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leafplanner
Actively Hiring
Platform for families and wealth advisors to engage, educate, and prepare for a succession11-50 Employees
  • Responds within three weeks
    Based on past data, leafplanner usually responds to incoming applications within three weeks
  • B2C
  • B2B
  • Early Stage
    Startup in initial stages
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Jobs at leafplanner

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Client Success Manager

NewPosted 2 weeks ago

Client Success Manager

  • 4+ years in a Customer Success, Account Management, or Client Support role, ideally at a B2B SaaS company; experience serving high-touch, high-expectation clients (wealth management, legal, financial services, or similar) strongly preferred.
  • Demonstrated ability to build or mature a support/CS function — not just execute within an exis...
Onsite or remote • Salt Lake City • Remote (Denver, Colorado) • Remote (Utah, United States)
$65k – $85k • No equity
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