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We're building the modern alternative to a family office by delivering sophisticated financial management to HNW families through a combination of white-glove service coupled with AI-driven efficiency.\r\nBacked by Fieldcrest Ventures, we are preparing to launch with 100 founding families in January 2026. This is your chance to be part of the founding team who will define not just a company, but an entirely new category of financial service.\r\n\r\nThe role\r\nAs Director of Customer Success, you will be the curator of exceptional experiences for America's most successful families. This is not a traditional customer success leadership role. 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We're assembling a team of builders—people who will own and shape the future of financial services.\r\nIf you're ready to design the luxury experience that redefines what affluent families expect from financial services, we'd love to talk.\r\n\r\nLearn more about CORVIDA: https://www.corvida.net/\r\n","price":"$250,000/year","unit":"per year","currency":null,"company":"Workable","language":"en","online":1,"infoType":1,"biz":"jobs","postDate":"1758818536000","seoName":"director-of-customer-success","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://us.ok.com/en/city-tennessee/cate-cust-service-facing/director-of-customer-success-6384877265177912/","localIds":"31254","cateId":null,"tid":null,"logParams":{"tid":"38f63a17-e9a6-4dcb-937c-8e676564f46a","sid":"6a5d7e84-4b17-4014-a3ee-ba56fd15799b"},"attrParams":{"summary":null,"highLight":["Define luxury financial service standards","Lead 100+ clients with high-touch AI efficiency","Shape new category of financial services"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Job Type","value":"Full-time","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Workplace type","value":"Onsite","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"Nashville,Tennessee","unit":null}]},"addDate":1758818536341,"categoryName":"Customer Service - Customer Facing","postCode":null,"secondCateCode":"call-center-customer-service","kycTag":null,"pictureUrls":null,"isFavorite":false},{"category":"4000,4068,4071","location":"Nashville, TN, USA","infoId":"6384877259136312","pictureUrl":"https://uspic1.ok.com/post/image/fc2dfa4f-dccd-4b5b-b64c-e4037dc4d35f.jpg","videos":null,"title":"Customer Success Manager","content":"\r\nCORVIDA is reimagining how affluent families manage their finances. 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Customer Service - Customer Facing in Tennessee
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Customer Service - Customer Facing
Tennessee
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Location:Tennessee
Category:Customer Service - Customer Facing
Director of Customer Success63848772651779120
Workable
Director of Customer Success
CORVIDA is reimagining how affluent families manage their finances. We're building the modern alternative to a family office by delivering sophisticated financial management to HNW families through a combination of white-glove service coupled with AI-driven efficiency. Backed by Fieldcrest Ventures, we are preparing to launch with 100 founding families in January 2026. This is your chance to be part of the founding team who will define not just a company, but an entirely new category of financial service. The role As Director of Customer Success, you will be the curator of exceptional experiences for America's most successful families. This is not a traditional customer success leadership role. This is an opportunity to design and deliver the "11-star experience" that transforms how affluent families think about financial lives, ensuring every interaction feels bespoke while scaling elegantly through intelligent systems. The opportunity Experience Architect – You'll define the service standard that distinguishes CORVIDA from every other financial service—making family office quality accessible and modern. Luxury at Scale Pioneer – You'll prove that Hermès-level service can scale through intelligent design and technology without losing its soul. Category Creator – Your work will establish the experiential benchmarks for an entirely new category of financial services. Culture Guardian – As a founding team member, you'll embed luxury service DNA into every aspect of how CORVIDA operates. You will Define what luxury means in financial services—creating experiences that rival private banking, five-star hospitality, and personal concierge services Design the end-to-end client journey from first impression through lifetime advocacy, ensuring every touchpoint reflects premium quality Build service standards that make family offices feel outdated and overpriced Architect the perfect blend of high-touch human moments and invisible AI efficiency Lead a team of Customer Success Managers who embody luxury service while managing 100+ clients each Create scalable systems that deliver Ritz-Carlton consistency with Silicon Valley efficiency This role is equal parts luxury brand architect, operational innovator, and team builder. Requirements Premium service DNA 7-10 years leading client experience in luxury environments—private banking, five-star hospitality, luxury