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About the Role

Dispatch is building the first wealth tech data orchestration company, syncing client data across a financial advisor's tech stack to unlock efficiency and choice. As a CSM, you will help clients maximize value from Dispatch by ensuring the best possible experience, building trust, and turning clients into advocates. You will own the implementation, adoption, and value realization for a book of Dispatch's largest clients, who are typically large wealth management firms, custodians, asset managers, and wealthtech companies.

Responsibilities

Own implementation delivery from kickoff through launch, including managing project meetings, driving client accountability, and coordinating internal teams.
Drive client adoption against agreed-upon business outcomes.
Develop deep product and business expertise to become a trusted advisor.
Build and maintain trust across client teams, from executive sponsors to day-to-day operators.
Equip Account Executives with account health, adoption, stakeholder, risk, and value context for renewals and expansions.
Maintain honest and current account plans, including business objectives, adoption hurdles, risks, stakeholder maps, and usage signals.
Provide specific patterns from client accounts to Product and Engineering to influence product development.

Requirements

7+ years in client-facing post-sale roles at B2B technology companies.
5+ years as the primary owner of enterprise client relationships.
Experience owning complex, high-value enterprise accounts with multiple stakeholders and multi-phase implementation cycles.
Experience at an early-stage startup (ideally no later than Series B and no larger than 150 people at the time of joining).
Experience with technical or operationally complex products that move, integrate, or transform data between systems (e.g., API platforms, ETL tools, integration middleware, workflow engines, internal tooling).
Wealth management, wealthtech, asset management, or financial services experience is helpful but not required.
Possess an owner's mindset, feeling personally accountable for client value and experience.
Demonstrate excellent judgment, making sound decisions with incomplete information.
Exhibit clear communication and operational skills, including precise writing, running efficient meetings, and managing projects.
Show client and product curiosity, actively listening and asking questions to understand client needs and product functionality.
Display low-ego resourcefulness, taking initiative in ambiguous situations and owning mistakes.

Skills

Client relationship management
Project management
Product expertise
Technical fluency
Data analysis
Stakeholder management
Communication (written and verbal)
Problem-solving

Location

San Francisco
New York

Work Type

Onsite

Experience Level

Senior
7+ years
5+ years

Benefits

Competitive salary
Equity options
100% company-paid insurance premiums for family coverage (medical, vision, dental)
401K
HSA
FSA
OneMedical membership
HealthAdvocate membership
TalkSpace membership
Teladoc membership
Technology stipend
Unlimited PTO
Paid parental leave

About the Company

The financial advisory industry is a $80T market in the US, facing challenges with technological innovation, particularly in client data management.
Dispatch is building the first wealth tech data orchestration company, syncing client data across a financial advisor's tech stack.
The company aims to unlock the efficiency of integrated software suites while allowing choice of tools.
Dispatch is focused on enabling the best technology experiences for advisors and unlocking the potential of the wealth tech software ecosystem.
The team consists of experienced start-up operators with deep roots in both tech and advisory.
Dispatch is a well-funded company backed by top-tier investors.
The company prioritizes customers and believes a world-class user experience is critical for success.
Dispatch operates with speed, iterates quickly, and maintains a high bar for excellence.

Equal Opportunity

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.