Customer Service
At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.
Wealthbox is seeking a Customer Success Representative. This role is responsible for helping Wealthbox customers get the most out of our best-in-class CRM platform. You’ll be part of a team that’s focused on ensuring a seamless onboarding experience to maximize customer satisfaction and user adoption.
Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.