At Advisor360°, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don't meet every single requirement, please consider applying if you like what you see. Though many of our roles are assigned to a particular office location, most are a hybrid of remote and in-person work.

We hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don't meet every single requirement, please consider applying if you like what you see.

As part of the Programs team, the Customer Success Program Manager will work directly with Customer Success leaders and program stakeholders from a variety of businesses, organizations, and backgrounds to define customer success program scope, business objectives, and timeline. They will assist in the planning, resource allocation, execution, and delivery of Advisor360° Programs as assigned.

The Customer Success Program Manager will define program/project deliverables, milestones, develop a RAID log as well as define resource needs. They will identify, measure, analyze, improve, and control program delivery processes.

Key Responsibilities

Highly effective executive client communication and cross organizational collaboration skills  
Understand and enable our client's vision, goals and culture within the parameters of the defined programs 
Provide Customer success consultative presence to our customers as we support their adoption of our services over time 
Work with through and with the fluidity and ambiguity that comes with iterative transformation initiatives 
Self-motivated continual learning and awareness of Customer Success best practices, operations, trends and tools/technology 
Experience using industry standard CSM tools and technology 
Familiarity with customer data sources, structure and health 
Invests time to understand the customer's needs 
Manages programs at the initiative level with multiple features included 
Drives the execution of complex program plans across several distributed teams  
Coordinates with other Advisor360° organizations/teams for end-to-end program planning and delivery 
Understands and manages internal and external deadlines, anticipates problems and complications by formulating solutions to avoid impeding the progress of the program 
Partners with senior leaders, product managers, and development managers across the entire organization to understand priorities and executive strategic program objectives 
Demonstrates the ability to think creatively and strategically when implementing products and solving problems 
Takes actions to persuade and adjust discourse during presentation or debate to achieve a better outcome 
Uses knowledge of formal and informal structures to drive support for achieving objectives. 
Understands organizational culture and climate, recognizes the implicit constraints within the organization - what is not possible at certain times 
Conducts effective meetings with cross-functional teams to drive program progress to ensure program success 
Has a view to the future, anticipates customer needs and acts to ensure that Program deliverables align with expectations.

Requirements, Skills, And Knowledge

3+ years of Customer Success experience  
7+ years of Program Management experience at a technical company 
Experience with Customer Success Tools/Software  
Experience with software planning tool chains (ex. Aha, JIRA, Confluence, MS Project) 
Technical and/or SaaS acumen 
Experience with building and managing program reporting  
Strong interpersonal and relationship building skills 
Self-motivated 
Experience managing strategic customers 
Comfortable in Excel 
Ability to create PowerPoint material needed for effective communication 
Scrum/Agile and Service Now experience is a plus 
Strong sense of Customer success fundamentals, KPI's and metrics

About Advisor360°

Come grow with us! Join a team of inventive, driven professionals!

Launched in 2019, Advisor360° combines a start-up's agile and innovative markers with the stability of an established enterprise. Ranked the largest FinTech company in Massachusetts by the Boston Business Journal, Advisor360° was born out of 20 years of feedback from the industry's highest-producing financial advisors and has gone on to build a software that is second to none.

Our company specializes in building, delivering, and integrating technology for wealth managers. Our comprehensive platform offers a unified approach to managing wealth, delivering a connected experience to advisors and their clients.

Benefits include a competitive bonus plan, unlimited paid time off, paid sick time, volunteer time off, free access to vacation homes, a generous 401(k) employer match, stock appreciation rights, referral bonuses, 80% of either HMO or PPO premiums for individuals and family employer covered, 50% of dental insurance paid for, employer life and AD&D at 2X salary, short- and long-term disability coverage, a health savings account, flexible spending accounts, and paid bonding time for new parents.

Advisor360° also provides worthwhile perks, including a hybrid structure with most employees working from the office 2 to 3 times per week, tuition reimbursement, professional development opportunities, employee assistance programs, and more!

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

Are you ready to build and discover together?

Advisor360°

New Jobs

Customer Success Program Manager