Customer Success Manager
About The Position
Verlo is building the operating system for financial advisors. Financial advisors spend too much time switching between CRMs, email, calendars, notes, spreadsheets, and manual processes. We're building an AI-powered platform that brings everything together, helping advisory firms spend less time on administrative work and more time serving clients. We're growing quickly and are looking for another Customer Success Manager to help our customers get the most out of Verlo. As a Customer Success Manager, you'll own relationships with a portfolio of advisory firms and help them achieve measurable success with Verlo. You'll become a trusted advisor to your customers, helping them adopt new features, improve their workflows, solve challenges, and maximize the value they receive from our platform. You'll work closely with Sales, Product, Support, and Engineering to ensure every customer has an exceptional experience from implementation through renewal.
Requirements
- Excellent communication and relationship-building skills
- Strong project management and organizational abilities
- A customer-first mindset with a passion for helping people succeed
- Comfortable managing multiple customer relationships simultaneously
- Ability to solve problems independently and work cross-functionally
- Excited to work in a fast-paced startup environment
Nice To Haves
- Experience with B2B SaaS
- Experience working with financial advisors, wealth management firms, or fintech
- Experience with CRM platforms and customer success tools
- Experience managing renewals and identifying growth opportunities
Responsibilities
- Manage a portfolio of customer accounts
- Build strong relationships with advisors and their teams
- Drive product adoption and ongoing engagement
- Conduct onboarding follow-ups, training sessions, and business reviews
- Proactively identify risks and develop success plans
- Manage renewals and identify expansion opportunities
- Coordinate with Support and Engineering to resolve customer issues
- Gather customer feedback and advocate for product improvements
- Maintain accurate customer health metrics and account notes
- Help improve our customer success playbooks and processes
Benefits
- Competitive compensation and benefits
- Opportunities for career growth as Verlo scales
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
