FMG is a comprehensive marketing platform tailored specifically for financial advisors and related financial services industries, including broker-dealers, wealth management firms, and insurance agents. The company offers a suite of digital marketing tools designed to help build brands, engage with clients, and grow businesses through an all-in-one solution. FMG provides website tools, content marketing automation, social media management, and client communication solutions, focusing on making financial advisory marketing more accessible and effective. Known for its high customer satisfaction, FMG supports advisors in showcasing their expertise and improving client interaction with modern marketing strategies.
Automated Marketing • Financial Services Marketing • Websites • Digital Marketing • Social Media
6 days ago
🏈 Alabama – Remote
🌵 Arizona – Remote
+29 more states
💵 $60k - $71k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🏆 Customer Success
FMG is a comprehensive marketing platform tailored specifically for financial advisors and related financial services industries, including broker-dealers, wealth management firms, and insurance agents. The company offers a suite of digital marketing tools designed to help build brands, engage with clients, and grow businesses through an all-in-one solution. FMG provides website tools, content marketing automation, social media management, and client communication solutions, focusing on making financial advisory marketing more accessible and effective. Known for its high customer satisfaction, FMG supports advisors in showcasing their expertise and improving client interaction with modern marketing strategies.
Automated Marketing • Financial Services Marketing • Websites • Digital Marketing • Social Media
• Seeking an experienced and enthusiastic Manager for our Customer Success Coordinator team. • The ideal candidate will be an expert in customer care who is passionate about interacting with and assisting customers. • This role requires a people person who thrives on connecting with others, fostering relationships, and enhancing team collaboration and spirit. • The successful candidate will be an enthusiastic motivator, great communicator, and dedicated coach, bringing a positive outlook and vibrant energy to the team. • Lead, manage and support the Customer Success Coordinator team, ensuring a high-level of customer and team member satisfaction. • Develop and implement training programs for both soft and hard skills relevant to the team’s roles for both new and existing team members. • Mentor and coach new and existing team members, guiding them towards success and self-sufficiency in their roles. • Exhibit strong oral and written communication skills, with the ability to lead group meetings effectively. • Collaborate effectively with management and peers to achieve outstanding results in customer satisfaction, team member morale, and website output & velocity. • Monitor daily, weekly, monthly, and year-to-date reports for team and individual performance and inspire the team to hit performance targets.
• Bachelor’s degree in Business, Management, or related field, or equivalent work experience. • Two (2) years previous experience in a managerial role within a customer success, customer onboarding, or customer care team, where you independently led and developed a team while exercising significant decision-making autonomy. • Proven experience in a customer care or customer success role, with a track record of effectively managing escalated situations. • Exceptional interpersonal skills, with a passion for building relationships and connecting with people. • Strong communication and listening skills, capable of conveying information clearly and effectively. • Demonstrated ability to coach and develop team members, empowering them to achieve their full potential. • Strong organizational skills, with a process-oriented approach to work. • Proficient problem-solving skills, with a focus on creativity and innovation. • High level of emotional intelligence, with the ability to manage emotions and understand others.
• Generous paid Holiday schedule with a paid Winter Holiday Shutdown week • Comprehensive paid time off policies including vacation, sick, parental, and bereavement leave. • Robust Insurance Plan including: Medical with $0 co-pay, Telehealth plan, Dental, Vision, Health Savings Account (HSA) with generous employer contributions, Flexible Spending Accounts (FSA) • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage • Company-paid Short & Long Term Disability coverage • Company-paid Employee Assistance Program (EAP) • Matching 401(k) with immediate full vesting • Employee Events Committee that plans fun in-person and virtual events • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit • Internet & Gym Reimbursement! • Work computer equipment is provided to help you succeed :)
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