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Advisor Success Manager: Drive Adoption
Job in
Provo, Utah County, Utah, 84605, USA
Listed on 2026-01-24
Listing for:
Estate Guru, Inc.
Full Time
position Listed on 2026-01-24
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager, Customer Success Mgr./ CSM, HelpDesk/Support
Job Description & How to Apply Below
A leading technology firm is seeking a proactive Customer Success Manager in Provo, Utah, to strengthen relationships with financial advisors and ensure satisfaction. This role requires strong communication skills, a problem-solving mindset, and experience in customer service or account management. The ideal candidate will be goal-oriented and able to work both independently and in a team. The position offers a competitive salary, health benefits, and a hybrid work environment with in-office collaboration three days a week.
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