Advisor Success Manager

Ingenio, LLC•Orlando, FL

5d•$55,000 - $65,000

About The Position

Ingenio is a global media and technology company focused on spiritual and emotional wellness. The Advisor Success team supports the full advisor lifecycle, from onboarding through active talent management and offboarding. The Advisor Success Manager's core mission is to help a diverse, multilingual community of independent advisors grow their businesses on Ingenio's platforms. The role combines relationship-building and growth consulting, helping advisors understand the marketplace, optimize their services, and build sustainable revenue. The manager builds remote relationships across multiple brands and uses marketplace and performance insights to improve advisor success. This includes providing day-to-day support and strategic guidance, identifying engagement and quality improvements, resolving support tickets, communicating platform changes, and advocating for advisor feedback in product and operational improvements. The role also explores scalable processes, AI-powered tools, automation, and new engagement formats that strengthen advisor loyalty and advocacy. The successful candidate is expected to work with a data-driven, business-oriented, proactive, and operationally excellent approach while maintaining the warmth and responsiveness needed to build lasting relationships. The position is full-time. The US base pay range is $26.44–$31.25 per hour ($55,000–$65,000 annually), with actual pay determined by work location and other job-related factors.

Requirements

At least 2 years of experience in account management, client success, or a partner- or advisor-facing role.
Proven ability to manage a large, diverse portfolio of external partners or clients.
Ability to interpret performance data, identify patterns, and use insights to prioritize and drive change.
Strong written and verbal communication skills, including the ability to engage effectively with a diverse advisor audience at scale.
Experience with Zendesk or similar CRM or ticketing platforms.
Valid work authorization; the role does not sponsor or support new or transferred H-1B, F-1, OPT, STEM OPT, or other visas.

Nice To Haves

Exposure to influencer management, creator partnerships, or community-building.
B2C or marketplace experience.
Spanish proficiency.

Responsibilities

Support stages of the full advisor lifecycle, from onboarding and early activation through ongoing engagement, retention, and offboarding.
Build and maintain strong advisor relationships, providing responsive day-to-day support, strategic guidance, and ongoing communication through email, Zoom, and webinars.
Identify trends and opportunities for improvement, and execute targeted initiatives to improve engagement and quality.
Manage support tickets efficiently while maintaining a consistently high standard of resolution quality.
Support advisors through platform changes, feature rollouts, and operational transitions with clear communication and exceptional service.
Identify inefficiencies in advisor management processes and propose scalable solutions, including AI-powered tools and automation where relevant.
Represent the Voice of the Advisor by channeling feedback and competitive insights into product and operational improvements.
Explore and test engagement formats, including influencer-style advisor partnerships and community-building initiatives, to drive advisor loyalty and advocacy.
Use ticketing data, advisor KPIs, and marketplace signals to guide decisions and prioritize work.
Connect advisor experience to retention, revenue, and marketplace quality when making decisions.