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

Building Automation Products

International General Ledger Accountant Job at Building Automation Products

 ...Full-time Description Position Summary: The International General Ledger Accountant adds value to BAPI and the Accounting Team by ensuring the accuracy and integrity of financial reporting across multiple global entities, managing and reconciling general ledger... 

PURIS Grains

Production Technician Job at PURIS Grains

 ...experience helpful ~ Knowledge of GMPs and Food Safety a plus ~1 year or more in a manufacturing environment or some type of agricultural experience preferred Skills and Capabilities: Willingness to learn new things and help others. Writing and... 

Focus Interpreting

Medical Certified English - Spanish Interpreter In Utah Job at Focus Interpreting

 ...POSITION SUMMARY: Focus Interpreting is seeking a Medical Certified English - Spanish Interpreter to join our team in Utah. In this essential role, you will provide professional interpreting services in medical settings, ensuring clear and accurate communication between... 

Pink's Windows Orlando

Window Cleaner Job at Pink's Windows Orlando

 ...Job Description Job Description We are seeking a Window Cleaner to join our team!You will be responsible formaintaining a clean and orderly environment. Responsibilities: Keep buildings in clean and orderly condition Perform heavy cleaning dutiessuch as... 

Tradesmen International, LLC

Carpenter Job at Tradesmen International, LLC

 ...Tradesmen International is immediately hiring experienced Journeyman Carpenters for projects located in the Bedford Park and Chicago, IL area....  ...5 12:56 PM)Req ID 2025-361378Category Carpenter - JourneymanTravel NoJob Board INLocation US-IL-CHICAGO#J-18808-Ljbffr...