Director, Customer Success & Growth

Datalign Advisory Inc.•Cambridge, MA

8d•Hybrid

About The Position

We are seeking a highly motivated and customer-obsessed professional to drive revenue growth and manage key relationships with our advisors. The ideal candidate will bring strong account management experience and a solid analytics background, using data-driven insights to optimize campaigns, gather actionable feedback, and ensure excellent service for both new and existing advisors.

Requirements

4-5 years of experience in relationship, partnership, or account management / customer success within ad tech, mar-tech, fin-tech, or digital marketing; experience in financial services or wealth management is a plus.
Proven ability to drive revenue growth through campaign optimization, strategic thinking, and data-driven decision-making.
Experience onboarding and guiding partners from contract handoff through first campaign spend and ongoing optimization.
Strong analytical skills with comfort using data to inform campaign strategy and business decisions.
Excellent written and verbal communication skills, with a personable and relationship-focused approach.
Highly organized and able to manage multiple partnerships and campaigns while collaborating effectively across teams.
Consultative with the ability to think strategically and aligning external partner goals with company targets

Nice To Haves

Startup DNA: Thrives in fast-paced environments with shifting priorities and multiple responsibilities
Growth & Impact Focus: Excited to build from the ground up and see direct results of your work
Cross-Functional Collaboration: Works seamlessly across technical teams, leadership, and direct reports
Quality Obsessed: Ensures excellence and accuracy in all communications
Data-Driven: Uses metrics to guide decisions and continuously improve performance
Industry Passion: Genuinely excited about fintech and wealth management
AI-Forward: Eager to leverage AI solutions for enhanced communication effectiveness

Responsibilities

Drive revenue growth through strategic bidding recommendations, budget management, and data-driven decision-making.
Monitor advisor KPIs, track month-over-month growth, and identify opportunities to unlock incremental spend.
Optimize supply - demand balance by minimizing unmatched leads and addressing gaps in coverage, geography, investable assets, and services.
Build and manage strong relationships with new and existing advisors.
Lead regular advisor meetings and quarterly business reviews to assess performance, align on strategy, and set growth goals.
Fully onboard advisor partners from contract completion through first campaign spend and ongoing optimization.
Advise partners on campaign and purchase strategies to maximize ROI and budget efficiency.
Collaborate cross-functionally with analysts, product, and engineering teams to derive insights, improve performance, and resolve technical issues.
Oversee advisor-facing operational processes to ensure efficiency, accuracy, and scalability.
Provide demand-side updates, support quarterly revenue forecasting, and contribute to board-level reporting.
Train and mentor team members to ensure consistent execution and knowledge transfer.