Senior Enterprise Customer Success Leader – Remote, Driving Growth, Adoption, and Value for Financial Services Clients

About brighthush

At brighthush, we’re redefining how financial advisors and wealth‑management firms serve their clients. Leveraging cutting‑edge artificial intelligence, our platform automates routine advisory tasks, unlocks deeper insights, and frees advisors to focus on what matters most: building lasting relationships. With a growing community of over 5,000 firms, brighthush is the trusted partner that turns conversations into completed work, accelerates operational efficiency, and fuels revenue growth.

Our mission is simple yet ambitious: transform the financial services industry through intelligent automation and data‑driven insights. We’re a venture‑backed, high‑growth team that thrives on innovation, collaboration, and a relentless focus on customer success. Every role at brighthush is an opportunity to shape the product, influence the company’s trajectory, and leave a lasting impact on an entire industry.

Why Join brighthush?

• Impact at Scale: You’ll work with the largest and most strategic clients—large RIAs, broker‑dealers, banks, and other financial services firms—directly influencing their operational excellence and growth.
• Leadership & Growth: Lead a high‑caliber Enterprise Customer Success team, build processes that scale, and mentor future leaders.
• Innovation Culture: Collaborate with product, engineering, and sales to shape the roadmap, ensuring our platform delivers maximum value to enterprise customers.
• Competitive Compensation: Base salary of $180,000‑$220,000 plus equity, comprehensive benefits, and a culture that rewards high performance.
• Remote Flexibility: Work from anywhere in the United States (AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI).

Key Responsibilities

As the Head of Enterprise Customer Success at brighthush, you will own the entire post‑sales journey for our most valuable accounts. Your role blends strategic vision with hands‑on execution, ensuring that every enterprise customer realizes measurable value and growth.

Build & Lead the Enterprise CS Team

• Recruit, mentor, and develop a small but high‑performing team of Enterprise Customer Success Managers (CSMs).
• Set a high bar for industry credibility, customer engagement, and product expertise.
• Coach the team through complex, multi‑stakeholder engagements, providing actionable feedback and clear growth paths.
• Define the operating model, strategy, and metrics that will scale as the function expands.

Drive Product Adoption & Utilization

• Ensure customers adopt and use brighthush’s platform following best practices and optimal patterns.
• Develop a repeatable methodology to proactively guide stakeholders on maximizing platform value.
• Identify opportunities to expand usage within existing accounts, driving upsell and cross‑sell.

Own Customer Outcomes

• Set and track metrics tied to adoption, utilization, retention, and expansion.
• Own the team’s impact on value realization, expansion, and renewals.
• Partner closely with Sales to coordinate account strategies that deepen engagement and generate revenue.

Engage with Senior Stakeholders

• Build and deepen relationships with senior executives at strategic accounts.
• Step into critical moments to unblock adoption, reinforce value, and act as a trusted advisor on modernizing advisory operations.

Design & Refine Playbooks

• Create and refine customer engagement and best‑practice playbooks that enable consistent, effective team performance.
• Establish clear performance metrics and drive accountability through data‑informed decisions.

Cross‑Functional Collaboration

• Collaborate with Sales, Product, Engineering, and Solutions to align on customer needs and deliver cohesive solutions.
• Synthesize feedback from your team and customers to influence the product roadmap, advocating for workflows and features that matter most to enterprise wealth firms.

Essential Qualifications

• 8+ years of experience in enterprise customer success, strategic consulting, client advisory, or a similar role.
• 4+ years of direct people leadership, building and managing high‑performing teams.
• Prior experience in wealthtech, fintech, or a financial services firm is a significant plus.
• Executive credibility: You speak the language of senior stakeholders in financial services firms and earn trust across the organization.
• Operational rigor: You build frameworks and systems that engineer customer outcomes and manage change.
• Fluency in modern customer success motions—onboarding, implementation, product activation, value realization, and engagement.
• Comfort operating in a fast‑paced, ambiguous, high‑growth environment, balancing strategic initiatives with hands‑on execution.
• Strong interest in AI and its transformative impact on wealth management and financial services.

Preferred Qualifications

• Experience leading enterprise customer success in a SaaS environment.
• Track record of driving adoption, expansion, and renewal metrics.
• Background in data‑driven decision making and analytics.
• Knowledge of regulatory and compliance frameworks in financial services.

Career Growth & Learning Opportunities

At brighthush, we believe in continuous learning and career progression. As the Head of Enterprise Customer Success, you will:

• Shape the future of our customer success organization and influence company strategy.
• Mentor and develop future leaders, creating a legacy of high‑performance talent.
• Gain exposure to product, engineering, and sales leadership, broadening your skill set.
• Participate in executive‑level discussions, shaping the direction of the company.
• Access to ongoing training, industry conferences, and professional development resources.

Work Environment & Culture at brighthush

Our culture is built on collaboration, low ego, and a shared commitment to excellence. We value:

• Sharpness: Fast decision‑making without cutting corners.
• Hungry: A self‑starter mindset that celebrates teammates’ wins.
• Adaptability: Embracing change and pivoting gracefully.
• Resilience: Bouncing back stronger from obstacles.
• Curiosity: Asking the questions others miss and exploring for fun.

We foster an inclusive environment where diverse perspectives drive creativity and innovation. Our remote-first approach means you can work from anywhere in the U.S., supported by the latest tools and a collaborative virtual community.

Compensation & Benefits

We offer a competitive total rewards package designed to attract and retain top talent:

• Base Salary: $180,000‑$220,000, commensurate with experience.
• Equity: Equity grant as part of your offer, aligning your success with the company’s growth.
• Health & Wellness: 100% employee premium coverage for medical (UnitedHealthcare Select Plus), 99% coverage for dental (Guardian) and vision (Guardian/VSP), and a $1,500 annual dental benefit.
• Financial: 401(k) plan via Guideline with pre‑tax and Roth options, low‑cost Vanguard funds.
• Time Off: Unlimited PTO, paid sick time, 11 paid holidays, and generous parental leave (12 weeks paid for birthing parents, 6 weeks for non‑birthing parents).
• Work‑From‑Home: MacBook laptop, Google Workspace, Slack, Zoom, and all necessary tools.
• Additional Perks: FSA match up to $500/year, continuous learning budget, and a culture that rewards high performers after six months.

Logistics & Application Process

This is a fully remote position available to candidates residing in the following U.S. states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI.Apply for this job