Customer Success & Support Jobs at Wealth.com
Wealth.com has 2 open customer success and support roles, 2 of them remote, alongside 14 other open roles.
About Wealth.com
Wealth.com is an estate and tax planning software platform for financial advisors. The AI-powered platform unifies estate and tax planning, enabling advisors to generate legal documents, analyze tax returns, and optimize client strategies. It is used by advisor firms, broker-dealers, and private banks to serve clients ranging from emerging wealth to ultra-high-net-worth individuals.
The open roles
- Client Onboarding Manager: remote, USD 125k to 160k, posted 10 June 2026.
- Technical Support Associate: remote, Junior, posted 2 October 2025.
Also hiring at Wealth.com
Wealth.com is also hiring in engineering (6), product (2), sales and business development (2), design (1), finance and legal (1) and marketing and growth (1).
Its roles are in New York City, NY, US (12), remote (4), San Francisco, CA, US (3) and Tempe, AZ, US (3).
What customer success and support work involves at an early-stage startup
At a pre-seed to Series A startup you are often the whole support function. You answer the inbox, run onboarding calls, and tell engineers which bugs are costing customers. At a large company that work is split across several teams with a script to follow.
Experience level
Open roles by the experience the posting asks for.
Questions people ask
Can these roles be done remotely?
2 of the 2 open customer success and support roles at Wealth.com are remote.
What else is Wealth.com hiring for?
Engineering, product, sales and business development, design, finance and legal, and marketing and growth: 13 more roles.