New York, New York, United States · Hybrid
About Dispatch We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice …
Skills: Client success, Enterprise account management, Implementation delivery, Technical fluency, Data orchestration
New York, New York, United States · Remote Solely
About Wisdom Wisdom blends industry expertise with advanced technology to make dental practices work better for everyone involved. We believe dentistry is about people, and we exist to make the future of dentistry strong…
Skills: IT Support, Technical Implementation, Systems Administration, VPN, Remote Desktop
New York, New York, United States · On-site
Overview Residential Aide Samaritan Daytop Village operates transitional housing programs for single adults and families experiencing homelessness across all five boroughs of New York City. The Residential Aide supports …
Skills: Client intake, Safety monitoring, Crisis management, Documentation, Conflict resolution
New York, New York, United States · On-site
Overview SP+, a Metropolis company, is an artificial intelligence company for the real world. We use computer vision to enable checkout-free parking experiences. So there’s no fumbling with tickets, machines, apps, or cr…
Skills: Customer service, Cash handling, Transaction processing, Traffic management, Mathematical skills
New York, New York, United States · On-site
We have an opening for a full time RUNNER position. Location: BlackRock - 50 Hudson Yards, 61st Floor, New York, NY 10001. Note: online applications accepted only. Schedule: Full time; Monday through Friday, hours may va…
Skills: Food Service, Sanitation, Safety Compliance, Customer Service, Time Management
New York, New York, United States · On-site
$23/hr–$27/hr
OVERVIEW OF THE COMPANY Fox News Media FOX News Media operates the FOX News Channel (FNC), FOX Business Network (FBN), FOX News Digital, FOX News Audio, FOX News Books, the direct-to-consumer digital streaming services F…
Skills: Communication skills, Research, Broadcast news, Business news, Guest relations
New York, New York, United States · On-site
$20/hr–$21/hr
Your Role at Dollar Tree: As a Merchandise Assistant Manager at Dollar Tree, you’ll join our Store Manager in leading a dynamic team of associates and creating positive experiences for the communities we serve. In this r…
Skills: Retail management, Merchandising, Freight processing, Communication skills, Interpersonal skills
New York, New York, United States · On-site
$69k–$97k/yr
LocationNew York, New YorkShift:Evening (United States of America)Description: Bring Supply Chain Excellence to New Heights At NewYork-Presbyterian Hospital, Supply Chain professionals are redefining the field of supply …
Skills: Supply chain management, Inventory management, Logistics, Medical equipment management, Emergency cart inventory
New York, New York, United States · On-site
$55k–$65k/yr
Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Clients know they can rely on Davis Polk for their most challenging legal and busines…
Skills: Mailroom operations, Customer service, Courier management, Document binding, Office supply management
New York, New York, United States · On-site
$25/hr–$28/hr
Founded in 1860 in Florence as a workshop, shop and subsequently school of watch-making, Panerai is renowned for producing high-precision instruments for the Italian Navy with a pulse on innovation and function. Protecte…
Skills: Sales, Customer service, Luxury retail, CRM, Product knowledge
New York, New York, United States · On-site
$16/hr–$25/hr
Location Address: 1100 Central Ave SE Albuquerque, NM 87106-4930 Compensation Pay Range: Minimum Offer $16.38 Maximum Offer $25.57 Now Hiring: Patient Access Account Specialist Summary: Build your Career. Make a Differen…
Skills: Insurance verification, Authorization, Patient registration, Financial clearance, Benefit analysis
New York, New York, United States · On-site
$75k–$80k/yr
HANAC, Inc. – originally founded by George Douris as the Hellenic American Neighborhood Action Committee – is a New York City-based multi-faceted social services organization. The organization was founded in 1972 to serv…
Skills: Property management, Affordable housing compliance, LIHTC, PBV, HOME program
New York, New York, United States · Hybrid
Job Description: Program Coordinator: Medically Tailored Meals Organization: Rethink Food Location: New York, NY Position Type: 1099 contractor Pay: $20 per hour Hours: 20-35 hours per week ABOUT US Rethink Food is a che…
Skills: Customer service, Communication, Interpersonal skills, Active listening, HIPAA compliance
New York, New York, United States · Remote Solely
● Manage day-to-day administrative tasks (email, calendar, data entry, follow-ups) ● Organize and manage the company inbox, keeping it clean and up to date ● Respond to incoming emails promptly and professionally, escala…
Skills: Administrative Support, Lead Management, Customer Service, CRM Management, Calendar Management
New York, New York, United States · On-site
$25/hr–$25/hr
Beware of Recruitment Fraud: We are committed to protecting job seekers from recruitment fraud. Please be aware that all official communication regarding opportunities with our firm will come exclusively from an email ad…
Skills: Plumbing, Electrical, HVAC, Appliance repair, Carpentry
New York, New York, United States · On-site
$130k–$150k/yr
Beware of Recruitment Fraud: We are committed to protecting job seekers from recruitment fraud. Please be aware that all official communication regarding opportunities with our firm will come exclusively from an email ad…
Skills: Property management, Strategic leadership, Budgeting, Financial reporting, Vendor management
New York, New York, United States · On-site
$58k–$60k/yr
OVERVIEW: The Resident Relocation Coordinator is a key member of the Relocation team. The Resident Relocation Coordinator is responsible for overseeing the daily relocation tasks required at multiple sites while working …
Skills: Relocation coordination, Customer service, Social services, Data collection, Vendor management
New York, New York, United States · On-site
$58k–$60k/yr
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Skills: Relocation coordination, Customer service, Social services, Data collection, Vendor management
New York, New York, United States · On-site
$17/hr–$24/hr
Salary Range $19.61 - $24.51* Job Description: WHO WE ARE: A New York landmark since 1901, Bergdorf Goodman represents the global pinnacle of style, service and modern luxury. With its rich history of showcasing leading …
Skills: Hospitality, Fine dining, Customer service, Attention to detail, Teamwork
New York, New York, United States · On-site
$19/hr–$24/hr
Salary Range $19.61 - $24.51* Job Description: WHO WE ARE: A New York landmark since 1901, Bergdorf Goodman represents the global pinnacle of style, service and modern luxury. With its rich history of showcasing leading …
Skills: Merchandise handling, Order fulfillment, Inventory control, Stockroom organization, Freight processing
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You will own the implementation, adoption, and value realization for a portfolio of large enterprise clients. You will act as a trusted advisor by building deep relationships with stakeholders and partnering with internal teams to ensure product success.
