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

Undisclosed

Production Line Worker Job at Undisclosed

 ...Job Description Job Description We are looking for Production/Assembly Line Workers to work in a plant/warehouse. Theywill be responsible for packaging 32 sets of product per hour. The ideal candidate will have the following experience: - Entry Level Production... 

VNA & Hospice of the Southwest Region

Hi-Tech Registered Nurse (RN) Job at VNA & Hospice of the Southwest Region

 ...VNA & Hospice of the Southwest Region of Rutland, VT is looking to hire a per diem Hi-Tech Registered Nurse (RN) in Rutland County . Are you looking to further your career in home health nursing ? Would you like to work for a caring and supportive medical... 

Verstela

Order Selector Job at Verstela

 ...get certified on warehouse equipment? ThisWarehouse Order Selectorposition could be the right fit for you! This is a full-time, temp-to-hire, opportunity with a well-known pet supply distributor located in NE Portland. In this role you will be working... 

Front Porch

Program Director - Art Gallery (Carlsbad) Job at Front Porch

 ...Overview Front Porch Gallery (FPG) is an arts nonprofit program and gallery space dedicated to expanding creative opportunities for older adults and people with disabilities. We provide an inclusive environment that fosters creative expression and encourages intergenerational... 

Lap of Love

Call Center Representative Job at Lap of Love

 ...compassionate and supportive community of over 350 veterinarians and support staff, where collaboration and encouragement are always just a call away. If youre seeking greater career satisfaction and overall happiness, consider becoming a mobile veterinarian with Lap of Love....