Director Of Customer Success (Remote)
Director Of Customer Success OneVest Canada
About OneVest
OneVest is a financial technology company on a mission to power theworld’s wealth. We offer a comprehensive Wealth Management TechnologyPlatform platform that enables enterprises to expand their product...
About OneVestOneVest is a financial technology company on a mission to power theworld’s wealth. We offer a comprehensive Wealth Management TechnologyPlatform platform that enables enterprises to expand their productcapabilities, enhance distribution, streamline front, middle, and backoffice operations all while extending innovative investor andadvisor experiences.
OneVest offers a first of its kind Wealth API,white-label apps, an advisor and portfolio manager platform, and assetmanagement services.
OneVest is backed by notable investors, including : OMERS Ventures, Fin Capital, Deloitte Ventures, Pivot Investment Partners,FJ Labs and many more.
About The RoleReporting to the Senior Director of Operations, the Director of CustomerSuccess is a key role in the implementation, delivery, and maintenance ofOneVest’s enterprise B2B customer’s pre-launch Go-to-Market (GTM) andpost-launch Business as Usual (BAU) lifecycles.
This role is primarilyresponsible for making sure the enterprise customers leveraging OneVest’splatform to run their business have what they need to be successful before,during, and after their launches.
As this function continues to develop, itwill be supported by a world-class team of implementation managers,customer success specialists, and others to help realize the Director’svision.
What You’ll Be Doing : Set the vision for OneVest’s customer success initiatives, processesand culture from conceptualization to delivery, measurement andmaintenanceLearn, do and document in a hands-on capacity, with the goal ofestablishing best practices that can then be delegated to an empoweredteamDrive successful outcomes for the Go-to-Market (GTM) implementation andBusiness as Usual (BAU) programs across active customers in both Canada andthe United StatesBuild and lead an exceptional team to deliver engaging customerexperiences, including recruitment, providing regular coaching andmentorship, and measuring performance of the team and individualsCollaborate with customers on customer commit product builds to ensuredelivery of these features meets their business needsWork closely with Sales, Product, Operations, and Executive teams toensure healthy, happy customer relationships from kick-off to delivery andbeyondInfluence customer lifetime value by identifying and deliveringsolutions that leverage existing or new OneVest modules orfunctionalityAct as a key resource in addressing any customer escalations, shouldthey occur, and handling resolution with humility and integrityQualifications : 8+ years of experience in wealth management and / or wealthtechnologyBachelor’s degree or equivalent in a related field : businessadministration, commerce, or operations managementExperience in digital transformation and software adoption projects inwealth management or asset management firmsThorough knowledge of the operational landscape in the wealthmanagement industry including stakeholders, service providers, andincumbentsDemonstrable experience with bringing a 6-12 month financial technologyimplementation project to market and the maintenance thereofafterwardsStrong and effective program management skills including but notlimited to : planning, time management, communication, and negotiationProven experience in team leadership and effective communication bothacross distributed teams and between all levels of an organization fromjunior roles to the C-suiteSkilled in operational improvements including analysis and improvementof processes, problem-solving and delegationProfessional familiarity with regulatory and compliance requirementsrelated to the wealth management industry in Canada, the US, or bothBonus : Work experience at modern wealth tech firmExperience launching technology programs or projects across bordersand / or in different international marketsWritten proficiency in Canadian FrenchCompensation : $100,000-130,000 CAD, depending on experience, plus participation in anemployee stock option purchase program (ESOP)What It’s Like To Work With Us : Culture : It’s fun, rewarding, face-paced and we build cool stuff, too! Learn morehere : https : / / www.
onevest.com / company / cultureVacation : 5 weeks of vacationFlexibility : A flexible, dog-friendly, hybrid workingenvironmentHealth & Wellness : Comprehensive Group Health,Dental and Vision Benefit Plan right from the startEquity : Employee Stock Option Purchase PlanOpportunity : An environment where you are recognizedand growth opportunities are availableSound like a good fit?
Apply today!Don’t meet every single requirement? We encourage you to applyanyways. At OneVest, we’re dedicated to building a diverse,inclusive, and authentic workplace.
If you’re excited about this role butyour past experience doesn’t align perfectly with every qualification inthe job description, we would still like to review your resume.
You may bejust the right candidate for this or other roles. Show more Show lessTagged as : remote, remote job, virtual, Virtual Job,virtual position, Work at Home, work from home
When applying state you found this job on Pangian.com Remote Network.
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