Customer Success Advisor

Job Title: Client Success AdvisorJob Summary: As a Client Success Advisor, you will be responsible for maintaining and enhancing relationships with existing clients to ensure their long-term financial success and engagement with our services. This role requires a proactive, strategic, and client-centered approach to relationship management, accountability, and retention. You will guide clients through their financial journey, ensuring they derive maximum value from our services while continuously assessing and addressing their evolving needs.Key Responsibilities: Client Relationship Management & Retention: Serve as the primary point of contact for clients post-onboarding, ensuring they remain engaged and aligned with their financial goals.Conduct regular check-ins to assess client satisfaction, address concerns, and reinforce progress toward their milestones.Build long-term relationships by maintaining personalized, trust-based communication and ensuring clients feel supported in their journey.Proactive Client Support & Accountability: Offer tailored financial guidance and accountability based on client profiles, behavioral insights, and financial progress.Identify potential challenges and gaps in clients' financial strategies and proactively suggest solutions.Hold clients accountable for their financial milestones, offering encouragement, education, and strategic next steps to keep them on track.Client Engagement, Retention, and Upsell Strategies:Develop engagement strategies to drive active participation in program activities, community discussions, and financial planning sessions.Identify and present upsell opportunities for additional services that align with each client’s growth trajectory, ensuring continued financial progress.Track engagement patterns and trends, using insights to refine outreach strategies and deepen client connections.Data-Driven Feedback & Service Optimization: Collect and analyze client feedback to uncover opportunities for service improvement and enhanced program effectiveness.Work closely with internal teams to implement client-driven refinements to services, ensuring optimal financial outcomes and user experience.Monitor key performance indicators (KPIs) to assess client success, satisfaction, and long-term retention.Client Success Tracking & Reporting: Maintain detailed CRM records, tracking client milestones, challenges, and engagement trends.Celebrate client successes by recognizing key financial wins and goal completions to reinforce long-term retention.Use data-driven insights to anticipate client needs and proactively provide valuable resources.Cross-Functional Collaboration for a Cohesive Client Experience: Partner with financial advisors, sales, onboarding specialists, and support teams to deliver a seamless client experience.Ensure alignment between client expectations and actual service delivery by facilitating cross-team communication and support.Provide strategic insights to product and service teams, helping refine offerings to maximize client financial outcomes.Requirements: Bachelor’s degree preferred in finance, business, or a related field.3-5 years of experience in client relationship management, financial services, or a similar advisory role.Strong communication and interpersonal skills to build deep, trust-based relationships.Ability to analyze financial needs, identify opportunities, and provide strategic guidance.Proficiency in CRM systems and data-driven decision-making.Strong organizational and time management skills, with the ability to manage multiple client relationships effectively.MUST be located in the US. EST/CST working hours.Compensation/Benefits:$60k/yr (W2) + Quarterly KPI-based bonus + Annual BonusHealth Benefits401kPTO