Director, Customer Success & Growth

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 ...