Customer Success Manager

Overview

At Advisor
360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class).

It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.

• Client Onboarding & Implementation - Guide new clients through a smooth onboarding experience, ensuring early time-to-value and laying the foundation for long-term success from day one.
• Strategic Relationship Management - Act as the trusted advisor and primary point of contact for mid-market accounts, building strategic partnerships that drive satisfaction and results.
• Product Adoption & Success Planning - Develop tailored success plans, educate clients on best practices, and proactively drive engagement across the Advisor
  360 platform.
• Retention & Growth - Monitor client health, identify expansion opportunities, and work closely with Sales to drive renewals and upsell opportunities.
• Voice of Customer – Serve as the internal advocate for your clients, working cross-functionally with Product, Engineering, and Support to escalate issues and champion feedback.
• Training & Enablement - Conduct training sessions, virtual webinars, and one-on-one coaching tailored to client maturity to empower clients to get the most out of the Advisor
  360° platform.

• 3-7 years of experience in Customer Success, Account Management, or Relationship Management in a SaaS or fintech environment.
• A proven track record of driving adoption, improving retention, and growing accounts in a mid-market client environment.
• Operational understanding of wealth management or financial advisory firms and/or previous Fin Tech experience
• A customer-first mindset with a proven ability to build lasting relationships and drive adoption.
• Excellent communication and storytelling skills, with the ability to influence stakeholders from front office to C-suite.
• Ability to work cross-functionally and influence internal teams to deliver an outstanding client experience.
• Data-driven mindset with comfort using success metrics (NPS, retention, adoption, expansion) to inform strategy.
• A proactive, problem-solving approach with the ability to manage multiple clients and priorities.

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor
360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each…