Advyzon | Comprehensive Advisor Technology for Established Firms

As the Vice President of Customer Success, you will play a pivotal role in Advyzon’s growth and success by driving customer satisfaction, retention, and expansion. Reporting directly to the executive team, you will lead the development and execution of strategies to deliver exceptional value to our customers while scaling our service organization to match the company’s rapid growth trajectory.

• Strategic Leadership: Define and execute a customer success strategy that aligns with Advyzon’s growth goals, ensuring outstanding customer experiences and retention.
• Team Building and Management: Build, mentor, and lead a high-performing Customer Success team, fostering a culture of accountability, continuous improvement, and excellence.
• Customer Retention and Growth: Develop and implement frameworks for onboarding, engagement, and retention to maximize customer lifetime value and drive expansion opportunities.
• Scalability: Create and refine scalable processes, tools, and systems to manage increasing customer demands as the company grows.
• Customer Advocacy: Act as the voice of the customer within Advyzon, collaborating with product, sales, and marketing teams to influence product development and deliver value-driven solutions.
• Data-Driven Insights: Leverage data and analytics to monitor key customer success metrics, identify trends, and drive informed decision-making.
• Relationship Building: Cultivate relationships with key clients to ensure their success and build strong references for Advyzon’s offerings.

• 8+ years of experience in customer success, client services, or a related field, with at least 5 years in a leadership role.
• Proven track record of scaling a customer success or service organization in a high-growth company, ideally within fintech or financial services.
• Strong understanding of financial advisors' needs and challenges is a significant plus.
• Exceptional ability to manage and motivate teams, driving both individual and organizational performance.
• Experience in implementing and optimizing customer success tools and processes.
• Analytical mindset with a focus on data-driven decision-making and continuous improvement.
• Outstanding communication and interpersonal skills, with the ability to build trust and influence at all organizational levels.
• Bachelor’s degree in business, finance, or a related field (MBA preferred but not required).

• Bachelor’s degree strongly preferred; MBA, CFP a plus.
• Deep knowledge of independent financial advisors and/or fintech industry.

We’re seeking a salesperson to join our growing team! This person will be responsible for marketing and selling the Advyzon platform to the financial advisor community within a specific geographic territory. The chosen candidate will develop strong relationships, uncover new opportunities and do what it takes to help Advyzon grow. Candidates must be self-starters with strong communication, presentation, and organizational skills. This position will require some travel.

• Effectively build and manage sales pipeline.
• Identify and uncover new opportunities.
• Conduct in-person or web-based demonstrations of Advyzon.
• Assist with creating marketing content for outbound marketing campaigns.
• Build a network of industry partners or centers of influence.
• Attend regional or national conferences as needed.
• Diligent follow up with prospects.
• Track and manage all leads and opportunities within our CRM.
• Work closely with the relationship management, support and development teams to ensure a great experience for our users.
• Manage client relationship and retention efforts.

• Candidates should have a minimum three years of sales experience in the financial technology or investment industry.
• Proven track record of exceeding annual revenue or sales goals.
• Excellent verbal and written communication abilities.
• The ability to deliver professional presentations.
• Strong organizational skills.
• Team player.
• Ability to work remotely.

• Bachelor’s degree strongly preferred; MBA, CFP a plus.
• Deep knowledge of independent financial advisors and/or fintech industry.

• Base pay = $65,000-$75,000.
• Commission = Quarterly incentive based on performance.

Advyzon is seeking a detail-oriented data operations professional to support our alternative investment data process, leveraging advanced technologies and tools to manage and validate investment data.

• Onboard new clients’ alternative investments by working with client service team, custodians and fund administrators
• Serve as an extension of our client’s back office by managing the entire post-trade processing of alternative investments
• Validate and process alternatives investment data for clients using various tools and technologies
• Collect, analyze and process into Advyzon alternative investment data and notices, including Capital Call Notices, Distribution Notices, and Capital Account Statements
• Resolve exceptions to ensure accuracy of alternative investment transactions and valuations
• Collaborate across Product, and Engineering team to optimize alternative investment data processing
• Coordinate with clients, the client service team, fund managers, and fund administrators to address data-related issues
• Support the migration or building of historical data for alternative investments using various sources
• Maintain and improve alternatives investment data operations workflow procedures

• Prior experience in alternative investment data entry or data operations is preferred
• Exceptional organizational skills and self-motivation
• Strong proficiency in Excel and experience analyzing and processing large data sets
• Meticulous attention to detail with high accuracy standards
• Strong communication and cross-functional collaboration skills
• Use and understanding of generative AI tools is a plus

• Opportunity to work with cutting-edge technologies
• Critical role in supporting Advyzon's alternatives investment data
• Opportunity to expand and develop our alternative investment data team

As a Product Analyst, you will play a pivotal role in the development and enhancement of the Advyzon platform. Working closely with cross-functional teams, you will contribute to the entire product lifecycle – from ideation and design to market launch. This is an excellent opportunity for a passionate individual who is eager to learn and grow within the product management field.

• Responsible for defining project specifications and requirements and creating the technical product documentation for new feature development.
• Collaborate with design team to create and refine product feature designs.
• Assist with testing and reviewing of new features.
• Conduct market research to identify trends and opportunities.
• Build documentation and training material related to product updates.
• Manage feature requests, customer feedback, and user data to inform product decisions.

• Strong time management skills to balance multiple projects and/or timelines at once.
• Enthusiastic and passionate.
• Data analysis and visualization proficiency.
• Excellent writing and organizational skills.
• Effective communication and collaboration skills with cross-functional teams.
• Detail-oriented with excellent problem-solving abilities and resourcefulness.
• Self-motivated and easily adaptable.
• 3+ years of experience within the independent advisory business.

We're looking for developer talent to join our growing team and help us grow our platform!

• Develop our flagship web-based Advyzon product, with focus on either back-end or front-end, using HTML5, C++/C/Java, Vue and Ruby on Rails.
• Demonstrated success in one’s professional work and/or program of study.
• Strong logical thinking skills with a math, physics, computer science or engineering background and/or academic major.
• Demonstrated self-motivated attitude and willingness to do whatever takes to get it done.
• Compensation is commensurate with one’s skills/contribution.

• Generate appointments by means of proactive outbound prospecting
• Consult with financial advisory firms with the purpose of learning about their current investment management and technology needs
• Determine if Advyzon Investment Management is a potential solution for their firm by questions about operations, investment process, current solutions, while understanding and uncovering pain points
• Track and report on outreach activities, lead status, and conversion rates to evaluate performance and areas of improvement
• Additional responsibilities include assisting Sales & Marketing teams with campaign design and implementation as well as various sales related administrative tasks.

• 2+ years relevant work experience ( preferred )
• Bachelor’s degree
• Candidates should have strong knowledge and/or experience in financial services
• Excellent verbal and written communication abilities
• Ability to deliver professional presentations
• Strong organizational skills
• Team player
• Ability to work independently