Advisor Success Manager

📋 Description

• Own day-to-day relationships with Savvy advisors; ensure success.
• Partner with Head of Advisor Success to boost engagement and retention.
• Champion Savvy’s value; communicate impact of software and services.
• Drive KPIs: adoption, utilization, retention, expansion.
• Identify churn risk; develop mitigation plans.
• Build a feedback loop; voice of the advisor to internal teams.

🎯 Requirements

• 3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement
• Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically
• Experience onboarding, training, or enabling customers to adopt software or services
• A customer-first mindset with strong ownership and follow-through
• Proficiency using AI tools to scale advisor engagement and synthesize feedback
• Ability to prioritize, multitask, and operate effectively in a fast-growing environment
• Comfort learning and adopting new tools and technologies quickly

🎁 Benefits

• Competitive salary and equity package
• Unlimited PTO + paid company holidays
• Holistic medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• NYC office in Manhattan
• Mental health and wellness resources