AI-Powered CS Architect: Onboarding & Adoption

Verlo co; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A rapidly growing technology company in New York is looking for a Customer Success Manager to enhance the onboarding experience for financial advisors. This role involves owning the onboarding journey from start to finish, creating effective training materials, and maintaining continuous customer engagement to ensure satisfaction. The ideal candidate has over 2 years of experience in customer success and is comfortable using AI tools to support clients. This role requires strong communication and organizational skills, plus an eagerness to build efficient processes.

Qualifications

• 2+ years in customer success or account management at a B2B SaaS company.
• Hands-on experience building onboarding playbooks and success frameworks.
• Strong written and verbal communication skills.

Responsibilities

• Own the full onboarding journey for new advisors.
• Build and refine onboarding playbooks and training materials.
• Run regular check-ins with customers to ensure success.

Skills

Customer success

Onboarding

Communication

Process-oriented

AI tools

Tools

Salesforce

Redtail

Wealthbox

Job description

A rapidly growing technology company in New York is looking for a Customer Success Manager to enhance the onboarding experience for financial advisors. This role involves owning the onboarding journey from start to finish, creating effective training materials, and maintaining continuous customer engagement to ensure satisfaction. The ideal candidate has over 2 years of experience in customer success and is comfortable using AI tools to support clients. This role requires strong communication and organizational skills, plus an eagerness to build efficient processes.