Feathery

• Own Feathery’s SEO content strategy—identifying the topics, keywords, and buyer intents worth ranking for across wealth management and insurance. • Research, write, and publish high-quality content: pillar pages, solution and use-case pages, comparison content, and blog posts. • Optimize existing pages and site structure to grow rankings, organic traffic, and conversion. • Partner with product, design, and go-to-market to ground content in real customer workflows and turn traffic into pipeline. • Track performance against rankings, traffic, and pipeline goals, and use those results to sharpen strategy over time. • Help shape how Feathery shows up in AI-driven and answer-based search as the channel evolves.

• Prospect and develop new enterprise accounts across key verticals (e.g., insurance) • Reach out to prospects via email, phone, and LinkedIn • Experiment with messaging, targeting, and channels to generate new opportunities • Attend industry conferences and events to build relationships and source pipeline • Own pipeline generation strategy and continuously refine outbound approaches • Manage the full sales cycle from initial outreach through close • Handle inbound and referred leads and convert them into qualified opportunities • Conduct discovery to understand customer needs and business challenges • Deliver tailored demos and presentations for different stakeholders • Navigate complex buying processes and multi-stakeholder deals • Help define and refine sales playbooks, positioning, and processes • Partner with product and engineering to communicate customer needs and influence roadmap • Collaborate with marketing on campaigns and demand generation initiatives • Contribute to product launches and go-to-market strategy

• Own technical scoping, proof-of-concepts, and onboarding for key customers • Partner with customers to design and implement complex workflows on the Feathery platform • Guide customers through best practices for building scalable, maintainable solutions • Support deployments and ensure successful adoption across teams • Work with sales during the evaluation process to demonstrate technical capabilities • Translate customer requirements into tailored product solutions • Build demos and prototypes that showcase Feathery’s flexibility and power • Serve as a trusted technical advisor to prospects and customers • Act as the voice of the customer, surfacing insights and feature requests to product and engineering • Create technical content such as example applications, documentation, and guides • Help customers and internal teams better understand platform capabilities • Contribute to improving onboarding and implementation workflows • Help define best practices for solutions engineering at Feathery • Contribute to hiring and mentoring future team members • Improve internal processes, tooling, and playbooks as the team scales

• 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 • 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 • Work with clients to design and implement efficient workflows for client onboarding, account opening, advisor transitions, compliance, and client servicing • Identify opportunities to eliminate manual processes and improve operational efficiency • Document client workflows, implementation processes, and integration requirements

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.

• Prospect and develop new enterprise accounts across key verticals (e.g., insurance) • Reach out to prospects via email, phone, and LinkedIn • Experiment with messaging, targeting, and channels to generate new opportunities • Attend industry conferences and events to build relationships and source pipeline • Own pipeline generation strategy and continuously refine outbound approaches • Manage the full sales cycle from initial outreach through close • Handle inbound and referred leads and convert them into qualified opportunities • Conduct discovery to understand customer needs and business challenges • Deliver tailored demos and presentations for different stakeholders • Navigate complex buying processes and multi-stakeholder deals • Help define and refine sales playbooks, positioning, and processes • Partner with product and engineering to communicate customer needs and influence roadmap • Collaborate with marketing on campaigns and demand generation initiatives • Contribute to product launches and go-to-market strategy

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

• Prospect and develop new accounts by educating contacts on how Feathery can automate their workflows • Reach out to prospects via email, LinkedIn, and phone • Experiment with different audiences, messaging, and channels to generate enterprise opportunities • Take ownership of pipeline generation strategies and continuously improve performance • Manage inbound interest from prospective customers • Qualify leads to determine fit and prioritize opportunities • Conduct discovery conversations to understand customer challenges and goals • Maintain detailed notes and insights on prospects • Hold Zoom and in-person meetings with prospective customers • Learn the product deeply and deliver tailored demos for different personas • Clearly communicate Feathery’s value proposition in a compelling, customer-centric way • Help build and refine outbound playbooks and sales processes • Collaborate with marketing, product, and leadership on go-to-market initiatives • Contribute insights from prospects to inform product development and positioning • Support product launches and new initiatives with customer-facing input