Customer Success Manager

Location: Hybrid (Midtown Atlanta, Monday-Thursday in office; Friday remote) Employment Type: Full-timeAdvizorPro is a fast-growing SaaS company powering sales and marketing teams in the financial services space. We work with asset managers, wealthtech platforms, and service providers to help them identify, connect with, and convert their ideal customers.We are seeking a Customer Success Manager with 3-5 years of experience in SaaS"”ideally with a background in the wealthtech or asset management space. This role is ideal for someone who is proactive, detail-oriented, and passionate about delivering meaningful client outcomes.Key ResponsibilitiesOwn the end-to-end client experience post-sale, including onboarding, support, training, and renewalsDevelop strong, trusted relationships with clients and act as their strategic advisorDrive product adoption, usage, and measurable value for each accountIdentify opportunities for account expansionServe as the internal voice of the customer, regularly sharing feedback with product and operations teamsManage a dynamic book of accounts with a high degree of responsiveness and professionalismQualifications3-5 years of experience in Customer Success, Account Management, or a similar client-facing role at a SaaS companyExperience in or familiarity with the wealth management, wealthtech, or asset management space is strongly preferredExcellent communication, relationship management, and problem-solving skillsAbility to manage multiple accounts, prioritize effectively, and work independently in a fast-paced environmentStrong client-first mindset with a proven track record of delivering results and building long-term relationshipsHigh level of initiative and ownership"”comfortable working in a growing, evolving organizationWhat We OfferHybrid work ***** Midtown Atlanta office Monday-Thursday; remote on FridaysGenerous paid time off401(k) planComprehensive health, dental, and life insurance coverageA collaborative, supportive team culture focused on growth and performanceThe opportunity to join a rapidly scaling company with meaningful impact and visibility

Created: 2025-04-28