At a Glance
- Tasks: Drive revenue growth and manage key relationships with financial advisors using data-driven insights.
- Company: Join Datalign Advisory, a cutting-edge AI-driven financial advisory platform in Cambridge.
- Benefits: Enjoy competitive healthcare, 401(k) match, snacks, catered lunches, and flexible work arrangements.
- Other info: Thriving startup culture with opportunities for growth and collaboration across teams.
- Why this job: Be part of a vibrant team in a dynamic incubator, making a real impact in fintech.
- Qualifications: 4-5 years in account management or customer success, preferably in ad tech or fintech.
The predicted salary is between 80000 - 100000 £ per year.
Location: Cambridge, MA (Kendall Square). Hybrid schedule with 4 days a week in the office.
Company Overview
Datalign Advisory is a cutting-edge platform that provides AI-driven, data-centric financial advisory services, connecting users with expert advisors to optimize financial decision-making. Our goal is to revolutionize the financial advisory landscape by offering personalized, scalable solutions through advanced technology and data analytics. In 2022, we launched from Cambridge’s innovation hub with Link Ventures as our lead investor. Today, we’ve connected over $50 billion in potential client assets with 13,000 trusted advisors.
Job Description
We are seeking a highly motivated and customer-obsessed professional to drive revenue growth and manage key relationships with our advisors. The ideal candidate will bring strong account management experience and a solid analytics background, using data-driven insights to optimize campaigns, gather actionable feedback, and ensure excellent service for both new and existing advisors.
What You’ll Do:
- 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.
What You’ll Bring:
- 4-5 years of experience in relationship, partnership, or account management/customer success within ad tech, mar-tech, fin-tech, or digital marketing; experience in financial services or wealth management is a plus.
- Proven ability to drive revenue growth through campaign optimization, strategic thinking, and data-driven decision-making.
- Experience onboarding and guiding partners from contract handoff through first campaign spend and ongoing optimization.
- Strong analytical skills with comfort using data to inform campaign strategy and business decisions.
- Excellent written and verbal communication skills, with a personable and relationship-focused approach.
- Highly organized and able to manage multiple partnerships and campaigns while collaborating effectively across teams.
- Consultative with the ability to think strategically and align external partner goals with company targets.
Some traits we love:
- Startup DNA: Thrives in fast-paced environments with shifting priorities and multiple responsibilities.
- Growth & Impact Focus: Excited to build from the ground up and see direct results of your work.
- Cross-Functional Collaboration: Works seamlessly across technical teams, leadership, and direct reports.
- Quality Obsessed: Ensures excellence and accuracy in all communications.
- Data-Driven: Uses metrics to guide decisions and continuously improve performance.
- Industry Passion: Genuinely excited about fintech and wealth management.
- AI-Forward: Eager to leverage AI solutions for enhanced communication effectiveness.
Why You Will Love Working Here
Join a fun, collaborative team in our vibrant Kendall Square office, where you'll be surrounded by great startup energy as part of a dynamic incubator alongside other innovative companies. We keep the team fueled with fully stocked snacks, coffee, and catered lunches twice a week—because we believe the best ideas happen when people can focus on the work that matters. We offer comprehensive benefits including healthcare (medical, vision, and dental), 401(k) with company match, as well as cell phone stipend to keep you connected, PTO and company holidays. Join us and you will experience the energy and momentum that comes with building something meaningful in one of the country's top innovation hubs.
Director, Customer Success & Growth in Cambridge employer: Datalign Advisory
Datalign Advisory is an exceptional employer located in the vibrant Kendall Square of Cambridge, MA, where innovation thrives. Our collaborative work culture fosters creativity and growth, supported by comprehensive benefits including healthcare, a 401(k) plan with company match, and regular team events that enhance camaraderie. Join us to be part of a dynamic team that values your contributions and offers opportunities for professional development in the exciting fintech space.
StudySmarter Expert Advice🤫
We think this is how you could land Director, Customer Success & Growth in Cambridge
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Datalign Advisory. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Datalign Advisory before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Director, Customer Success & Growth in Cambridge
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Datalign Advisory:Your cover letter is your chance to shine! Tell us why you want to work at Datalign Advisory specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Datalign Advisory!
How to prepare for a job interview at Datalign Advisory
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
