Senior Manager, DAF Client Experience

Job Summary

A company is looking for a Senior Manager, DAF Client Experience.

Key Responsibilities:

• Lead client support and ensure timely, accurate responses to inquiries
• Manage onboarding for new advisor partners and maintain billing processes
• Coordinate operations between teams and implement process improvements

Required Qualifications:

• Bachelor's degree with 8-10+ years of experience in wealth management or fintech operations
• Proven track record in client success or partner management
• Solid understanding of philanthropic giving and donor-advised funds
• Hands-on experience with billing and financial operations in a B2B environment
• Experience in a startup or high-growth setting, contributing to scalable processes