Customer Success & Onboarding Analyst

About Wealthbox

Wealthbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. We serve thousands of financial advisors with modern, AI-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use.

The Role

Wealthbox is looking for a motivated, detail-oriented Analyst to join our Customer Success and Onboarding team. In this role, you’ll be the connective tissue between our customers, internal teams, and product, helping ensure enterprise clients have a smooth onboarding experience and that nothing falls through the cracks after they’re live. This is an ideal role for someone early in their career who thrives in a fast-paced environment, communicates clearly, and takes ownership of the details.

What You’ll Do

• Own post-meeting action items and follow-up communications to ensure customers feel supported and informed after every touchpoint.
• Monitor and respond to incoming team emails and support tickets, triaging requests and routing them to the appropriate teams.
• Keep onboarding and success projects on track by monitoring task completion, flagging blockers, and maintaining up-to-date status across active accounts.
• Partner with Support/Success, Product and Engineering to keep communication flowing when advocating for customer and team needs, translating feedback into clear, actionable requests.
• Maintain accurate records of customer interactions, project milestones, and team workflows, and deliver status updates to leadership and enterprise stakeholders, communicating progress, risks, and key milestones to support visibility and accountability across major initiatives.

What You Bring

• 1-2 years of experience in an operations or project coordination role (internships count!)
• Strong written and verbal communication skills. You can write a clear, professional email and know how to follow up without being pushy
• Highly organized with a knack for juggling multiple priorities without dropping the ball
• Comfortable working cross-functionally and building relationships across teams
• Proactive by nature – you spot what needs to happen next and take action
• Familiarity with CRM tools, project management software, and ticketing systems is a plus
• Experience or interest in the financial services or fintech space
• Exposure to SaaS onboarding or customer success workflows
• Comfort working in a remote/hybrid environment and managing your own schedule

Work Schedule

• Weekdays, during business hours
• No travel required (fully remote)

Benefits

• Competitive compensation
• Comprehensive health plan coverage
• 401k plan
• Paid time off