Advisor Success Manager

Ingenio

Orlando (FL)

On-site

USD 36,000 - 43,000

Full time

2 days ago
Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
Birthday PTO
Summer Fridays
Training allowance
In-person events

Job summary

Ingenio is a global media and technology company connecting advisors with users seeking guidance on love, relationships, careers, and more. The Advisor Success team drives onboarding, activation, and ongoing engagement to help advisors grow their businesses on the platform.

You will build strong advisor relationships, provide strategic guidance, and use performance data to drive improvements across multiple brands. Remote-friendly, with diverse, multilingual communities in focus.

Qualifications

  • 2+ years in account management or client success.
  • Experience managing a large, diverse portfolio of external partners or clients.
  • Data fluency to interpret performance data and drive change.
  • Strong written and verbal communication for diverse advisor audiences.
  • Experience with Zendesk or similar CRM/ticketing platforms.
  • Exposure to influencer management or creator partnerships is a strong plus.
  • Spanish proficiency is an advantage.
  • B2C or marketplace experience is a strong plus.

Responsibilities

  • Support stages of the full advisor lifecycle from onboarding to off-boarding.
  • Build advisor relationships as a trusted partner for day-to-day support and guidance across email, Zoom, and webinars.
  • Identify trends and opportunities; run initiatives to improve engagement and quality.
  • Manage support tickets with high resolution standards.
  • Assist advisors through platform changes and new feature rollouts while maintaining service quality.
  • Identify inefficiencies and propose scalable solutions including AI tools and automation.
  • Channel advisor feedback and insights into product/ops improvements.
  • Explore engagement formats like influencer partnerships to boost loyalty.

Skills

Account management
Client success
Partner management
Communication

Tools

Zendesk

Job description

Here at Ingenio, we'd love to talk with you regardless of your qualifications or years of experience.

Who we are:

Ingenio is on a mission to make spiritual wellness a core part of modern self-care. We are a global media and technology company developing products that provide guidance on love, relationships, careers, and all aspects of life. We are passionate about connecting people with the world’s best advisors and content to restore spiritual wellness to its rightful place, easing the stress of modern life with trusted ancient practices.

Our global portfolio spans over 20 marketplace and media brands in the spiritual and emotional wellness space. Our flagship brands include Keen, Horoscope.com, Astrology.com, Purple Garden, Kasamba, and Kang.

How you’ll be impactful:

The Advisor Success team operates from a clear, data-driven strategy that spans the full advisor lifecycle - from onboarding through active talent management to off-boarding.

As an Advisor Success Manager, your core mission is to grow advisors' businesses on our platform. When advisors win, the marketplace wins. You are part relationship builder, part growth consultant - helping a diverse, multilingual community of independent professionals across multiple brands understand the marketplace, optimize their service, and build sustainable revenue.

You bring deep ecosystem understanding, knowing how the client-advisor relationship works, what drives marketplace dynamics, and where the competitive landscape is heading. You build genuine, lasting relationships remotely and turn advisor success into measurable business growth.

What you’ll be doing:
  • Support any of the stages of the full advisor lifecycle - from onboarding and early activation through to ongoing engagement, retention, and off-boarding
  • Develop and maintain strong advisor relationships by acting as a trusted, responsive partner for day-to-day support, strategic guidance, and ongoing communication across email, 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
What you’ll need to be successful:
  • 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
  • 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
The Standard: Operational Philosophy & Innovation:

Beyond day-to-day responsibilities, you are expected to operate with a "Play to Win" mindset

  • Data-Driven: You leverage ticketing data, advisor KPIs, and marketplace signals to guide decisions and prioritize where your energy creates the most impact
  • Business Acumen: You understand the "Why" behind the "What" - you see how advisor experience connects to retention, revenue, and marketplace quality, and you factor that into every decision
  • Proactive Innovation: You are a lifelong learner who stays ahead of industry trends, challenges existing processes, and actively seeks smarter ways to support advisors - including AI-powered tools, automation, and scalable solutions that preserve the human touch our brands are known for
  • Operational Excellence: You bring structure and consistency to complex, high-volume work without losing the warmth and responsiveness that builds lasting advisor relationships
  • Voice of the Advisor: You don't just execute - you listen, synthesize, and advocate, turning advisor feedback and competitive intelligence into meaningful improvements
  • Friendly, talented, collaborative and entrepreneurial team
  • Premium medical, dental, and vision insurance
  • Generous holiday and PTO policies (including Birthday PTO!)
  • Summer Fridays
  • Training and development opportunities and allowance
  • Fun and inclusive digital, and (in the future) in-person events
Pay Transparency:

The US hourly range for this full-time position is $26.44-$31.25/hour ($55,000-$65,000/annually). Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits.

Candidates must have valid work authorization. This role does not sponsor or support new or transferred H-1B, F-1, OPT, STEM OPT, or any other visas.

Why Ingenio?

Our growing team of over 300 employees is powered by our diverse perspectives and company core values:

  • We are humble. We believe the best result is achieved by leveraging others’ perspectives
  • We think like owners. We make decisions that optimize for the greater good of the organization
  • We challenge limiting beliefs. We are at our best when we identify and shatter status quo expectations

Ingenio is an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

As English is our primary working language across our global organization, please submit your resume/CV in English.
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Advisor Success Manager
Advisor Success Manager

Healy World • Orlando (FL)

On-site
USD 36,000 - 43,000
Friendly team
Premium insurance
Holiday and PTO
+4
Advisor Success Manager
Advisor Success Manager

Ingenio, LLC • United States

Remote
USD 36,000 - 43,000
Friendly, collaborative team
Premium medical, dental, and vision
Generous holiday and PTO (Birthday PTO
+4
Senior Manager, Seller Experience
Senior Manager, Seller Experience

Ingenio • San Francisco (CA)

On-site
USD 125,000 - 140,000
Premium medical, dental, and vision
401k matching program
Lunch
+3
Senior Product Manager
Senior Product Manager

Ingenio • San Francisco (CA)

On-site
USD 175,000 - 200,000
Premium health insurance
Generous holiday and PTO (Birthday PTO
Summer Fridays
+5
Senior Product Manager, Growth
Senior Product Manager, Growth

Healy World • San Francisco (CA)

On-site
USD 175,000 - 200,000
Premium medical, dental, and vision
Generous holidays & PTO
Summer Fridays
+6
Customer Service Representative
Customer Service Representative

Ingenio • San Francisco (CA)

Hybrid
USD 55,000 - 65,000
Premium medical, dental, and vision insurance
Generous holiday and PTO policies
Summer Fridays
+4
Executive Assistant
Executive Assistant

Ingenio • San Francisco (CA)

On-site
USD 100,000 - 150,000
Premium medical, dental, and vision
Generous holiday and PTO policies
401k matching programLunch
+3
Manager, UX Design
Manager, UX Design

Ingenio • San Francisco (CA)

On-site
USD 175,000 - 200,000
Premium medical, dental, and vision insurance
Generous holiday and PTO policies
401k matching program
+3
Staff Accountant
Staff Accountant

Ingenio • San Francisco (CA)

On-site
USD 77,000 - 98,000
Lunch
401k matching program
Competitive benefits and perks
+1
Advisor Growth & Success Manager
Advisor Growth & Success Manager

Healy World • Orlando (FL)

On-site
USD 36,000 - 43,000
Friendly team
Premium insurance
Holiday and PTO
+4