Customer Success Manager

Halo Investing
Chicago, Illinois
Job Type


About Us:

Named by Fast Company in its Top 10 Most Innovative FinTech Companies, Halo Investing is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial advisors, wealth managers and RIA’s access to structured notes, buffered ETFs, and annuities. By delivering the best pricing and execution to the clients it serves, Halo is changing the world of investing by democratizing the protective investment marketplace.


In October 2021, Halo announced that it raised over US $100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.


Halo is based in Chicago, with offices in Zurich, Abu Dhabi, and Singapore. We’ve balanced tremendous growth with strong company culture to create a uniquely motivated, dynamic, and proactive team. Above all, we value collaboration, communication, and passion!


About the Role:

Halo is hiring a Customer Success Manager whose mission is to drive effectiveness and efficiency on our rapidly scaling Customer Success team. A customer success manager plays a vital role in ensuring that our customers fully leverage the value of Halo’s consumption-based technology solutions. In this role, you will be responsible for client relationships through the post-sale processes of implementation, training, adoption, and enablement. You will partner with our customers to help define customer success objectives, strategies, and tactics for implementing processes that scale.


Primary Responsibilities:

  • Maintain client engagements in a defined Halo sales channel. Partner with relationship management to create go-live and ongoing client enablement and support. Serve as a key escalation point from the customer support team.
  • Demonstrate and educate customers on how to use our technology in a manner that is tailored to their specific workflow and use case.
  • Define and optimize Halo’s client life cycles, including the timing and content of touchpoints to drive optimal adoption.
  • Cross-Functional Coordination: Serve as an internal champion by facilitating Halo’s internal client requests as they pertain to both product and marketing.
  • Develop operational playbooks that define how we launch products and clients in Halo’s sales channels.
  • Conduct business reviews and create success plans with your clients to align our solutions to their needs, share product roadmaps, and review milestones.
  • Maintain Halo’s Customer Success tech stack for your assigned client channel.


Required Education and Experience:

  • 6+ Years of professional experience in customer success or account management within a technology setting.
  • An interest in Financial Markets and a strong analytical skillset.
  • Comfortable interfacing with clients and solving problems with an innovative solution.
  • Ability to adapt and change your strategy quickly based on new information.
  • Current Series 7 license or willingness to complete within 90 days of hire.



  • Competitive Compensation
  • Comprehensive Medical and Dental
  • 401k Program
  • Unlimited PTO
  • Paid Parental Leave
  • Flexible Hybrid WFH Environment
  • Fun & Exciting work environment, including free snacks and onsite team activities
  • Flexible and highly collaborative work environment


Halo Values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us at:

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