Advisor Success Manager

Ingenio•Orlando, FL

About The Position

Ingenio is a global media and technology company focused on spiritual wellness, with a portfolio of more than 20 marketplace and media brands. The Advisor Success Manager helps independent advisors grow their businesses on Ingenio’s platforms by building relationships, offering guidance, and improving advisor engagement, service quality, and sustainable revenue. The role supports the full advisor lifecycle, from onboarding and activation through ongoing management, retention, and offboarding, across multiple brands and a diverse, multilingual advisor community. The position combines relationship management and growth consulting. It uses advisor feedback, ticketing data, KPIs, and marketplace insights to identify priorities and inform product, operational, and engagement improvements. The manager also helps advisors adapt to platform changes and new features, and explores scalable support approaches, including automation and AI tools that maintain a human touch.

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 visas.
Submit a resume or CV in English.

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 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 increase engagement and quality.
Manage support tickets efficiently while maintaining a high standard of resolution quality.
Support advisors through platform changes, feature rollouts, and operational transitions with clear communication and excellent 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 priorities.
Stay informed about industry trends, challenge existing processes, and seek smarter ways to support advisors while preserving a human touch.