Advisor Success Manager Jobs

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

The Role As a Strategic Customer Success Manager, you are a trusted technical and business advisor helping our most significant strategic accounts navigate their long-term roadmaps on MongoDB. You’ll be responsible for maximizing customer lifetime value and success for a book of G2000 business, acting as a strategic partner to C-suite and technical leaders to align MongoDB’s capabilities with their multi-year IT transformations. You’ll drive customer retention, proactive consumption, and executive-level advocacy. You’ll build deep relationships with CIO/CTO personas, understand the nuances of complex market challenges, and orchestrate global resources to deliver transformative business value where your customers need it most. Key Responsibilities Customer Advisory Proactively identify and mitigate complex consumption risks by combining technical goals with success metrics and advising on sophisticated architectural strategies. Deliver optimal solutions for significant strategic accounts, accelerating time-to-value and guiding customers to achieve high-stakes business goals through their MongoDB roadmap Conduct comprehensive customer business reviews for complex accounts, analyzing technical health and operational performance while translating insights into strategic value-based outcomes. Partner with C-suite and technical leaders to align on objectives and champion alignment of joint roadmaps that foster significant database growth Account & Portfolio Management Lead the cross-functional development of comprehensive account programs, outlining key deliverables and resource allocations that drive customer maturity and global revenue realization. Proactively manage a portfolio of the company’s most significant strategic accounts, developing and executing high-impact strategies to maximize value realization, executive advocacy, and long-term success Track and report progress against strategic outcomes, provide high-precision forecasting for high-value portfolios to

The Role As a Senior Customer Success Manager, you are a highly experienced advisor helping customers navigate their most complex journeys on MongoDB. You’ll be responsible for maximizing customer lifetime value and success for a portfolio of Enterprise (G2000) accounts, acting as a lead strategic connector between your customers and cross-functional resources to achieve high-stakes business goals. You’ll drive customer retention, revenue realization, and long-term advocacy while mentoring team members to elevate the organization's collective impact. You’ll build deep relationships with senior stakeholders, understand intricate technical environments inside and out, and navigate global account teams to deliver measurable impact in high-pressure scenarios. Key Responsibilities Customer Advisory Proactively identify and mitigate risks in accounts with significant technical complexity by advising on advanced operational strategies and best practices. Deliver cross-disciplinary solutions to critical customer challenges, accelerating time-to-value and guiding to achieve their business goals through their MongoDB deployments Conduct comprehensive customer business reviews for Enterprise accounts, analyzing technical health and risk while translating insights into business-critical outcomes. Partner with senior technical and business leaders to align on objectives and champion mutual success plans that foster long-term advocacy Account & Portfolio Management Drive cross-functional development of account strategy and take ownership of elements that drive customer maturity, lifetime value, retention, and revenue realization. Proactively manage a diverse portfolio of Enterprise customers across various stages of the journey, creating and executing strategies to maximize value realization, advocacy, and long-term success Track and report progress against key business outcomes, demonstrate control of the forecast by providing informed predictions to senior leadership for bu

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for a Customer Success Manager to support advertisers in India on onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role is based in our Mumbai office. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in Seattle, WA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Have

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in San Francisco, CA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. About the role: The Customer Success Manager role will play a critical part in the exciting growth and retention trajectory of the Commercial Sector at Okta. You will report to the Regional Manager, Customer Success and be responsible for complementing Okta’s innovations, best practices, and capabilities with our valued customers’ business objectives and priorities. As a strategic and trusted advisor, you will shift customer mindsets, create demand for our solutions, and drive higher business value and executive alignment between Okta and our customers. The ideal candidate embodies a high-performance mindset—consistently raising the bar, turning action into traction, thriving in change, and moving fast to simplify and repeat. It requires complementing Okta’s innovations, efficiencies and capabilities with our valued customers’ business objectives and priorities thereby driving higher business value and executive alignment between Okta and our customers, but it also demands a leader who can navigate these constraints with urgency and an obsession for concrete outcomes. Strong problem-solving, orchestration, and consultative skills are necessary for navigating challenges, finding innovative solutions, and winning as a team. In this role, you will: Deliver Customer Value: Develop and nurture strong customer and C-Level relationships to understand their business goals and needs, ensuring retention, happiness, and a significant return on investment. Cement

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. As Vanta's Customer Success Manager, Strategic, you will serve as a trusted advisor to Vanta's largest and most complex customers—organizations with 10,000+ employees navigating sophisticated security and compliance landscapes. Unlike traditional CSM roles managing 20-30 accounts, you'll own a focused book of 5-10 strategic accounts, driving deep customer relationships, multi-quarter projects, and high-impact business outcomes. The Strategic CS team plays a defining role in proving Vanta can serve the enterprise at scale. You'll partner closely with Strategic Account Executives and Account Managers to execute land and expand strategies, manage complex implementations, and guide executive stakeholders through their GRC program maturity journeys. Your work will directly influence Vanta's upmarket growth, product roadmap, and strategic positioning in the market. What you’ll do as a Customer Success Manager, Strategic at Vanta: Serve as the primary trusted advisor for 5-10 of Vanta's most strategic customers, each with 10,000+ employees and highly complex organizational structures Lead enterprise-scale implementations, configurations, and optimizations of Vanta's Trust Management Platform across multi-business-unit, multi-geography organizations Build and maintain deep, multi-threaded executive relationships with CISOs, CIOs, Chief Compliance Officers, and other C-level stakeholders Partner closely with Strategic Account Executives and Account Managers to identify expansion opportunities, develop account growth strategies, and execute on land and expand motions Manage complex, multi-quarter projects that require coordination across

