Customer Success Manager

Company Description

At AdvizorPro, we're revolutionizing the financial services ecosystem with our cutting-edge B2B contact and company intelligence platform! As an INC 5000 leader, we empower asset managers, Wealthtechs, recruiters, and more with unparalleled data on financial advisors, family offices, and insurance producers. Our high-energy, startup culture is fueled by innovation, collaboration, and a relentless drive to provide world-class solutions to our clients.

Role Overview

Are you passionate about building strong client relationships and driving customer success? AdvizorPro is seeking an experienced Customer Success Manager (CSM) to join our dynamic team and serve as the trusted partner for our growing client base.

In this pivotal role, you’ll oversee the onboarding, adoption, and long-term success of AdvizorPro clients. From helping customers get the most out of our platform to identifying growth opportunities, you’ll play a critical role in ensuring our customers achieve their goals and love working with us!

Key Responsibilities

Customer Retention :

• Monitor customer health scores and proactively address risks of churn.
• Conduct regular check-ins and Quarterly Business Reviews (QBRs) to evaluate client satisfaction and identify areas for improvement.
• Own the customer renewal process, ensuring retention and loyalty.

Onboarding Support :

• Onboard new clients to ensure early and effective adoption of AdvizorPro’s platform.
• Act as the primary advocate for clients during onboarding, bridging communication between internal teams and the customer.

User Adoption :

• Deliver engaging product training sessions to help clients understand features and industry best practices.
• Provide resources and support to drive adoption and long-term value from our platform.
• Collect and communicate client feedback to the product team to guide future enhancements.

Account Expansion :

• Identify and nurture upsell and cross-sell opportunities within the existing customer base.
• Lead renewal discussions, ensuring customer satisfaction and alignment on future goals.

Customer Advocacy :

• Build strong relationships to turn satisfied customers into brand advocates.
• Facilitate testimonials, case studies, and client participation in community events.

Qualifications

• Proven experience (2+ years) in a customer success role, within a SaaS environment.
• Exceptional communication and relationship-building skills.
• Strong problem-solving abilities and a proactive approach to customer challenges.
• Experience in the financial services industry is a plus.
• High level of empathy and a team-first mindset—kindness and collaboration are essential to our culture.
• Ability to thrive in a fast-paced startup environment and work independently when needed.

Benefits – We've Got You Covered!

• Health, dental, and vision insurance
• Life insurance
• 401(k)
• Competitive compensation (base + bonus)
• Generous PTO plan
• WFH Fridays and year-round "Summer Fridays" (office closes at 3 pm!)
• Opportunities for career growth and development
• Team events and celebrations to keep the energy high

Join AdvizorPro!

Apply now to become part of our passionate, innovative team!