Fieldcrest Ventures
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/
– 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/