Customer Success Manager Job at AdvizorPro, Atlanta, GA

OXpFd0RsV25CSm14YzRRbmdnU1FqaW8w
  • 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

CMR RECRUITING

Psychiatric Nurse Practitioner Job at CMR RECRUITING

 ...We are looking for a dedicated Psychiatric Nurse Practitioner ( PMHNP ) for our Behavioral Health Agency. This is a full-time, in-person position, Monday - Friday. Available to work at least 2 evenings until 8pm. Qualifications of the Psychiatric Nurse Practitioner... 

AP Executive Staffing

Practice Manager Job at AP Executive Staffing

 ...collaborate across teams and interact with diverse stakeholders. ~ Experience with change management and process improvement to support the growth and operational needs of a growing practice. $70,000 - $90,000 annually, plus great health insurance and benefits.... 

Peckham Industries

Truck Driver Class A (with tanker endorsement) (Req #: 1060) Job at Peckham Industries

Peckham Industries Location: Athens, NY Salary Interval: Seasonal Pay Range: $27.00 - $29.00 Date Posted: 03/14/2025 About Us: Peckham Industries Inc. (PII) has been a family-run business since 1924 and we believe our family by choice ethos delivers...

Legacy Community Health

Family Practice - Nurse Practitioner / Physician Assistant (LSM) Job at Legacy Community Health

 ...to $50,000 for every 2 years of service at an FQHC. Texas Physician Education Loan Repayment Program (PELRP) - Pays up to $180,00...  ...Has 2 years of Family Practice Nurse Practitioner or Physician Assistant experience. Is comfortable working in an autonomous environment... 

City Floor Supply

Delivery Driver and Warehouse Associate Job at City Floor Supply

 ...precision. Making timely deliveries using company vehicles and handling inventory pickups. Efficiently breaking down and organizing...  ...time-and-a-half after 40 hours per week. A robust benefits package post-trial period, including medical and dental coverage, paid...