Customer Success Manager

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

📋 Description

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

• Conduct periodic business reviews with clients, showcasing performance and illustrating program ROI.

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

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

• Offer insights and recommendations to enable clients to maximize the program's benefits.

• Foster robust client relationships through frequent communication via chat, phone, email, and video.

• Keep precise client records in the CRM system.

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

⛳️ Requirements

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

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

• Experience in SaaS customer success is essential.

• Background in Financial SaaS or Marketing Tech SaaS is a significant advantage.

• 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 manage multiple priorities independently.

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

• Must currently reside in and be legally authorized to work in the United States or Canada.

🏝️ Benefits

• Work Remotely

• Personal Days for when you need a break (in addition to your regular vacation)

• Development Fund to support your growth

• Medical Insurance Options

• Parental/Maternity Leave

• Opportunities for growth

• Additional performance-based compensation tied to achieving quotas or performance goals