Customer Success Manager Job at AdvizorPro, Atlanta, GA

Ujk2M3ZGelIyeHVoUFhQNXBqWHJ2MkRwRUE9PQ==
  • 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,

Similar Jobs

TLC Nursing

Travel Social Worker Medical Social Worker Job Job at TLC Nursing

 ...Embark on a meaningful journey as a Medical Social Worker in Albany, Oregon, where your...  ...while rooted in a supportive community. Working in Albany allows you to contribute to a...  ...resources. Youll advocate for financial assistance, transportation to appointments, housing... 

All Ways Caring HomeCare

Human Resources Recruitment Coordinator Job at All Ways Caring HomeCare

Job Description Job Description Overview The Human Resources Recruitment Coordinator will be responsible for providing support to the local branch through various aspects of administration, employee recruitment, screening, hiring, record keeping, and compliance....

Cafe Demi Llc

Specialty Coffee Barista Job at Cafe Demi Llc

 ...About Us: Cafe DeMi is a cafe situated at the center of the community in Teaneck, New Jersey. We are committed to raising the bar on the kosher cafe experience, offering the finest organic specialty coffee and carefully crafted foods, in a warm and upscale environment... 

Health Advocates Network - Nursing

Travel Occupational Therapist Job at Health Advocates Network - Nursing

 ...Job Description Health Advocates Network - Nursing is seeking a travel Occupational Therapist for a travel job in Miles City, Montana. Job Description & Requirements ~ Specialty: Occupational Therapist ~ Discipline: Therapy ~ Start Date: ASAP ~ Duration... 

Confederated Tribes of Warm Springs

Corrections Officer Job at Confederated Tribes of Warm Springs

 ...Corrections Officers oversee and ensure the safety of individuals in custody; who have been detained, arrested, awaiting trial or sentenced to a Corrections Facility. Officers provide security for Tribal Court hearings as needed and may be assigned civil...