Customer Success Specialist

Location: Remote (U.S. Preferred)

About Knomee

Knomee is building the behavioral intelligence platform for wealth management.

We help financial advisors build deeper client relationships by understanding the people behind the portfolios. Our platform combines behavioral science, AI, and thoughtful product design to Chelp firms create more personalized advice, stronger engagement, and better client outcomes.

We're an early-stage company creating a new category. Every customer matters. Every implementation teaches us something. Every successful customer helps us build a better company.

We're looking for our first Customer Success Specialist to help customers adopt Knomee, realize value quickly, and become long-term advocates.

The Opportunity

As Knomee's first Customer Success Specialist, you'll work directly with the CEO to ensure every customer has an exceptional experience—from onboarding through adoption, renewal, and expansion.

You'll become the primary point of contact for our customers, helping them achieve meaningful outcomes while serving as the voice of the customer inside the company. You'll identify what's working, where customers get stuck, and how we can continuously improve.

This is a hands-on role for someone who enjoys solving problems, building relationships, and doing whatever it takes to help customers succeed.

What You'll Own

You'll own the day-to-day customer experience and help build the foundation of Knomee's customer success function.

Specifically, you will:

  • Lead customer onboarding and implementation from kickoff through launch.

  • Build trusted relationships with advisors and customer stakeholders.

  • Drive customer adoption and proactively identify risks to success.

  • Lead customer meetings, manage follow-up, and ensure commitments are completed.

  • Support pilots, renewals, and opportunities to expand customer relationships.

  • Build onboarding guides, playbooks, and customer success resources.

  • Capture customer feedback and communicate actionable insights to Product and Engineering.

  • Continuously improve customer onboarding, implementation, and support processes.

At an early-stage company, responsibilities evolve. If something helps customers succeed, you'll help make it happen.

How Success Is Measured

Success in this role is measured by customer outcomes—not activity.

Your success will be reflected in:

  • Faster onboarding and time-to-value.

  • Increased customer adoption and engagement.

  • Higher customer satisfaction, retention, and expansion.

  • Successful pilots that become long-term customers.

  • Customer insights that improve the product and customer experience.

  • More consistent and scalable customer success processes.

If customers aren't realizing value from Knomee, we haven't succeeded.

What We're Looking For

We're looking for someone who enjoys working with customers, takes ownership naturally, and thrives in a fast-moving environment.

You likely bring:

  • 3–6 years of experience in Customer Success, Implementation, Account Management, or another customer-facing B2B SaaS role.

  • Experience onboarding and supporting enterprise software customers.

  • Excellent communication and relationship-building skills.

  • Strong organization, attention to detail, and follow-through.

  • A proactive, problem-solving mindset.

  • The ability to recognize patterns and communicate customer insights clearly.

  • Comfort working cross-functionally with leadership, Product, and Engineering.

  • A willingness to learn, adapt, and help wherever needed.

Experience in wealth management, fintech, or enterprise SaaS is a plus.

How You Work

You are:

  • Customer-focused and naturally curious.

  • Proactive, resourceful, and dependable.

  • Comfortable taking ownership without waiting for direction.

  • Organized enough to manage details while keeping the bigger picture in mind.

  • Collaborative, humble, and eager to learn.

  • Energized by building something from the ground up.

You don't expect someone else to solve problems first. You identify what needs to happen, take initiative, and follow through.

Growth Opportunity

This role is the foundation of Knomee's customer success function.

As the company grows, strong performance will create opportunities to take on broader ownership across customer success, enterprise implementations, account expansion, and team leadership. Growth will be based on demonstrated impact—not tenure.

Why Join Knomee

We believe the future of wealth management is more human. Knomee helps advisors understand the people behind the portfolios so they can deliver advice that's more personal, more meaningful, and more impactful.

Join us in building technology that puts clients—not products—at the center of financial advice.