AdvizorPro · 1 month ago
Client Success Manager
Atlanta Metro
Full-time
Hybrid
New Grad, Entry LevelAdvizorPro is one of the fastest-growing data platforms in the financial services space, trusted by top asset managers and fintech firms. The Client Success Manager will support client onboarding, handle inbound questions, and ensure users receive helpful answers to maintain their success.
B2BDatabaseInformation Services
Responsibilities
Serve as primary point of contact for all matters related to assigned cohort, whether system related or account related
Guide new clients and users through onboarding, user training, and early success milestones
Proactively monitor account activity/health to identify risks, trends, and opportunities for expansion
Document common questions and collaborate with Product and Technology to improve resources, workflows, and feature adoption
Serve as the go to expert on the AdvizorPro platform and help clients get the most value from each dataset and feature
Qualification
Required
Strong communication skills and a client-first mindset
Comfortable working in a fast-paced SaaS environment
Experience in software, support, or operations
Organized, detail-oriented, and eager to learn
Preferred
CS background preferred
Company
AdvizorPro
AdvizorPro provides B2B contact and company information in the financial industry.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Magnan
Founder & CEO
Hesom Parhizkar
Co-founder & Chief Product Officer (CPO)
Recent News
Arax Investment Partners
2025-10-02
EIN Presswire
2025-09-12
Company data provided by crunchbase