Location: Hybrid (Midtown Atlanta, Monday-Thursday in office; Friday remote)
Employment Type: Full-time
AdvizorPro 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 Responsibilities
Own the end-to-end client experience post-sale, including onboarding, support, training, and renewals
Develop strong, trusted relationships with clients and act as their strategic advisor
Drive product adoption, usage, and measurable value for each account
Identify opportunities for account expansion
Serve as the internal voice of the customer, regularly sharing feedback with product and operations teams
Manage a dynamic book of accounts with a high degree of responsiveness and professionalism
Qualifications
3-5 years of experience in Customer Success, Account Management, or a similar client-facing role at a SaaS company
Experience in or familiarity with the wealth management, wealthtech, or asset management space is strongly preferred
Excellent communication, relationship management, and problem-solving skills
Ability to manage multiple accounts, prioritize effectively, and work independently in a fast-paced environment
Strong client-first mindset with a proven track record of delivering results and building long-term relationships
High level of initiative and ownership-comfortable working in a growing, evolving organization
What We Offer
Hybrid work environment: Midtown Atlanta office Monday-Thursday; remote on Fridays
Generous paid time off
401(k) plan
Comprehensive health, dental, and life insurance coverage
A collaborative, supportive team culture focused on growth and performance
The opportunity to join a rapidly scaling company with meaningful impact and visibility