Advisor360° · 1 day ago
Customer Success Manager
Needham, MA
Full-time
Hybrid
Mid, Senior Level
$115K/yr - $130K/yr
3+ years expAdvisor360° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate. The Customer Success Manager will guide clients through onboarding, manage strategic relationships, and drive product adoption to ensure client satisfaction and growth.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
No H1B
Responsibilities
Client Onboarding & Implementation - Guide new clients through a smooth onboarding experience, ensuring early time-to-value and laying the foundation for long-term success from day one
Strategic Relationship Management - Act as the trusted advisor and primary point of contact for mid-market accounts, building strategic partnerships that drive satisfaction and results
Product Adoption & Success Planning - Develop tailored success plans, educate clients on best practices, and proactively drive engagement across the Advisor360 platform
Retention & Growth - Monitor client health, identify expansion opportunities, and work closely with Sales to drive renewals and upsell opportunities
Voice of Customer – Serve as the internal advocate for your clients, working cross-functionally with Product, Engineering, and Support to escalate issues and champion feedback
Training & Enablement - Conduct training sessions, virtual webinars, and one-on-one coaching tailored to client maturity to empower clients to get the most out of the Advisor360° platform
Qualification
Required
3-7 years of experience in Customer Success, Account Management, or Relationship Management in a SaaS or fintech environment
A proven track record of driving adoption, improving retention, and growing accounts in a mid-market client environment
Operational understanding of wealth management or financial advisory firms and/or previous FinTech experience
A customer-first mindset with a proven ability to build lasting relationships and drive adoption
Excellent communication and storytelling skills, with the ability to influence stakeholders from front office to C-suite
Ability to work cross-functionally and influence internal teams to deliver an outstanding client experience
Data-driven mindset with comfort using success metrics (NPS, retention, adoption, expansion) to inform strategy
A proactive, problem-solving approach with the ability to manage multiple clients and priorities
Benefits
Annual performance-based bonuses
Comprehensive health benefits, including dental, life, and disability insurance
Unlimited paid time off program
Company
Advisor360°
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Esfahanian
Head of Enterprise Sales
Recent News
Business Wire
2026-01-14
2026-01-06
Company data provided by crunchbase