retail, or ultra-premium consumer brands Proven track record designing and scaling "white-glove" experiences for affluent clientele Deep understanding of what drives loyalty among affluent individuals Experience managing teams delivering personalized service at scale Track record of maintaining premium quality while achieving operational efficiency Leadership and vision Obsessive about experiential details—you notice things others miss Systems thinker who can codify intuitive service excellence into repeatable processes Technology embracer who sees AI as enabling more humanity, not replacing it Data-driven optimizer who measures sentiment, satisfaction, and moments of delight Natural teacher who can transmit luxury service standards to growing teams Who you are This role is ideal for a luxury experience leader who: Has designed customer experiences at brands known for exceptional service Understands that true luxury is invisible effort creating effortless experiences Believes premium service means anticipating needs, not just responding to them Can translate the intangible feeling of "special" into concrete operational standards Gets excited about democratizing luxury through intelligent design You're NOT someone who Thinks luxury means complicated or inefficient Sees scale and personalization as incompatible Needs to rely on large teams to deliver quality Confuses expensive with exceptional Benefits $250,000 OTE (base + performance compensation) Comprehensive health, vision, and dental coverage Opportunity to define luxury service for a new generation Direct collaboration with serial entrepreneurs and industry innovators Join us CORVIDA is not hiring employees. We're assembling a team of builders—people who will own and shape the future of financial services. If you're ready to design the luxury experience that redefines what affluent families expect from financial services, we'd love to talk. Learn more about CORVIDA: https://www.corvida.net/
Nashville, TN, USA
$250,000/year
Customer Success Manager63848772591363121
Workable
Customer Success Manager
CORVIDA is reimagining how affluent families manage their finances. We're building the modern alternative to a family office by delivering sophisticated financial management to HNW families through a combination of white-glove service coupled with AI-driven efficiency. Backed by Fieldcrest Ventures, we are preparing to launch with 100 founding families in January 2026. This is your chance to be part of the founding team who will define not just a company, but an entirely new category of financial service. The role As a Customer Success Manager at CORVIDA, you will be the orchestrator of exceptional experiences for high net worth families. This is not a traditional account management role. This is an opportunity to deliver concierge-level service that makes complex financial management feel effortless. The opportunity White-Glove Standard – You'll be the reason families experience CORVIDA as truly exceptional, not just efficient. Service Innovation – Your insights will help shape how AI can enhance rather than replace human connection. Client Retention – Your relationships ensure founding families become lifelong advocates. You will Partner with a dedicated CPA to deliver seamless financial services support Serve as the primary point of contact for all non-tax service needs Coordinate bill payment, vendor management, and administrative tasks Ensure Anticipate needs and proactively solve problems before they arise Bridge communications between clients, their CPA, and external advisors This role is as much about exceptional service intuition as it is about flawless execution. Requirements Experience and skills 2-3+ years in customer success, account management, or premium service delivery Experience serving affluent clientele or managing high-value relationships Exceptional written and verbal communication skills Strong organizational abilities with meticulous attention to detail Comfort with financial terminology Service excellence mindset Anticipatory service approach – thinking three steps ahead Grace under pressure when clients need urgent assistance Technology-forward – embraces AI tools that enhance service delivery Emotional intelligence to read between the lines of client needs Who you are This role is ideal for a service professional who: Has delivered exceptional experiences in luxury hospitality, private banking, or premium brands Thrives on making complex things simple for clients Wants to serve sophisticated families without the traditional hierarchies Sees technology as enabling better human connection, not replacing it Values building something new over maintaining the status quo You're NOT someone who Is intimidated by wealthy clients or financial complexity Prefers rigid 9-to-5 schedules over client-first flexibility Needs detailed scripts rather than using judgment Views service as subservient rather than strategic Benefits $120,000 OTE (base + performance compensation) Comprehensive health, vision, and dental coverage Professional development opportunities Access to cutting-edge service delivery technology Learn more about CORVIDA: https://www.corvida.net/
Nashville, TN, USA
$120,000/year
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