Senior Customer Success Manager – SaaS & Financial Services – Driving Client Growth, Retention, and Strategic Partnerships at brighthush

About brighthush

brighthush is a trailblazing technology partner in the financial services arena, empowering advisors and wealth managers with cutting‑edge SaaS solutions that streamline operations, enhance client engagement, and unlock new revenue streams. With a mission to democratize financial expertise, brighthush blends data‑driven insights, intuitive design, and a relentless focus on customer success to help professionals deliver exceptional value to their clients. Our culture is built on collaboration, continuous learning, and a shared commitment to excellence—values that resonate across every team, from product to support to sales.

Why Join brighthush?

At brighthush, you’ll be part of a high‑velocity, purpose‑driven organization that thrives on innovation and impact. We champion a flexible, remote-first work model that allows you to balance professional ambition with personal well‑being. Our people are our greatest asset, and we invest heavily in their growth through mentorship, training, and access to industry events. If you’re passionate about building lasting client relationships, driving measurable outcomes, and shaping the future of financial technology, brighthush is the place for you.

Key Responsibilities

• Client Portfolio Management: Own a portfolio of mid‑to‑large enterprise clients, ensuring their success and satisfaction with brighthush’s SaaS platform.
• Strategic Business Reviews: Conduct quarterly business reviews (QBRs) to assess performance, uncover upsell opportunities, and align on future goals.
• Onboarding Leadership: Lead the end‑to‑end onboarding process for new clients, coordinating cross‑functional teams to deliver a seamless transition.
• Retention & Expansion: Develop and execute retention strategies that reduce churn and identify expansion paths within existing accounts.
• Customer Advocacy: Serve as the voice of the customer within brighthush, translating client feedback into product enhancements and service improvements.
• Data‑Driven Insights: Leverage CRM and analytics tools to monitor usage patterns, forecast renewal risks, and report on key success metrics.
• Collaboration with Sales & Product: Partner with sales to identify upsell opportunities and with product to relay market demands and feature requests.
• Process Optimization: Continuously refine customer success workflows, documentation, and training materials to increase efficiency and scalability.

Essential Qualifications

• 2–4 years of proven customer success experience in a SaaS environment, preferably within financial services or related B2B tech sectors.
• Track record of delivering measurable client outcomes—such as increased adoption, reduced churn, or revenue growth.
• Strong communication skills, both written and verbal, with the ability to articulate complex concepts to diverse audiences.
• Excellent organizational and project‑management abilities, capable of juggling multiple priorities and stakeholders.
• Proficiency with CRM platforms (e.g., Salesforce, HubSpot, or similar) and data‑analysis tools.
• Legally authorized to work in the United States or Canada.
• Fluency in English; additional languages are a plus.

Preferred Qualifications

• Experience working with financial advisors, wealth managers, or related professionals.
• Background in account‑based marketing or sales enablement.
• Knowledge of regulatory frameworks affecting financial technology (e.g., SEC, FINRA).
• Certifications in customer success (CSM, CSPO) or related fields.
• Proven ability to lead cross‑functional initiatives and influence senior stakeholders.

Core Skills & Competencies

• Customer‑Centric Mindset: Deep empathy for client challenges and a proactive approach to problem solving.
• Strategic Thinking: Ability to see the big picture while managing day‑to‑day details.
• Analytical Acumen: Comfortable interpreting data to drive decisions and forecast trends.
• Relationship Building: Skilled at cultivating trust and rapport with C‑level executives and operational teams.
• Adaptability: Thrives in a fast‑paced, evolving environment and embraces change.
• Collaboration: Works seamlessly with product, sales, marketing, and engineering to deliver a unified customer experience.

Career Growth & Learning Opportunities

At brighthush, your career trajectory is as dynamic as the industry we serve. As a Customer Success Manager, you’ll have the chance to:

• Progress to Senior Customer Success Manager, Customer Success Director, or VP of Customer Success roles.
• Lead cross‑functional projects that shape product roadmaps and go‑to‑market strategies.
• Participate in leadership development programs, mentorship circles, and industry conferences.
• Earn certifications in customer success, project management, or financial technology.
• Contribute to thought leadership pieces, webinars, and whitepapers that position brighthush as a market authority.

Work Environment & Culture

brighthush embraces a remote‑first culture that empowers you to work from anywhere in the United States or Canada. We provide:

• Fully equipped home‑office stipend to ensure you have the tools you need.
• Regular virtual team‑building events, hackathons, and wellness sessions.
• A transparent, merit‑based promotion system that rewards impact and innovation.
• Inclusive hiring practices and a commitment to diversity, equity, and belonging.

Compensation & Benefits

We offer a competitive total‑compensation package that reflects your experience and the value you bring to brighthush:

• Base Salary: USD 60,000 – 65,000 per year, commensurate with experience.
• Performance Bonus: Up to 15% of base salary based on individual and company metrics.
• Health & Wellness: Comprehensive medical, dental, and vision plans, plus a wellness stipend.
• Paid Time Off: Generous PTO policy, including vacation, sick leave, and personal days.
• Parental Leave: Generous parental leave for new parents, with flexible return‑to‑work options.
• 401(k) with company match, stock‑option plans, and other equity opportunities.
• Professional development budget for courses, certifications, and conferences.
• Employee assistance program and mental‑health resources.

How to Apply

Ready to elevate your career and make a tangible impact on the financial services landscape? Submit your application through our careers portal and join a team that values innovation, collaboration, and customer success. We look forward to exploring how your expertise can help brighthush continue to empower advisors worldwide.