Feathery

Role Description As a Client Success Manager (CSM) at Feathery, you will collaborate directly with advisory firms to help them transform and optimize key operational workflows, including: - Client onboarding and account opening - Advisor transitions and repapering - CRM data mapping and client data management - Compliance and operational processes - Client servicing workflows You will serve as the primary partner for new and existing Feathery clients throughout their implementation and ongoing platform usage. Your success will be measured by client satisfaction, successful integrations, platform adoption, and long-term client retention. What You Will Do - Client Implementation & Integration Success - Participate in the end-to-end onboarding and implementation process for new Feathery clients - Ensure successful integration of Feathery with client systems including CRMs, custodians, and operational platforms - Manage project timelines, integration milestones, and launch readiness - Serve as the primary point of contact during implementation and early platform adoption - Ensure clients launch successfully and are positioned for long-term success - Client Success & Relationship Management - Function as a trusted advisor to wealth management firms using Feathery - Maintain ongoing relationships with key client stakeholders including operations, technology, and leadership teams - Monitor client engagement and platform usage to ensure adoption and satisfaction - Proactively identify opportunities to improve client workflows and expand platform usage - Partner with clients to help them achieve measurable operational improvements - Workflow & Process Optimization - Work with clients to design and implement efficient workflows for: - Client onboarding - Account opening - Advisor transitions and repapering - Compliance and regulatory data collection - Client servicing and operational requests - Identify opportunities to eliminate manual processes and improve operational efficiency - CRM Data Mapping & Client Data Organization - Partner with clients to structure and standardize client data within Feathery - Assist with CRM field mapping and data architecture across platforms - Ensure data is captured and organized to support scalable workflows - Coordinate with Feathery’s technical team to support integration and data synchronization - Cross-Functional Collaboration - Collaborate with engineering, product, and technical teams to support client integrations - Translate client operational needs into clear technical requirements - Provide client feedback to product teams to help shape future platform enhancements - Client Training & Enablement - Train client operations and advisor teams on how to effectively use Feathery - Deliver onboarding sessions, workflow walkthroughs, and best practice guidance - Help clients maximize automation and operational efficiency - Documentation & Process Development - Document client workflows, implementation processes, and integration requirements - Contribute to Feathery’s growing library of implementation playbooks and best practices - Help refine scalable implementation and Client success processes as the company grows Qualifications - Experience working with RIAs, broker-dealers, custodians, or wealth management technology platforms - Strong understanding of advisor operations, onboarding, and account opening workflows - Experience in Customer Success, Implementation, Solutions, or Account Management in B2B SaaS - Ability to translate operational workflows into technical solutions - Effective communication and relationship management skills - Comfortable working cross-functionally with product and engineering teams Bonus - Experience working with workflow automation, integrations, APIs, or data platforms - Experience supporting regulated industries and compliance-heavy environments - Experience helping build or scale a Customer Success function from scratch - Background in high-growth B2B SaaS companies Benefits - Competitive compensation and equity - HRA health plan - Unlimited PTO - Retirement: 401(k) plan - A supportive, low-ego team that values ownership and growth - Company offsites to connect and recharge

Role Description As Feathery grows, our largest customers are expanding their usage across workflows, teams, and business units. We’re hiring a Strategic Account Manager to own and grow our most important enterprise relationships. This role is ideal for someone who thrives in complex account environments, enjoys building executive relationships, and can drive both retention and expansion in a consultative, high-touch setting. You’ll play a key role in shaping how we manage and grow enterprise accounts, while directly influencing revenue and long-term customer success. This is a high-ownership role that blends: - Strategic account management and relationship ownership - Revenue growth through expansion and renewals - Cross-functional collaboration with Solutions Engineering, Product, and Leadership - Customer strategy, planning, and execution You’ll act as the quarterback for your accounts — ensuring customers achieve meaningful outcomes while identifying opportunities to expand Feathery’s impact across their organization. Qualifications - 7+ years of experience in enterprise SaaS sales, account management, or strategic account roles - Proven track record of growing enterprise accounts through expansion and renewals - Experience managing complex, multi-stakeholder organizations - Strong executive presence and ability to build trust with senior stakeholders - Experience closing and expanding $100k–$1M+ ARR deals, including multi-year agreements - Strategic thinker with the ability to connect customer outcomes to commercial opportunities - Highly collaborative and comfortable working cross-functionally - Strong problem-solving skills with a focus on delivering measurable business impact - Builder mindset with excitement to help define and scale a new function Requirements - Experience in financial services (insurance or wealth management) - Experience supporting enterprise customers in regulated industries - Familiarity with workflow automation, integrations, or data platforms - Experience in a high-growth B2B SaaS environment Benefits - Competitive compensation and equity - HRA health plan - Unlimited PTO - Retirement: 401(k) plan - A supportive, low-ego team that values ownership and growth - Company offsites to connect and recharge Company Description Feathery automates data intake workflows for enterprise companies across financial services, including insurance and wealth management. Customers use Feathery to power mission-critical workflows like underwriting, client onboarding, account openings, and more. With rapid revenue growth and increasing enterprise adoption, we’re scaling our go-to-market team to deepen relationships with our most strategic customers and expand our footprint within key accounts.

