Customer Success Manager
About The Position
As a Customer Success Manager at CORVIDA, you will be the orchestrator of exceptional experiences for high net worth families. This is not a traditional account management role. This is an opportunity to deliver concierge-level service that makes complex financial management feel effortless. The opportunity White-Glove Standard – You'll be the reason families experience CORVIDA as truly exceptional, not just efficient. Service Innovation – Your insights will help shape how AI can enhance rather than replace human connection. Client Retention – Your relationships ensure founding families become lifelong advocates. You will Partner with a dedicated CPA to deliver seamless financial services support Serve as the primary point of contact for all non-tax service needs Coordinate bill payment, vendor management, and administrative tasks Ensure <15 minute response times for routine requests Anticipate needs and proactively solve problems before they arise Bridge communications between clients, their CPA, and external advisors This role is as much about exceptional service intuition as it is about flawless execution.
Requirements
- 2-3+ years in customer success, account management, or premium service delivery
- Experience serving affluent clientele or managing high-value relationships
- Exceptional written and verbal communication skills
- Strong organizational abilities with meticulous attention to detail
- Comfort with financial terminology
- Service excellence mindset
- Anticipatory service approach – thinking three steps ahead
- Grace under pressure when clients need urgent assistance
- Technology-forward – embraces AI tools that enhance service delivery
- Emotional intelligence to read between the lines of client needs
Responsibilities
- Partner with a dedicated CPA to deliver seamless financial services support
- Serve as the primary point of contact for all non-tax service needs
- Coordinate bill payment, vendor management, and administrative tasks
- Ensure <15 minute response times for routine requests
- Anticipate needs and proactively solve problems before they arise
- Bridge communications between clients, their CPA, and external advisors
Benefits
- $120,000 OTE (base + performance compensation)
- Comprehensive health, vision, and dental coverage
- Professional development opportunities
- Access to cutting-edge service delivery technology
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
