Advisor Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in all phases of the full advisor lifecycle, from onboarding and initial activation to continuous engagement, retention, and offboarding.

• Cultivate and sustain robust advisor relationships by serving as a reliable and responsive partner for everyday support as well as strategic advice. Communicate with advisors via email, messaging, phone, Zoom, and webinars.

• Recognize trends and opportunities for improvement, implementing targeted initiatives to enhance engagement and quality.

• Efficiently manage support tickets while maintaining a consistently high standard of resolution quality.

• Aid advisors through platform modifications, new feature launches, and operational transitions, ensuring exceptional service quality, clear communication, and a positive advisor experience.

• Proactively pinpoint inefficiencies in advisor management processes and suggest scalable solutions, including the use of AI-driven tools and automation where applicable.

• Act as the Voice of the Advisor, relaying feedback and competitive insights to inform product and operational enhancements.

• Investigate and pilot new engagement methods, such as influencer-style advisor collaborations and community-building initiatives that foster advisor loyalty and advocacy.

⛳️ Requirements

• A minimum of 2 years in account management, client success, or a role focused on partners/advisors.

• Proven capability to manage a large and diverse portfolio of external partners or clients.

• Data fluency - able to analyze performance data, detect patterns, and utilize insights to prioritize and implement change.

• Excellent communication skills in both written and verbal formats, capable of effectively engaging with a varied advisor audience at any scale.

• Comfortable using tools to provide multi-language support.

• Experience with support tools such as Zendesk or comparable CRM/ticketing platforms.

• Familiarity with influencer management, creator partnerships, or community-building is a significant advantage.

• Background in B2C or marketplace environments is a strong plus.

• Proficiency in Spanish is a benefit.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance.

• Generous holiday and PTO policies, including Birthday PTO!

• Summer Fridays.

• Technology stipend.

• Opportunities for training and development, along with an allowance.

• Engaging and inclusive digital events, and (in the future) in-person gatherings.