Customer Success Manager
We're seeking a Customer Success Manager to join our growing team! You will be responsible for managing key relationships and helping drive product adoption among new users that join our platform.
Primary Responsibilities:
- Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within customer base.
- Engage in formal training, day to day servicing needs and product consultation with clients.
- Contribute to product research, service-improvement initiatives, and other projects as needed as well as provide feedback to the software development team for technical-related product enhancements.
Advyzon was recently named to the "Best Places to Work in Fintech" list for the third year in a row.
Skills/Qualifications:
- 2+ years relevant work experience.
- Financial Services; Finance, Accounting, Economics, or Information Systems degrees preferred. Previous work experience in the Financial Services / Finance industry is a plus.
- Deep understanding of investment management and financial services in order to anticipate the context of user’s questions.
- Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users.
- The ability to prioritize tasks based on the needs of the business and switch gears quickly while maintaining strong attention to detail.
- Strong customer support focus and the ability to exercise sound professional judgement while working with both external users, and internal operational and technical teams.
- Proven organizational skills, and the keen ability to understand and juggle different business priorities that provide the most value to the organization.
- Proficient skills in Microsoft Office software, particular emphasis on Excel.
Additional Information:
Advyzon was formed in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. We are a team of entrepreneurs with decades of experience serving financial advisors. With our rapid growth, constant innovation, and superior value, it is no surprise Advyzon has been consistently ranked the highest user satisfaction rating in the space 3 years running. Our customers rely on us to be the engine of their growth with deep insight, guidance, technology solutions, and exceptional experiences that make us the industry’s top software provider. Our company, with a culture of collaboration, action, and entrepreneurship, has a well-deserved reputation for providing “career-defining” opportunities for team members willing to pursue them. With a high value placed on taking care of our customers and our team members, we have frequently been recognized locally and nationally as best places to work.
We truly care for our team members, and this is reflected through our offices, benefits, and great perks. Some of our favorites include:
- Equity Options
- Flexible paid time off
- Affordable health insurance options
- 401(k) matching
- Casual work environment
- Plenty of free caffeine
- OTE: $70-90k