Bilingual Senior Customer Success Manager

CapIntel(4 days ago)

RemoteFull TimeSenior$125,000 - $150,000Customer Success

About this role

CapIntel is a rapidly growing software platform for wealth management enterprises, helping financial advisors explain investment strategies and improve client understanding. The company values innovation and team growth, recognizing achievements with industry awards. They are expanding their team to support their impact across North America.

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Required Skills

Customer Success
Account Management
Bilingual
Training
Cross-functional

About CapIntel

capintel.com

CapIntel is a modern proposal-generation and investment-comparison platform built for wealth management firms and financial advisors. It lets teams compare investment options side-by-side, assemble data-backed client proposals, and produce polished deliverables to support recommendation workflows. Designed for enterprise deployment, CapIntel focuses on robust data, streamlined proposal workflows, and scalability for advisor teams. Firms use it to speed advisor productivity, standardize recommendations, and improve client communications.

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