Customer Success Director Customer Success Director …

in Philadelphia, PA, United States
Permanent, Full time
Last application, 06 May 21
in Philadelphia, PA, United States
Permanent, Full time
Last application, 06 May 21
Posted by:
Pallavi Saitu • Recruiter
Posted by:
Pallavi Saitu
The Customer Success team partners with our customers and users to ensure they are fully leveraging all that MyVest has to offer, from our flagship software platform, the Strategic Portfolio System (SPS), to our delivery of operational services, reporting, training, and more.

We are seeking an experienced Customer Success Director to be part of a fast paced environment where you will be responsible for working directly with our customers to build strong relationships, track and champion key projects and issues, and partner with our teams to ensure the quality delivery of our software and services. This position has high impact and high visibility throughout the organization and requires exceptional organization and communication skills as well as a broad knowledge of the investment services industry and experience with the day-to-day operations of a wealth management platform.

The Opportunity:

  • Join a team creating the next generation of wealth management software.
  • Build strong relationships with our customers while helping ensure they are leveraging all MyVest has to offer.
  • Assist in the capture of customer needs and business requirements and partner with product management to develop feature specifications.
  • Identify revenue opportunities.
  • Track and manage key customer issues and projects, driving solutions to completion and ensuring successful adoption of our platform.
  • Champion release and project schedules, coordinate milestones, report on metrics and provide regular internal, external and executive status updates.
  • Work with QA to support user acceptance testing.
  • Interface with development and customer support teams to find the best solutions.
  • Ensure smooth, dependable delivery of our software products and services.

About You:

  • A results-oriented team player with the ability to work calmly and effectively in a fast-paced environment with changing, as well as competing, needs and priorities.
  • An exceptional communicator with experience interacting directly with customers and users at multiple levels within an organization.
  • Attentive to detail and adept at organizing information and ideas into cohesive, actionable plans.
  • An influential leader, negotiator and consensus builder who is assertive, able to handle conflicts well, and address issues directly through partnership building.
  • Ability to develop project schedules and timelines, and monitor and report on progress toward critical milestones.
  • Able to work with diverse groups of technical and non-technical stakeholders, and gain results while engaging with many levels of staff. 
  • Willing to “get into the weeds” to understand customer business needs and delivery challenges.
  • A problem solver with a consistent ability to follow-through and deliver on commitments.
  • Strong presentation, meeting administration, and team building talents.
  • Broad knowledge of the investment services industry and experience with the day-to-day operations of a wealth management platform.
  • A strong working knowledge of software development and delivery life cycles.

Ideal Experience:

  • Don't worry, we don't expect you to have everything on this list, but the more the merrier!   
  • In-depth experience managing and supporting large, complex customer relationships.
  • Experience managing complex projects with competing priorities, professional service agreements, project delivery, budgets and customer billing.
  • 5+ years of experience in the Investment Services industry supporting the delivery of software and services on a wealth management platform. 

About MyVest

MyVest is a growing fintech company building enterprise SaaS platforms for financial institutions. We’re on a mission to secure the financial future of more families by enabling their advisors to provide personalized wealth management at scale. We’re looking for curious, collaborative people to join us at our bright, open headquarters in the heart of San Francisco’s financial district, and at our satellite offices in Austin and Philadelphia. 

MyVestors get the best of both worlds: the innovative, casual culture of a startup with the stability and resources of a parent company (we’re owned by TIAA). We also offer rich benefits and programs dedicated to your career growth, physical, mental and financial wellness, and work/life balance:

  • Attractive compensation package including annual and long term incentives
  • $1,500 annual professional development budget
  • Generous coverage of medical, dental and vision insurance premiums — for you AND your family
  • 401(k) match
  • 10 weeks paid parental leave* Flexible time off

But wait there’s more!

  • Subsidized financial wellness program
  • Multiple mental health programs
  • Professional coaching program
  • Volunteer time off
  • Robust corporate matching program
  • Monthly wellness dollars
  • Tons of perks

MyVest is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”). Review MyVest's California Consumer Privacy policy.

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