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.
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
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
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
Work with innovative financial advisory firms across North America
Help shape how customer success evolves at a rapidly growing company
Collaborate closely with Product and Engineering to influence what we build
Competitive compensation and benefits
Opportunities for career growth as Verlo scales
If you love building relationships, solving problems, and helping customers succeed, we'd love to hear from you.
