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. They are seeking a proactive Customer Success Manager who will guide clients through onboarding, drive product adoption, and ensure long-term success with the Advisor360° platform.
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
Equity value
Comprehensive health benefits
Dental insurance
Life insurance
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
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