Role Description As Feathery grows, we’re engaging with more enterprise customers who require a consultative, high-touch sales process. We’re hiring an Enterprise Account Executive to drive revenue growth and help define our enterprise sales motion. This role is ideal for someone who thrives in a full-cycle sales environment, enjoys building pipeline, and wants to play a key role in shaping the go-to-market strategy of a fast-growing B2B SaaS company. This is a high-ownership role that blends: - Full-cycle enterprise sales (outbound + inbound) - Pipeline generation and deal execution - Strategic, consultative selling - Cross-functional collaboration with product, marketing, and leadership You’ll own the entire sales process — from sourcing opportunities to closing deals — while helping define how Feathery scales its enterprise revenue engine. Qualifications - Experience selling SaaS in enterprise deals ($100k–$1M+ ARR) - Track record of high achievement in quota-carrying roles - Strong consultative selling skills and ability to engage senior stakeholders - Excellent communication and storytelling abilities with high customer empathy - Experience building pipeline through outbound prospecting - Builder mindset with a desire to shape processes and strategy - Highly motivated, resilient, and comfortable operating in a fast-paced environment - Passion for understanding customer problems and helping solve them Requirements - Experience selling into financial services or other regulated industries (bonus) - Existing network within insurance, wealth management, or related verticals (bonus) - Experience selling complex or technical products (bonus) - Experience attending or sourcing pipeline through industry conferences (bonus) - Background at a high-growth B2B SaaS company (bonus) Benefits - Competitive compensation and equity - HRA health plan - Unlimited PTO - Retirement: 401(k) plan - A supportive, low-ego team that values ownership and growth - Company offsites to connect and recharge

Role Description As Feathery grows, customer success is becoming a core differentiator — especially within insurance, where workflows are complex, regulated, and business-critical. We’re hiring a Founding Customer Success Manager to build and own our CS function for insurance customers, including brokers and carriers. This role is ideal for someone who understands the insurance landscape and thrives in building processes, owning customer relationships, and driving long-term success. You’ll act as a strategic partner to customers while ensuring successful implementations, strong adoption, and expansion across accounts. This is a high-ownership role that blends: - End-to-end customer lifecycle ownership (post-sale through renewal) - Implementation and workflow design for insurance use cases - Strategic account management across brokers and carriers - Building processes, playbooks, and the foundation of a CS function You’ll own the full post-sale journey — partnering with sales during handoff, working closely with solutions engineering during implementation, and driving long-term success across enterprise insurance accounts. Qualifications - 3–4+ years of experience in Customer Success, Implementation, Solutions, or Account Management in B2B SaaS - Experience working with insurance brokers, carriers, or within the insurance ecosystem - Strong understanding of insurance workflows (e.g., underwriting, onboarding, policy management) - Experience managing enterprise, multi-stakeholder accounts - Strong ability to translate technical products into clear business outcomes - Highly organized and comfortable managing multiple implementations - Excellent communication skills and executive presence - Comfortable operating in fast-moving, early-stage environments - Strong cross-functional collaborator with a high-ownership mindset Requirements - Own onboarding and implementation for insurance brokers and carriers - Partner with customers to design and optimize workflows such as underwriting, onboarding, and policy servicing - Ensure successful deployment of complex, regulated insurance workflows - Collaborate with Solutions Engineering on technical implementations - Act as the primary point of contact and trusted advisor for insurance customers - Build relationships with stakeholders across operations, underwriting, and leadership teams - Drive product adoption, retention, and expansion across accounts - Own renewals and partner with sales on upsell opportunities - Support executive-level conversations for strategic accounts - Represent the voice of insurance customers internally - Work closely with Product and Engineering to surface feedback and influence roadmap priorities - Help resolve customer challenges and ensure a high-quality experience - Define and track customer success metrics (adoption, usage, health scores, retention) - Build scalable CS processes, documentation, and playbooks tailored to insurance customers - Proactively identify risks and address them early - Lay the foundation for the CS function, including workflows, standards, and future team structure - Contribute to hiring and mentoring as the team grows Benefits - Competitive compensation and equity - HRA health plan - Unlimited PTO - Retirement: 401(k) plan - A supportive, low-ego team that values ownership and growth - Company offsites to connect and recharge

Role Description As Feathery continues to grow, we’re engaging with more—and larger—organizations looking to modernize their workflows. We’re hiring a Sales Development Representative (SDR) to help drive pipeline generation and shape the foundation of our sales motion. This role is ideal for someone who thrives in a fast-paced environment, enjoys building from the ground up, and is excited to play a key role in a high-growth B2B SaaS company. This is a high-ownership role that blends: - Outbound prospecting and pipeline generation - Inbound qualification and customer engagement - Experimentation across messaging, channels, and audiences - Cross-functional collaboration with sales, marketing, and product You’ll play a key role in building our revenue engine — from developing outbound strategies to helping define how we position Feathery in the market. Qualifications - Strong communication skills with the ability to engage and build trust quickly - High level of empathy and ability to tailor messaging to different personas - Track record of high achievement in previous roles (academic, professional, or extracurricular) - Builder mindset with a desire to help create and refine systems from the ground up - Highly motivated, resilient, and comfortable navigating ambiguity - Passion for understanding customer problems and helping solve them - Enjoy meeting new people and building relationships - Excited to be part of a fast-growing startup and help build the revenue function Requirements - Experience with outbound prospecting or cold outreach (calls, email, LinkedIn) - Experience in a B2B SaaS sales or go-to-market role - Familiarity with CRM tools and outbound sales tooling - Background in financial services or workflow-heavy industries Benefits - Competitive compensation and equity - HRA health plan - Unlimited PTO - Retirement: 401(k) plan - A supportive, low-ego team that values ownership and growth - Company offsites to connect and recharge