AdvizorPro · 6 days ago
Customer Success Manager
Atlanta, GA
Full-time
Hybrid
Mid Level
3+ years expAdvizorPro is a fast-growing SaaS company powering sales and marketing teams in the financial services space. They are seeking a Customer Success Manager responsible for managing the client experience post-sale, driving product adoption, and developing strong relationships with clients.
B2BDatabaseInformation Services
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
Qualification
Required
3–5 years of experience in Customer Success, Account Management, or a similar client-facing role at a SaaS company
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
Preferred
Experience in or familiarity with the wealth management, wealthtech, or asset management space is strongly preferred
Benefits
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
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