Client Success Coach

The Client Success Coach supports the Client Service Team’s efforts to increase advisor adoption of the platform. They provide advisors with a fully customized, consultative onboarding approach to ensure advisors receive the information and training to effectively implement the product into their current workflow.  The Client Success Coach works with Planning, Marketing, and Data Support teams to provide a one stop resource for an advisor new to the platform. 



  • Makes proactive calls to successfully on-board new clients
  • Work with each advisor to sculpt a fully custom onboarding schedule based on CRM data and an initial welcome call with the advisor
  • Execute on the agreed-upon onboarding training, monitoring progress and advisor satisfaction throughout and adjusting the training schedule and topics as needed
  • Provides best practices webcasts and coaching calls to advisors
  • Provides personalized coaching on marketing and general business strategies as they relate to eMoney applications
  • Acts as a liaison between internal business units to provide clients appropriate business solutions and strategies
  • Provides all follow-up communication to assigned clients
  • May provide training venue support for Training Specialists
  • May provide event venue support for tradeshows and business partner events
  • Comprehend and communicate technical, industry, and product-specific concepts
  • Maintains command of new enhancements to the system and key features of new partners launched on the eMoney platform



  • Bachelor’s degree or equivalent work experience preferred
  • Proven success within customer service oriented role
  • Minimum of 2 years of experience with consultant type work or training role
  • Moderate level of understanding regarding financial concepts
  • Previous experience working with financial technology preferred



  • Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiences
  • Ability to work independently and as part of a geographically dispersed team
  • Must be self-motivated and know when to escalate or seek guidance
  • Ability to manage multiple projects and tasks simultaneously
  • Detail-oriented and able to accomplish a wide variety of tasks in a fast-paced environment
  • Working knowledge of MS Office suite
  • Strong interpersonal and verbal/written communication skills
  • Strong organization skills and time management skills
  • Customer focus and adaptability to different personality types
  • Ability to present complex information to a variety of audiences

Meet Some of eMoney's Employees


Technical Lead

Together with his team of developers, Dan builds new and improved financial planning tools so that eMoney Advisor’s clients can better manage their books of business.


Relationship Manager

Nicole works with eMoney's enterprise clients, assisting them with the initial implementation of eMoney's technology, then offering continued support to ensure success.

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