Client Success Manager

Location: Hybrid (Midtown Atlanta – Mon–Thurs in office, Fri remote)

Team: Client Success

Advizor Pro is one of the fastest-growing data platforms in the financial services space—trusted by top asset managers, fintech firms, and recruiters to identify and connect with financial advisors.

We’re looking for a sharp, proactive Client Success to join our Client Success team. You’ll play a key role in supporting client onboarding, handling inbound questions, and ensuring our users get fast, helpful answers that keep them successful.

• Serve as primary point of contact for all matters related to assigned cohort, whether system related or account related
• Guide new clients and users through onboarding, user training, and early success milestones
• Proactively monitor account activity/health to identify risks, trends, and opportunities for expansion
• Document common questions and collaborate with Product and Technology to improve resources, workflows, and feature adoption
• Serve as the go-to expert on the Advizor Pro platform and help clients get the most value from each dataset and feature

• Strong communication skills and a client-first mindset
• Comfortable working in a fast‑paced SaaS environment
• Experience in software, support, or operations—CS background preferred
• Organized, detail-oriented, and eager to learn

We’re a high‑growth startup with a tight‑knit team, great Midtown Atlanta office space, and a culture that values ownership, curiosity, and customer obsession. You’ll get exposure to top‑tier SaaS operations—and real growth opportunities.

Entry level

Full‑time

Software Development