relationships from onboarding through advanced product use; monitor and drive engagement.
- Research customer needs, introduce products and features, and help customers understand and use them.
- Collect and deliver product feedback and customer insights to relevant stakeholders and company leaders.
What they ask for
- 4+ years of experience in strategy consulting or client-facing roles within high-growth tech companies.
- Excellent communication skills and exceptional EQ.
- Practical problem-solving ability.
Nice to have
- Based in the United States and willing to travel.
- Prior experience building tech products or in the Wealth Management industry.
AI focus
Supports the development of AI-powered wealth management solutions by sharing customer insights and feedback with AI engineers, researchers, designers, and the Product team.
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