Advisor Success Manager
Core
Grow independent advisors' businesses on a global spiritual wellness marketplace platform through relationship building, strategic guidance, and operational support.
Role type
Senior IC Advisor Success Manager (Marketplace)
Builds
A global marketplace connecting users with independent spiritual and life advisors across multiple brands
Domain
Spiritual wellness, emotional health, and digital marketplace operations
Required skills
Account management, client success, data fluency, support ticket management, stakeholder communication, process optimization, influencer/creator partnership management, Spanish proficiency
Preferred skills
B2C experience, marketplace experience, exposure to influencer management, community-building
Technologies
Zendesk, CRM/ticketing platforms, Zoom, webinars
Responsibilities
Manage the full advisor lifecycle from onboarding to offboarding, develop strong advisor relationships, identify trends and execute initiatives to improve engagement, manage support tickets, support advisors through platform changes, propose scalable process solutions, serve as the Voice of the Advisor, test new engagement formats
Seniority
Mid-level, hands-on IC