Client Success Manager (CSM)
Dispatch · Customer Support
Source: Jobicy
This role’s source listing does not include Hungary as an eligible location.
Dispatch is seeking a senior Client Success Manager to oversee enterprise implementation, account adoption, and long-term value realization for a specialized wealth-tech portfolio.
In this high-autonomy role, the CSM will manage complex, multi-stakeholder relationships within large wealth management and financial technology firms. You will serve as the primary bridge between client requirements and internal engineering and product teams to ensure seamless data orchestration and product adoption.
Why You’ll Love This Role
What You’ll Bring
What You’ll Get
About the Company
Dispatch is a wealth-tech data orchestration firm focused on syncing client data across advisor technology stacks. The company is led by a team of experienced startup operators with deep expertise in both financial advisory and software development.