Advisor Success Manager

🕒 July 16

🇺🇸 United States – Remote

💵 $55k - $65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🦅 H1B Visa Sponsor

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Ingenio

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🏥 Healthcare

📱 Media

💰 $232M Venture Round on 2021-08

Consulting • Healthcare • Media

Ingenio is the world’s largest media and marketplace platform supporting an international community of advisors in modern spiritual and wellness practices. It connects individuals to a diverse global community, helping them explore pioneering thought leadership in emotional and spiritual health. Ingenio offers a stable and trustworthy technological foundation for numerous brands within its community, providing innovations that enhance emotional and spiritual well-being. With over two decades of experience, Ingenio is at the forefront of transformational practices, integrating evolving technologies to aid in spiritual and emotional health. The platform serves as a modern compass for navigating new eras of awakening by fostering connections to self and others.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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