Director, Customer Success & Growth

Datalign Advisory is a cutting-edge platform that provides AI-driven, data-centric financial advisory services. The role of Director, Customer Success & Growth involves driving revenue growth, managing key relationships with advisors, and utilizing data-driven insights to optimize campaigns and ensure excellent service.

Responsibilities:

• Drive revenue growth through strategic bidding recommendations, budget management, and data-driven decision-making
• Monitor advisor KPIs, track month-over-month growth, and identify opportunities to unlock incremental spend
• Optimize supply - demand balance by minimizing unmatched leads and addressing gaps in coverage, geography, investable assets, and services
• Build and manage strong relationships with new and existing advisors
• Lead regular advisor meetings and quarterly business reviews to assess performance, align on strategy, and set growth goals
• Fully onboard advisor partners from contract completion through first campaign spend and ongoing optimization
• Advise partners on campaign and purchase strategies to maximize ROI and budget efficiency
• Collaborate cross-functionally with analysts, product, and engineering teams to derive insights, improve performance, and resolve technical issues
• Oversee advisor-facing operational processes to ensure efficiency, accuracy, and scalability
• Provide demand-side updates, support quarterly revenue forecasting, and contribute to board-level reporting
• Train and mentor team members to ensure consistent execution and knowledge transfer