Advisor Success Manager

🕒 Julho 16

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $55.000 - $65.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🏆 Sucesso do Cliente

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Ingenio

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💼 Consultoria

🏥 Saúde

📱 Mídia

💰 $232.000.000 Venture Round em 2021-08

Consulting • Healthcare • Media

A Ingenio é a maior plataforma de mídia e marketplace do mundo, apoiando uma comunidade internacional de consultores em práticas modernas de espiritualidade e bem-estar. Ela conecta indivíduos a uma comunidade global diversificada, ajudando-os a explorar lideranças de pensamento inovadoras em saúde emocional e espiritual. A Ingenio oferece uma base tecnológica estável e confiável para diversas marcas dentro de sua comunidade, proporcionando inovações que melhoram o bem-estar emocional e espiritual. Com mais de duas décadas de experiência, a Ingenio está na vanguarda das práticas de transformação, integrando tecnologias em evolução para auxiliar na saúde espiritual e emocional. A plataforma serve como uma bússola moderna para navegar em novas eras de despertar, promovendo conexões consigo mesmo e com os outros.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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