Client Success Manager

Invest with Roots•Atlanta, GA

13d

About The Position

Roots is a wealth-building platform built on a simple belief: everyone deserves a real path to financial growth, and that path should feel achievable. We create simple, accessible ways for people to participate in ownership and invest in real assets, making wealth-building more engaging and within reach. Today, Roots is a growing ecosystem that combines an investment platform, financial tools, and education to support long-term financial progress. We’re already helping a rapidly growing community take meaningful steps toward building wealth, and we’ve seen that when the experience feels intuitive and rewarding, people actually stick with it. That’s what we’re continuing to build. We’re looking for a Client Success Manager to own the partner journey from launch through long-term success. You’ll coordinate launches, train partner ambassadors, lead activation sessions, and work cross-functionally to ensure every partner is set up for success. You’ll also help manage the technical setup behind each launch, from validating launch assets and enrollment flows to ensuring every digital touchpoint is ready before go-live. This role sits at the intersection of relationship management, project execution, and member engagement. After launch, you’ll work closely with partners and the Roots team to drive enrollment, increase participation, solve problems, and help organizations achieve meaningful outcomes for the communities they serve. At the end of the day, your job is simple: help our partners succeed and create an experience that keeps them coming back.

Requirements

3+ years of experience in Client Success, Account Management, Program Management, Community Engagement, Customer Success, or a related field
Experience managing multiple client or partner relationships simultaneously
Strong presentation, facilitation, and training skills
Excellent written and verbal communication skills
Exceptional organizational skills and attention to detail
Experience coordinating cross-functional projects and launches
Comfortable using CRM, project management, and reporting tools
Ability to balance process, accountability, and relationship-building
Passion for helping people achieve meaningful financial outcomes

Responsibilities

Own the partner onboarding experience from kickoff through launch
Review and validate launch assets, including landing pages, enrollment materials, communications, and member resources
Manage launch timelines and pre-launch checklists to ensure every detail is completed before go-live
Coordinate with Product, Marketing, Finance, and Operations teams to proactively resolve issues before launch
Serve as the primary point of contact throughout the onboarding and launch process
Train partner ambassadors, program leads, case managers, and community champions on the Roots Growth platform
Equip partners with the resources, messaging, initial marketing materials and confidence needed to support members throughout the program
Build strong relationships with key champions inside each partner organization
Develop and deliver engaging virtual trainings and onboarding sessions
Lead virtual activation sessions designed to maximize enrollment and engagement from Day 1
Guide members through enrollment and answer questions in real time
Partner with client stakeholders to drive participation and attendance
Monitor launch performance and quickly address barriers to enrollment
Own partner success after launch with a focus on enrollment, activation, engagement, and retention
Monitor cohort performance and identify opportunities to improve participation and outcomes
Partner closely with the Roots Experience Team to support members and resolve questions quickly
Proactively identify enrollment challenges, engagement trends, and areas of friction
Develop action plans to improve activation and participation when metrics fall below expectations
Lead Day 14 and Day 30 partner check-ins focused on outcomes, impact, and next steps
Capture member success stories and feedback to fuel future launches and build a library of testimonials that show the real impact of the work
Develop ongoing engagement strategies that encourage continued participation and future member and partner growth
Deliver an exceptional partner experience rooted in Unreasonable Hospitality
Anticipate partner needs and communicate proactively
Help partners understand and measure the impact of Roots Growth within their organization
Support partner retention and repeat cohort participation