Director of Customer Success

Job overview

The Director of Customer Success role is onsite, with two days per week in the Loop in Chicago, IL. The expected salary range is $140,000 to $150,000 per year, depending on experience and qualifications. The role supports a wealth management technology platform scaling through an active acquisition strategy. The director owns partner firms’ success after onboarding, helping ensure continued platform adoption, service expansion, and advisor satisfaction. The role establishes adoption measures, leads ongoing education and feature rollout conversations, addresses adoption gaps through configuration or training, and serves as the primary post-onboarding relationship owner.

What you'll do

• Own the handoff from onboarding completion to ongoing advisor success
• establish and track platform adoption measures
• build a cadence of continuing education, feature rollouts, and expansion conversations
• address adoption gaps through workflow configuration, training, or platform functionality
• translate platform capabilities into business outcomes
• manage partner-firm satisfaction and net promoter score
• stay current on platform features and adjacent wealth management solutions.

What we're looking for

Skills & competencies

director of customer success

chicago il

gulf coast automation group

wealth management technology

customer success

platform adoption

partner firms

advisor satisfaction

account relationships

workflow configuration

continuing education

$140k-$150k

onsite

two days per week

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance
• 401(k)
• paid time off.

Why this role

Leads post-onboarding customer success for a wealth management technology platform; onsite two days per week in the Loop; role requires U.S. work authorization without current or future visa sponsorship.

About the employer

Gulf Coast Automation Group is hiring for this role. Industry: Custom Computer Programming Services. Sector: 54.