Advisor Success Partner

Vega Minds LLC; Newport Beach (CA); Vor Ort; USD 60.000 - 85.000; Vollzeit

Zusammenfassung

Vega Minds LLC is seeking a Customer Success Associate to partner with financial advisors using Vega, guiding onboarding, adoption, and ongoing relationships. You will serve as a day-to-day point of contact, collaborate with Product, Engineering, and Marketing, and ensure advisors achieve real value from the software every week.

You will own parts of the customer experience, helping run training, triaging questions, and surfacing feedback to improve the product and service for advisors and firms.

Qualifikationen

• 1+ years in a customer-facing role at a B2B SaaS company.
• Strong written and verbal communication.
• Highly organized and detail-oriented.
• Curious and technical enough to be effective with AI products and modern CRM/SaaS tools.
• Genuine interest in financial services and helping advisors get real value from software.

Aufgaben

• Onboarding & adoption: run onboarding for new advisor firms, set up accounts, integrate CRM and email, rollout to teams.
• Create training materials and live sessions; improve self-serve resources to accelerate value.
• Drive adoption across advisor workflows, including meetings, emails, research, and CRM data entry.

Kenntnisse

Communication

Organization

Attention to detail

AI tools familiarity

Tools

Salesforce

HubSpot

Wealthbox

Redtail

Slack

Notion

Jobbeschreibung

Vega Minds LLC is seeking a Customer Success Associate to partner with financial advisors using Vega, guiding onboarding, adoption, and ongoing relationships. You will serve as a day-to-day point of contact, collaborate with Product, Engineering, and Marketing, and ensure advisors achieve real value from the software every week.

You will own parts of the customer experience, helping run training, triaging questions, and surfacing feedback to improve the product and service for advisors and firms.