Advisor Onboarding & Success Lead
Savvy Wealth
Savvy Wealth, located in New York, is seeking a customer‑obsessed operator to ensure a best‑in‑class onboarding experience for financial advisors. This role offers significant exposure across several departments and aims to improve client engagement and speed up revenue. The ideal candidate will have 3 to 5+ years of experience in sales enablement or customer success within technology or wealth management, excellent communication skills, and a passion for problem-solving. #J-18808-Ljbffr Savvy Wealth
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Advisor Onboarding & Success Lead in New York, NY vacancy
- ...customer-obsessed operator in New York to enhance the onboarding and implementation journey for financial advisors. The role offers exposure to various company... ...will have 3 to 5 years of experience in customer success or sales enablement, with strong communication and...Suggested
- ...A leading software company for short‑term rentals is seeking a Customer Success leader to enhance their onboarding experience. The ideal candidate will have over 4 years in Customer Success and experience managing mid-market implementations. This role involves coaching...SuggestedTemporary work
Hospitable.com
New York, NY1 day ago $140k - $180k
A modern travel agency in New York City is seeking a Senior Manager, Regional Advisor Success to lead market performance across west markets, driving advisor growth and retention. The ideal candidate will have 4-8 years in operations within a marketplace, with strong skills...SuggestedRemote job$76.3k - $96k
TIAA is looking for a Client Success Manager in New York, New York, to shape the client experience across its tax-advantaged products. The role involves managing client onboarding, ensuring smooth transitions, and serving as a primary contact for inquiries. Ideal candidates...Suggested$85k - $95k
IBISWorld, Inc. in New York is looking for a Client Success Manager to enhance customer relationships and ensure user satisfaction. This role involves delivering tailored onboarding, managing day-to-day client needs, and driving product adoption within a dynamic pod model...SuggestedWork at office3 days per week- BitGo is looking for a Customer Success Manager in New York to work with fintech clients, ensuring successful onboarding and deep integration with their digital asset solutions... ..., benefits, and the chance to be part of a leading firm in the digital asset space. #J-18808-...
- A tech company specializing in AI solutions is looking for an Onboarding Manager to facilitate customer experiences through onboarding,... ...thrive in a fast-paced setting, ideally with experience in startups, and be passionate about customer success. #J-18808-Ljbffr noto
$110k - $140k
A security identity company in New York is seeking a Partner Success Manager for its Premium Products. The role involves managing partner onboarding, maintaining relationships, and driving performance optimization. Candidates should have 2-5+ years in customer success or...$170k - $215k
...strategic shift towards larger customers in the beauty industry, requiring 6+ years in operations or strategy. Responsibilities include onboarding strategy development and cross-functional collaboration. Benefits include flexible PTO, health insurance, parental leave, and...Flexible hoursShift work- ...penetration. 75% of financial advisors don't offer digital... ...plans manually in Excel. This leads to a poor client experience and... ...are providing a best-in-class onboarding and implementation journey while... ...comfort zone. The Advisor Success team is a cross-functional team...Work experience placementWork at office
Savvy Wealth
New York, NY2 days ago $107.3k - $230.6k
...AI-first strategy. As a Senior BTP AI Onboarding Advisor, you will serve as a strategic leader driving... ...inhibiting AI adoption at scale. Lead the development and continuous refinement... ...in consulting, presales, customer success (CSP/CSM), solution architecture, or account...Work experience placement- ...A fast-growing SaaS startup is seeking a Customer Success Manager to manage client onboarding and retention. The ideal candidate will have 2-4 years of experience... ...skills and problem-solving abilities. You will lead discovery meetings, analyze customer data, and identify...Remote work
Titan
New York, NY1 day ago - ...A leading SaaS company is seeking a Remote Customer Success Manager to enhance client satisfaction and ensure effective onboarding and training. You'll engage with clients using Enerex's software, maintaining strong relationships and serving as their primary support contact...Remote workWork from homeHome office
Enerex USA
New York, NY1 day ago - ...A leading staffing solutions provider is seeking a Customer Success Specialist to lead customer onboarding and implementation efforts. You'll work closely with clients to understand their workflows and guide them through changes using a modern SaaS platform. Essential...Remote work
Hireframe
New York, NY1 day ago - ...A leading recruitment agency is looking for an Onboarding Specialist in the United States. This remote role combines consultative sales with technical onboarding... ...problem-solving skills and experience in customer success or sales. The position offers competitive...Remote work
Jobgether
