FMG Suite
The Team Lead - Success at Scale leads the Client Success at Scale team, owning the client experience for FMG and Agency Revolution customers. This player-coach role involves coaching Client Success Managers, setting engagement standards, and partnering with cross-functional teams to improve products based on client feedback. The position focuses on driving client satisfaction, retention, and proactive engagement across a large client base.
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.
21% below the average for this role