Verlo is the AI-native CRM for wealth management. Financial advisors use Verlo to replace the patchwork of tools they hate — our system joins their meetings, writes their notes, updates their CRM, and answers any question about any client instantly. We're growing fast and need someone to own the post‑sale experience end to end.

As our Customer Success Manager, you'll be the reason customers stay, expand, and refer. You'll own onboarding, build playbooks that make it repeatable, and be the connective tissue between what customers need and what we build next.

What you'll do

• Own the full onboarding journey — from signed contract to “I can't imagine going back.” Get new advisors live, trained, and seeing value in their first 30 days
• Build and refine onboarding playbooks, training materials, and success milestones so we can scale without losing the white‑glove feel
• Run regular check‑ins with customers, proactively identify churn risk, and ...