Job Description
📋 Description Own day-to-day relationships with Savvy advisors; ensure success. Partner with Head of Advisor Success to boost engagement and retention. Champion Savvy’s value; communicate impact of software and services. Drive KPIs: adoption, utilization, retention, expansion. Identify churn risk; develop mitigation plans. Build a feedback loop; voice of the advisor to internal teams. 🎯 Requirements 3–5+ years of experience in customer success, advisor success, account management, client engagement, or sales enablement Strong relationship-building and communication skills, with the ability to engage senior advisors confidently and empathetically Experience onboarding, training, or enabling customers to adopt software or services A customer-first mindset with strong ownership and follow-through Proficiency using AI tools to scale advisor engagement and synthesize feedback Ability to prioritize, multitask, and operate effectively in a fast-growing environment Comfort learning and adopting new tools and technologies quickly 🎁 Benefits Competitive salary and equity package Unlimited PTO + paid company holidays Holistic medical, dental, and vision plans Company 401(k), Commuter, and HSA/FSA plans NYC office in Manhattan Mental health and wellness resources
