Customer Success Manager

Job Summary

Driving the adoption and success of advisor-facing marketing technology platforms, the full-time remote Customer Success Manager will serve as the primary relationship and enablement resource for advisors, delivering training, support, and insights to enhance platform utilization and value.

Key responsibilities

• Manage advisor relationships to drive platform confidence, adoption, and loyalty through regular check-ins and business reviews
• Own the end-to-end adoption journey for marketing technology platforms by developing onboarding materials and delivering tailored training sessions
• Track and report on platform adoption metrics, using data to identify trends and opportunities for targeted support and improvement

Required qualifications

• Bachelor's degree in marketing, business, communications, digital marketing, information systems, or a related field
• Minimum of three years of experience in customer success, account management, or related client-facing roles
• Experience with marketing automation platforms such as HubSpot or Marketo
• Proven ability to deliver training and user education for non-technical users
• Strong organizational and project management skills to manage multiple advisor relationships and initiatives