Advisor Success Manager

Responsibilities

• Own day-to-day relationships with a portfolio of Savvy advisors, ensuring they feel supported and successful on the platform
• Partner with the Head of Advisor Success to drive advisor engagement, retention, and satisfaction
• Champion Savvy’s value proposition and clearly communicate the impact of our software, services, and financial products
• Drive key advisor-facing KPIs, including platform adoption, product utilization, retention and expansion
• Identify churn risk and proactively develop plans to mitigate it
• Build and maintain a strong feedback loop with advisors; serve as the voice of the advisor to internal teams
• Collaborate with Sales to ensure smooth handoffs and a high-impact onboarding experience
• Design and deliver ongoing training, programming, and enablement to help advisors become power users
• Balance multiple initiatives while adapting quickly as priorities evolve
• Continuously improve processes and workflows to support scale without sacrificing quality

Requirements

• 3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement
• Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically
• Experience onboarding, training, or enabling customers to adopt software or services
• A customer-first mindset with strong ownership and follow-through
• Profilicy using AI tools to scale advisor engagement and synthesize feedback
• Ability to prioritize, multitask, and operate effectively in a fast-growing environment
• Comfort learning and adopting new tools and technologies quickly

Qualifications

• Prior work experience in the Wealth Management industry
• Prior work experience at a high-growth startup
• Prior experience in the services industry