Client Success Manager (CSM)

About Dispatch We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business. We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We’re an experienced team of start-up operators with deep roots in both tech and advisory. You can learn more about us on our website. About the role We’re hiring a Client Success Manager to help Dispatch clients get maximum value from our platform through the best possible experience. Done consistently over time, that builds trust, and trust turns clients into advocates for Dispatch. You will own that outcome for a focused book of accounts: getting clients implemented, driving adoption, solving problems, and making sure they get what they bought. Dispatch’s clients are large wealth management firms, custodians, asset managers, and wealthtech companies. They are complex organizations with multiple stakeholders, high expectations, and workflows that are often manual, time-sensitive, and business-critical. This is a senior, hands-on Client Success role. You will need to understand each client’s business, build trust across their organization, stay close to the details, and bring enough product and technical fluency to explain Dispatch credibly. Dispatch is a technical product that sits inside our clients’ operating workflows, so this role is highly cross-functional. You will partner closely with Product, Engineering, Product Ops, Solutions, Support, and Sales to diagnose where clients are getting stuck, keep implementations moving, and make sure renewals and expansions have the right account context. You will start with a focused book of accounts and grow into a book of 10–20 clients representing $2–3+ million in ARR as we scale. What you'll own Implementation delivery. You run implementation projects from kickoff through launch. You chair weekly project meetings, drive accountability on the client’s side, coordinate internally across Product, Engineering, Prod uct Ops, and Solutions, and keep momentum when projects get messy. Adoption and value realization. You drive usage against the business outcomes each client bought Dispatch to achieve. You know where every account stands, spot stalled adoption early, and act before risk turns into a renewal problem. Product and business expertise. You become a trusted advisor by deeply understanding Dispatch, each client’s business, and the workflows they are trying to improve. You can teach the platform, explain technical tradeoffs clearly, recommend the right approach, and help clients make smart decisions about how to use Dispatch. Stakeholder and account strategy. You build trust across client teams, from executive sponsors to day-to-day operators.