Our Customer Success team is the linchpin of the post-sales customer relationship. By combining deep business and technical savvy, Customer Success keeps MongoDB at the center of our customers’ technology strategy, and ensures every customer can realize the full potential of their investment. We are looking to speak to candidates who are based in New York for our hybrid working model. The Role As a Customer Success Manager, you are the trusted advisor helping customers navigate their journey on MongoDB. You’ll be responsible for maximizing customer lifetime value and success for a portfolio of accounts, acting as a strategic connector between your customers and the right resources at the right time to achieve their unique business goals. You’ll drive customer retention, revenue realization, and advocacy. You’ll build deep relationships, understand customer needs inside and out, and seamlessly navigate account team and internal resources to deliver real, measurable impact where your customers need it most. Key Responsibilities Customer Advisory Proactively identify risks and ensure deployment health by advising on best practices and operational strategies. Deliver optimal solutions to critical customer challenges, accelerating time-to-value and guiding customers to achieve their business goals through their MongoDB deployments Conduct comprehensive customer business reviews, analyzing technical health and operational performance while translating insights into value-based outcomes. Partner with technical and business leaders to align on objectives and champion mutual success plans that foster growth and retention Account & Portfolio Management Own elements of the account plan that drive customer maturity and lifetime value, retention, and revenue realization. Proactively manage a portfolio of customers across various stages of the journey, creating and executing strategies to maximize value realization, advocacy, and long-term success Track and report progress ag

Our Customer Success team is the linchpin of the post-sales customer relationship. By combining deep business and technical savvy, Customer Success keeps MongoDB at the center of our customers’ technology strategy, and ensures every customer can realize the full potential of their investment. We are looking to speak to candidates who are based in Boston for our hybrid working model. The Role As a Customer Success Manager, you are the trusted advisor helping customers navigate their journey on MongoDB. You’ll be responsible for maximizing customer lifetime value and success for a portfolio of accounts, acting as a strategic connector between your customers and the right resources at the right time to achieve their unique business goals. You’ll drive customer retention, revenue realization, and advocacy. You’ll build deep relationships, understand customer needs inside and out, and seamlessly navigate account team and internal resources to deliver real, measurable impact where your customers need it most. We're looking to speak with candidates based in Boston for our hybrid working model. Key Responsibilities Customer Advisory Proactively identify risks and ensure deployment health by advising on best practices and operational strategies. Deliver optimal solutions to critical customer challenges, accelerating time-to-value and guiding customers to achieve their business goals through their MongoDB deployments Conduct comprehensive customer business reviews, analyzing technical health and operational performance while translating insights into value-based outcomes. Partner with technical and business leaders to align on objectives and champion mutual success plans that foster growth and retention Account & Portfolio Management &l

Our Customer Success team is the linchpin of the post-sales customer relationship. By combining deep business and technical savvy, Customer Success keeps MongoDB at the center of our customers’ technology strategy, and ensures every customer can realize the full potential of their investment. The Role As a Customer Success Manager, you are the trusted advisor helping customers navigate their journey on MongoDB. You’ll be responsible for maximizing customer lifetime value and success for a portfolio of accounts, acting as a strategic connector between your customers and the right resources at the right time to achieve their unique business goals. You’ll drive customer retention, revenue realization, and advocacy. You’ll build deep relationships, understand customer needs inside and out, and seamlessly navigate account team and internal resources to deliver real, measurable impact where your customers need it most. We are looking to speak to candidates who are based in Tokyo for our hybrid working model. Key Responsibilities Customer Advisory Proactively identify risks and ensure deployment health by advising on best practices and operational strategies. Deliver optimal solutions to critical customer challenges, accelerating time-to-value and guiding customers to achieve their business goals through their MongoDB deployments. Conduct comprehensive customer business reviews, analyzing technical health and operational performance while translating insights into value-based outcomes. Partner with technical and business leaders to align on objectives and champion mutual success plans that foster growth and retention. Account & Portfolio Management Own elements of the account plan that drive customer maturity and lifetime value, retention, and revenue realization. Proactively manage a portfolio of customers across various stages of the journey, creating and executing strategies to maximize value realization, advocacy, and long-term success. Track and report progress ag

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About the team Stripe’s Customer Success Managers are ultimately responsible for the complete post-sales lifecycle of a Stripe user, and through your partnership, users will derive maximum value from their investments, leading to project success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. What you’ll do You will become a trusted advisor to these customers, will deeply understand their business and their needs, and help them maximize the value they get from Stripe. This role involves working closely with the user account team, senior executives and engaging in product, payments, and technical conversations at multiple levels of the organization. You will be the user’s internal advocate, helping ensure an excellent Stripe experience, and gathering feedback on ways that Stripe can build the next generation of user-focused solutions. You will love this job if you are a natural relationship and business builder. Responsibilities Lead the post-sale engagement, retention, and growth of your customers, partnering closely with the Account Executive Support expansion of your accounts - identify opportunities, drive business outcomes, ensure customers are successful in partnership with the account team Build and foster relationships with senior executives in business, product, engineering, finance, and IT in partnership with the Account Executive and team Evangelize Stripe customer success stories and customer s

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for a Customer Success Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role is based in our Dublin office. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ ye

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for a Customer Success Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role is based in our Munich office. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ ye

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for a Customer Success Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role is based in our Paris office. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ yea