FMG Suite
The Client Success Manager, Scale role is responsible for managing and enhancing the client experience through proactive engagement, personalized support, and continuous process improvements. This position acts as a liaison between clients and internal teams, leveraging client feedback to identify growth opportunities and drive product innovation. The role involves coordinating outreach programs, serving as a product expert, and collaborating on workflow improvements to ensure client satisfaction and mutual success.
Headquarters
Gardena, California, United States
Company Size
201-500 employees
Founded
2011
FMG Suite provides an all-in-one digital marketing and compliant texting platform built for financial advisors, RIAs, and financial enterprises. Its solutions include email and social media marketing, website creation and management, AI-powered content tools, compliant texting via MyRepChat, and testimonial management. The platform is designed to help financial professionals grow their practice, maintain compliance, and connect with clients effectively.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for FMG Suite.