The role requires 7+ years of experience in client-facing post-sale roles at B2B technology companies, with at least 5 years managing complex enterprise accounts. Candidates must have experience with technically complex products involving data integration or middleware and possess an owner's mindset.
We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business. We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We’re an experienced team of start-up operators with deep roots in both tech and advisory. You can learn more about us on our website.
We’re hiring a Client Success Manager to help Dispatch clients get maximum value from our platform through the best possible experience. Done consistently over time, that builds trust, and trust turns clients into advocates for Dispatch. You will own that outcome for a focused book of accounts: getting clients implemented, driving adoption, solving problems, and making sure they get what they bought.
Dispatch’s clients are large wealth management firms, custodians, asset managers, and wealthtech companies. They are complex organizations with multiple stakeholders, high expectations, and workflows that are often manual, time-sensitive, and business-critical. This is a senior, hands-on Client Success role. You will need to understand each client’s business, build trust across their organization, stay close to the details, and bring enough product and technical fluency to explain Dispatch credibly.
Dispatch is a technical product that sits inside our clients’ operating workflows, so this role is highly cross-functional. You will partner closely with Product, Engineering, Product Ops, Solutions, Support, and Sales to diagnose where clients are getting stuck, keep implementations moving, and make sure renewals and expansions have the right account context. You will start with a focused book of accounts and grow into a book of 10–20 clients representing $2–3+ million in ARR as we scale.
Implementation delivery. You run implementation projects from kickoff through launch. You chair weekly project meetings, drive accountability on the client’s side, coordinate internally across Product, Engineering, Product Ops, and Solutions, and keep momentum when projects get messy.
Adoption and value realization. You drive usage against the business outcomes each client bought Dispatch to achieve. You know where every account stands, spot stalled adoption early, and act before risk turns into a renewal problem.
Product and business expertise. You become a trusted advisor by deeply understanding Dispatch, each client’s business, and the workflows they are trying to improve. You can teach the platform, explain technical tradeoffs clearly, recommend the right approach, and help clients make smart decisions about how to use Dispatch.
Stakeholder and account strategy. You build trust across client teams, from executive sponsors to day-to-day operators. You know who supports Dispatch, who resists it, who influences the decision, and what each person needs to move forward. You equip Account Executives with the account health, adoption, stakeholder, risk, and value context they need before renewal and expansion conversations.
Operating rigor and product signal. You keep account plans honest and current: business objectives, adoption hurdles, open risks, stakeholder maps, usage signals, and next steps. You also bring patterns from your accounts to Product and Engineering with enough specificity to separate one-off asks from recurring friction and influence what gets built.
7+ years in client-facing post-sale roles at B2B technology companies, including 5+ years as the primary owner of enterprise client relationships.
Experience owning complex, high-value enterprise accounts, multiple stakeholders, multi-phase implementation cycles, and high expectations.
Experience at an early-stage startup, ideally no later than Series B and no larger than 150 people at the time you joined.
Experience with technical or operationally complex products that move, integrate, or transform data between systems, including API platforms, ETL tools, integration middleware, workflow engines, or internal tooling that syncs data across applications.
Wealth management, wealthtech, asset management, or financial services experience is helpful, but not required and not enough on its own.
Owner’s mindset. You feel personally accountable for the value and experience your clients get from Dispatch. You do the little things, the big things, and everything in between to earn trust over time.
Excellent judgment. You make sound calls with incomplete information. You know when to escalate, when to push back, when to slow down, and when to keep moving.
Clear communicator and operator. You write clearly, speak precisely, run tight meetings, manage projects and action items, and keep clients and internal teams aligned without creating extra noise. You can command a room with senior stakeholders and make complex topics feel clear and manageable.
Client and product curiosity. You listen closely, ask strong questions, and work to understand each client’s business, workflows, and goals. You also want to know how the product works, how systems interact, and how to explain technical concepts clearly.
Low-ego resourcefulness. You bring urgency and ownership to ambiguous situations, make progress when there is no documented answer, own mistakes, assume positive intent, and stay steady when things go sideways.
We’re a highly experienced team with a track record of successfully building together. We’re well-versed in building for the best tech companies and asset managers.
We’re a well-funded company backed by top-tier investors.
We're laser-focused on customers and believe that a world-class user experience is critical for product and business success.
We move fast, iterate quickly, and have a high bar for what “excellent” looks like.
Competitive salary and equity options
High-quality benefits package including 100% company-paid insurance premiums for family coverage (medical, vision, dental).
401K, HSA & FSA plans
OneMedical, HealthAdvocate, TalkSpace, and Teladoc memberships
Technology stipend
Unlimited PTO
Paid parental leave
Office space in San Francisco and New York for in-person working
Dispatch provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Accelerate AUM with the data infrastructure built for advisory.
Dispatch gets revenue moving. Dispatch runs the client and account workflows that drive revenue, on one platform connected across every custodian and tool. Records stay in sync, accounts open faster, advisors quickly transition, and each workflow fits how the firm operates.
Offices: New York City, NY, US
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