Customer Success Manager

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Oversee a portfolio of Freedom360 clients, guaranteeing consistent execution of all program components.

• Conduct regular business evaluations with clients, showcasing performance and demonstrating the return on investment of the program.

• Assist in the renewal process by emphasizing value and client results.

• Lead the onboarding process, prepare campaigns, secure approvals, and ensure timely publication of content.

• Offer insights and recommendations to optimize client utilization of the program.

• Cultivate strong client relationships through regular communication channels including chat, phone, email, and video.

• Maintain precise client records within the CRM system.

• Collaborate with the Freedom360 Program Lead to enhance processes and client experiences.

• Supervise Freedom360, Snappy Kraken's comprehensive all-in-one marketing solution designed for financial advisors.

• Assist clients in achieving successful campaign launches, better marketing performance, and enhanced client engagement.

⛳️ Requirements

• 2–4 years of experience in Customer Success with a proven track record of managing client outcomes.

• Proven capability to lead business reviews that highlight ROI and align program value with client objectives.

• Required experience in SaaS customer success.

• A background in Financial SaaS or Marketing Tech SaaS is highly advantageous.

• Excellent communication and organizational skills.

• Comfortable presenting information and facilitating client discussions.

• Tech-savvy, adaptable, and enthusiastic about learning new tools.

• Proactive with the ability to handle multiple priorities independently.

• Alignment with core values: Pursue the Vision, Build Meaningful Relationships, Commit to Continuous Improvement, Solve with Purpose, Own Your Outcomes.

• Must be currently residing in and legally eligible to work in the United States or Canada.

🏝️ Benefits

• Work remotely.

• Personal days available for when you need a break, in addition to your regular vacation.

• Development fund to support your growth.

• Options for medical insurance.

• Parental/maternity leave.

• Opportunities for growth.

• Additional performance compensation based on achieving quotas or performance goals.