New York, NY1 day ago - ...A fast-growing AI company based in California is seeking a Customer Success & Implementation Manager. The candidate will play a key role in onboarding clients onto their AI-powered platform for sales training. Ideal candidates have 3+ years in a B2B SaaS sales or customer...Remote workFlexible hours
Time Machine Inc
New York, NY1 day ago - ...A leading marketing agency is seeking a Customer Success Manager to own the client onboarding experience and maintain exceptional communication. Responsibilities include leading client meetings, ensuring project management effectiveness, and driving team alignment to achieve...Remote work
GLP Marketing
New York, NY1 day ago $136.8k - $198.38k
...good standing.The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role... ...clients achieve long-term financial success by serving as a trusted advisor and primary... ...servicing needs related to client onboarding, financial planning, and investor...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...Thehelloteam is seeking a proactive and organized Remote Customer Success Manager to support client relationships and onboarding in New York. You will be the key contact for clients, ensuring smooth onboarding, follow-ups, and addressing needs promptly. The ideal candidate...Full timeRemote work
Thehelloteam
New York, NY3 hours ago $90k - $100k
...Ad Hoc is looking for a Customer Success and Support Lead to join their remote team. The role involves managing customer engagement and requirements with minimal supervision, ensuring an effective onboarding process, and leading outreach initiatives. Candidates should...Remote workFlexible hoursAd Hoc LLC
New York, NY1 day ago- ...A restaurant technology firm is seeking a Lead – Customer Success Manager to manage client relationships and ensure satisfaction. This fully remote role involves onboarding and supporting enterprise clients, collaborating with teams to resolve issues, and offering product...Remote workFlexible hours
Checkmate Services
New York, NY1 day ago - ...qiibee is seeking a proactive Customer Success & Partner Onboarding Manager to manage B2B customer onboarding and lifecycle within the qiibee ecosystem. This remote role requires fluency in English and German, and 2–4 years of relevant experience, particularly in the...Remote work
qiibee
New York, NY1 day ago - ...looking for a proactive New Member Experience Lead to manage the first 30 days of our members' journeys... ...up with inactive users, and improving onboarding processes. Previous experience in community or customer success is essential, along with strong communication skills...Remote work
4WARD.earth
New York, NY1 day ago - ...A leading technology firm in the USA seeks a Revenue Management Customer Success Lead to ensure client success through effective onboarding, training, and relationship building. The ideal candidate has 3-5 years of experience in customer success or account management,...Remote work
Rentana Inc.
New York, NY1 day ago - ...A leading automotive software firm seeks an experienced Onboarding Manager to enhance the customer journey from sale to success. This fully remote position involves optimizing onboarding processes, managing a team of Onboarding Specialists, and ensuring effective transitions...Remote work
Steer Inc
New York, NY1 day ago $88k
...corporation founded by a unique consortium of leading foundations and private-sector... ...sustainability data easy. Job Summary As Onboarding Team Lead for Carbon, you'll be Novata's deepest carbon expert on the Customer Success side - the connective tissue between our...Work at officeImmediate startWorldwideRelocationNovata
New York, NY3 days ago- ...Rippling seeks an Implementation Manager to drive customer onboarding and product adoption across its platform. The successful candidate will collaborate with clients to ensure effective implementation of Rippling’s products, managing all aspects from project initiation...
Rippling
New York, NY1 day ago - ...A leading SaaS company is seeking an Implementation Specialist to manage the customer onboarding journey. In this role, you will guide clients through data migration and provide... ...professional training, ensuring they achieve success on the platform. The ideal candidate...Remote work
Karbon
New York, NY1 day ago - ...Level AI is seeking an Implementation Manager to lead client onboarding and implementation, ensuring clients maximize the benefits of our AI... ...field and at least 4 years of technical experience, including successful customer implementations. The role involves strong project...
Level AI
New York, NY1 day ago - A high-growth AI technology startup is seeking a Customer Success Manager to advocate for clients and ensure maximum value from their innovative AI platform. This role involves managing onboarding, enhancing product adoption, and retaining clients for long-term success...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Advisor Onboarding & Success Lead. Be the first to apply!
Related searches
- innovation advisor New York, NY
- college advisor New York, NY
- trust advisor New York, NY
- service advisor assistant service manager New York, NY
- work from home advisor New York, NY
- at home advisor New York, NY
- scientific advisor New York, NY
- comfort advisor New York, NY
- work from home apple advisor New York, NY
- international police advisor New York, NY