Advisor Success Manager
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Job Description
Advisor Success Manager driving growth for advisors on Ingenio’s spiritual wellness platforms. Focused on advisor lifecycle and community engagement to enhance business success.
Responsibilities:
- Support any of the stages of the full advisor lifecycle - from onboarding and early activation through to ongoing engagement, retention, and offboarding
- Develop and maintain strong advisor relationships by acting as a trusted, responsive partner for day-to-day support as well as strategic guidance. Communicate with advisors through emails, messaging, phone, Zoom, and webinars.
- Identify trends and improvement opportunities, and execute targeted initiatives to move the needle on engagement and quality
- Manage support tickets with efficiency and a consistently high standard of resolution quality
- Support advisors through platform changes, new feature rollouts, and operational transitions while maintaining exceptional service quality, clear communication, and a positive advisor experience.
- Proactively identify inefficiencies in advisor management processes and propose scalable solutions, including AI-powered tools and automation where relevant
- Serve as the Voice of the Advisor, channeling feedback and competitive insights into product and operational improvements
- Explore and test new engagement formats such as influencer-style advisor partnerships and community-building initiatives that drive advisor loyalty and advocacy
Requirements:
- 2+ years in account management, client success, or a partner/advisor-facing role
- Proven ability to manage a large, diverse portfolio of external partners or clients
- Data fluency - able to interpret performance data, identify patterns, and use insights to prioritize and drive change
- Strong communicator across written and verbal formats, able to engage effectively with a diverse advisor audience at any scale
- Comfortable leveraging tools to provide multi language support
- Experience with support tools such as Zendesk or similar CRM/ticketing platforms
- Exposure to influencer management, creator partnerships, or community-building is a strong plus
- B2C or marketplace experience is a strong plus
- Spanish proficiency is an advantage
Benefits:
- Premium medical, dental, and vision insurance
- Generous holiday and PTO policies (including Birthday PTO!)
- Summer Fridays
- Technology stipend
- Training and development opportunities and allowance
- Fun and inclusive digital, and (in the future) in-person events
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