Client Success Manager - Financial Services

About Advyzon
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.

Client Success Manager (Hybrid/Remote)
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:

• Financial Services: Finance, Accounting, Economics, or Information Systems degrees preferred. (Two years or more experience in the Financial Services…). Previous work experience in the Financial Services / Finance industry is a plus.
• Hold a deep understanding of investment management and/or financial services in order to anticipate the context of user’s needs.
• 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 finance 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 Excel.

BENEFITS SUMMARY