Director, Customer Success

Location:

Cambridge, MA (Kendall Square). Hybrid schedule with 4 days a week in the office.

Company Overview

Datalign Advisory is a cutting-edge platform that provides AI-driven, data-centric financial advisory services, connecting users with expert advisors to optimize financial decision-making. Our goal is to revolutionize the financial advisory landscape by offering personalized, scalable solutions through advanced technology and data analytics. In 2022, we launched from Cambridge’s innovation hub with Link Ventures as our lead investor. Today, we’ve connected over $50 billion in potential client assets with 13,000 trusted advisors.

We are seeking a highly motivated and customer-obsessed professional to drive revenue growth and manage key relationships with our advisors. The ideal candidate will bring strong account management experience and a solid analytics background, using data-driven insights to optimize campaigns, gather actionable feedback, and ensure excellent service for both new and existing advisors.

• Drive revenue growth through strategic bidding recommendations, budget management, and data-driven decision-making.
• Monitor advisor KPIs, track month-over-month growth, and identify opportunities to unlock incremental spend.
• Optimize supply-demand balance by minimizing unmatched leads and addressing gaps in coverage, geography, investable assets, and services.
• Build and manage strong relationships with new and existing advisors.
• Lead regular advisor meetings and quarterly business reviews to assess performance, align on strategy, and set growth goals.
• Fully onboard advisor partners from contract completion through first campaign spend and ongoing optimization.
• Advise partners on campaign and purchase strategies to maximize ROI and budget efficiency.
• Collaborate cross-functionally with analysts, product, and engineering teams to derive insights, improve performance, and resolve technical issues.
• Oversee advisor-facing operational processes to ensure efficiency, accuracy, and scalability.
• Provide demand-side updates, support quarterly revenue forecasting, and contribute to board-level reporting.
• Train and mentor team members to ensure consistent execution and knowledge transfer.

• 4-5 years of experience in relationship, partnership, or account management / customer success within ad tech, mar-tech, fin-tech, or digital marketing; experience in financial services or wealth management is a plus.
• Proven ability to drive revenue growth through campaign optimization, strategic thinking, and data-driven decision-making.
• Experience onboarding and guiding partners from contract handoff through first campaign spend and ongoing optimization.
• Strong analytical skills with comfort using data to inform campaign strategy and business decisions.
• Excellent written and verbal communication skills, with a personable and relationship-focused approach.
• Highly organized and able to manage multiple partnerships and campaigns while collaborating effectively across teams.

Consultative with the ability to think strategically and aligning external partner goals with company targets.

• Startup DNA: Thrives in fast-paced environments with shifting priorities and multiple responsibilities.
• Growth & Impact Focus: Excited to build from the ground up and see direct results of your work.
• Cross-Functional Collaboration: Works seamlessly across technical teams, leadership, and direct reports.
• Quality Obsessed: Ensures excellence and accuracy in all communications.
• Data-Driven: Uses metrics to guide decisions and continuously improve performance.
• Industry Passion: Genuinely excited about fintech and wealth management.
• AI-Forward: Eager to leverage AI solutions for enhanced communication effectiveness.

Join a fun, collaborative team in our vibrant Kendall Square office, where you'll be surrounded by great startup energy as part of a dynamic incubator alongside other innovative companies. We keep the team fueled with fully stocked snacks, coffee, and catered lunches twice a week—because we believe the best ideas happen when people can focus on the work that matters. We offer comprehensive benefits including healthcare (medical, vision, and dental), 401(k) with company match, as well as cell phone stipend to keep you connected, PTO and company holidays.

Join us and you will experience the energy and momentum that comes with building something meaningful in one of the country's top innovation hubs.