Customer Success Executive (Remote)

Kapitalwise Inc. provides an AI-enabled client acquisition and retention platform tailored for financial advisors. By leveraging its innovative solutions, Kapitalwise simplifies the process of connecting financial advisors with pre-qualified investor leads and provides tools to streamline marketing and business operations. The platform includes an Engagement Builder, offering automated insights, pre-approved financial marketing resources, and campaign creation tools. Additionally, Kapitalwise’s Connect Widgets enable users to align financial products with client goals while creating monetization opportunities for publishers and influencers. Kapitalwise is dedicated to empowering financial professionals with solutions that drive growth and enhance client trust.

Role Description

This is a remote Customer Success Executive role. The role involves ensuring customer satisfaction and retention by maintaining strong relationships, addressing inquiries, and p...