Key Client Success Manager
Red Oak · Legal & compliance
Hybrid: Austin HQ; must live near Austin, TX (Austin HQ)
CSMGrowth stage3 insiders to talk to
Still open · posted 2 months ago
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Red Oak
Legal & compliance · Growth stage · HQ Lake Success, NY
What they sell
Compliance review and distribution platform for financial services
Who they sell to
asset managers and financial firms
Intuitive, AI-powered financial services compliance software for RIAs & broker dealers - advertising review, communications surveillance, ++.
Open sales roles (1)
People you can talk to (3)
Current SDRs, AEs, sales engineers and other sales people at Red Oak, confirmed from public search results. Most live in Texas (2), California (1).