Customer Success Manager Job at AdvizorPro, Atlanta, GA

OEFodTVHUnl0Y3BiazFjeFk2bHZCZ2cv
  • AdvizorPro
  • Atlanta, GA

Job Description

  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

Job Tags

Full time, Remote job,

Similar Jobs

Premier Transportation

CDL A Local Truck Driver - $0.65 CPM + $15 Stop Pay - Home Daily Job at Premier Transportation

Premier Transportation is looking for CDL Class A tractor trailer drivers to make Dedicated deliveries. Our drivers are assigned a Freightliner tractor and are Home Daily . Schedule: Mon - Fri Peak Season Nov-Dec must be willing to work 6 days a week. Will...

Hillview Consulting Solutions

Email Marketing Coordinator Job at Hillview Consulting Solutions

 ...Email Marketing Project Coordinator Payrate- 30 to 33/hr Addison TX ( local candidates only in office 4 days per week)18 Month contract 3-5 years email marketing in the marketing cloud systems setting up emails pulling data extensions Email marketing and automation... 

Mosaic

Night shift Direct Support Supervisor Job at Mosaic

 ...occurs to implement behavior plans and strategies Provide on-call support to staff during emergencies and locate staff to fill shifts when necessary Schedule: Generally Monday-Friday Day Hours/Some Nights/Some Weekends/Some On Call Responsibilities/Flexibility Required... 

develop

Legacy Assurance Coordinator Job at develop

 ...odio quae incidunt dolor consectetur aut et sint. Repellendus culpa et aut nemo voluptatem dolores in in a. Neque ut facere laborum modi et harum reprehenderit. Nisi similique id et. Tenetur quo qui ut architecto eos magnam magni repellat. Quam aut quia voluptates repellendus... 

Simplot

Lab Technician - Othello, WA Job at Simplot

 ...agriculture. Summary The Quality Assurance Lab Technician will be responsible for...  ...education degree (GED) Relevant Experience No prior experience required Other...  ...Paid Family Building Leave ~ Education Assistance ~ Benefits details available at simplotbenefits...