Client Success Manager - Financial Services

Position Overview

Client Success Manager (Hybrid/Remote)
Advyzon was recently named to the "Best Places to Work in Fintech" list. Founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms, Advyzon is based in Chicago, Illinois and is comprised of a dedicated team of entrepreneurs with decades of experience in financial technology for financial advisors. With a continuous focus on product innovation and superior service, we strive to be the best value in advisor technology. We are seeking a Client Success Manager to join our team who will manage key relationships and help drive product adoption among new platform users.

Key Responsibilities

• Develop processes to monitor all on-boarding projects while building new client relationships during the product implementation stage.
• Help drive product adoption, share best practices, and implement growth and optimization strategies to maximize customer success.
• Engage external client users in formal training sessions and provide expert day-to-day service on all product aspects.
• Contribute to product research and service-improvement initiatives, and provide feedback to the software development team for technical enhancements.

Required Qualifications

• Financial Services background: Degrees in Finance, Accounting, Economics, or Information Systems are preferred, with two or more years of experience. Previous work in the Financial Services/Finance industry is a plus.
• Deep understanding of investment management and/or financial services to anticipate user needs.
• Aptitude and willingness to gain complete knowledge of software capabilities to provide excellent user service.
• Ability to prioritize tasks based on business needs and switch gears quickly while maintaining strong attention to detail.
• Strong customer support focus with sound professional judgment when working with both external users and internal teams.
• Proven organizational skills and the ability to manage multiple business priorities.
• Proficiency in Microsoft Excel.

Benefits & Perks

• Healthcare coverage: Starting at $0 out of pocket for individuals.
• HSA: With an annual company contribution ($200/individual, $350/family).
• Vision and Dental offered.
• Deep discounts on supplemental plans (LTD, Critical Illness, Hospital Stay, and Accident).
• $50K life and AD&D coverage provided at no charge.
• 401K with a 100% match for the first 3% and a 50% match for the next 2% contributed (up to a 5% match).
• Unlimited PTO policy.