Customer Success Coordinator

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FMG

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💸 Finance

☁️ SaaS

💰 Series A on 2016-08

Finance • Marketing • SaaS

FMG is a comprehensive marketing platform tailored specifically for financial advisors and related financial services industries, including broker-dealers, wealth management firms, and insurance agents. The company offers a suite of digital marketing tools designed to help build brands, engage with clients, and grow businesses through an all-in-one solution. FMG provides website tools, content marketing automation, social media management, and client communication solutions, focusing on making financial advisory marketing more accessible and effective. Known for its high customer satisfaction, FMG supports advisors in showcasing their expertise and improving client interaction with modern marketing strategies.

📋 Description

• Lead clear and professional communication with advisor clients via phone, email, and video conference to collaborate on building their website • Use Claude, Gemini, and the FMG Assistant as part of your daily workflow to accelerate client communication, project tracking, content review, and creative problem solving • Build advisor websites using FMG's proprietary content management system (CMS), translating client direction into a polished, brand accurate site • Log every client communication and project activity in HubSpot to maintain a complete record of the build • Manage a concurrent workload of 30 plus active projects, keeping each one on schedule and within scope • Set clear expectations with advisor clients throughout the setup process, keeping them on target and within the agreed timeframe • Adapt your approach to a wide range of clients, from hands on subscribers to those who want more guidance and support • Partner with Front End Developers, Copywriters, Designers, Fulfillment, and Onboarding to move builds forward and resolve blockers quickly • Leverage FMG's full suite of tools, including HubSpot, Google Workspace (Gmail, Sheets, Docs, Meet), Slack, Figma, and the FMG CMS • Participate in team meetings, project standups, design reviews, and ongoing training • Stay current on AI tooling and FMG process improvements, proactively suggesting ways to streamline the build experience • Thrive in a fast paced, AI forward environment and have fun as we grow together • Access to a private and secure workspace, free from distractions • Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor • An internet connection with speeds of 5 Megabits down and 3 Megabits up (5mbps and 3mbps)

🎯 Requirements

• Real world experience or related college degree required • Two plus years of customer service or customer support experience • AI fluency in Claude, Gemini, and the FMG Assistant as a core competency, with comfort using these tools in a production workflow • Project management experience is a plus • CRM experience, with HubSpot familiarity a plus • Professional written and verbal communication skills, with the ability to stay calm, warm, and clear in client facing conversations • An eye for design and the ability to give useful feedback on layout, content, and visual presentation • Detail oriented, organized, and able to juggle multiple priorities with grace • Self motivated and able to function both independently and within a team structure • Strong time management and the ability to manage expectations, set schedules, and keep deliverables on track as agreed to • Comfortable brainstorming and offering creative solutions to challenges big and small • Quick on your feet and able to field questions and challenges as they happen. • Excellent follow up and follow through skills • Experience with Apple Macs, Google Workspace, Slack, HubSpot, and other online tools is desired. The ability to quickly learn these and other tools is more important.

🏖️ Benefits

• Medical with $0 co-pay • Telehealth plan • Dental • Vision • Health Savings Account (HSA) with generous employer contributions • Flexible Spending Accounts (FSA) • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage • Company-paid Short & Long Term Disability coverage • Company-paid Employee Assistance Program (EAP) • Matching 401(k) with immediate full vesting • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit • Internet & Gym Reimbursement! • Comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave. • Generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.