Client Success Manager - Financial Services

Client Success Manager (Hybrid / Remote)

Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.

We're seeking a Client Success Manager to join our team! You will be responsible for managing key relationships and helping drive product adoption among new users that join our platform.

Primary Responsibilities :

• Develop processes to monitor all on-boarding projects while developing new client relationships during product implementation stage.
• Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within customer user base.
• Engage external client users in formal training settings and provide expert day-to-day servicing on all product aspects.
• 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.

Skills / Qualifications :

Benefits Summary