Customer Success Manager

Job not on LinkedIn

🔥 2 hours ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $60k - $65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

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Snappy Kraken

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

📣 Marketing

💸 Finance

💰 $6M Series A on 2021-04

Consulting • Marketing • Finance

Snappy Kraken is a marketing platform designed specifically for financial advisors. It offers a comprehensive suite of tools for client engagement, including AI-powered email builders, text messaging, personalized websites, and marketing automation. The platform is geared towards helping financial advisors grow faster by simplifying marketing processes and strengthening client relationships through consistent communication and educational content. With a focus on content, automation, and analytics, Snappy Kraken aims to make complex marketing tasks manageable for advisors, allowing them to focus on building meaningful connections with their clients. The platform has been recognized for its innovation and effectiveness in digital marketing, earning numerous awards for its content and technology solutions.

📋 Description

• Manage a portfolio of Freedom360 clients, ensuring consistent delivery of all program elements • Conduct regular business reviews with clients, highlighting performance and demonstrating program ROI • Support the renewal process by reinforcing value and client outcomes • Lead onboarding, campaign preparation, approvals, and timely content publication • Provide insights and suggestions to help clients make the most of the program • Build strong client relationships through regular communication via chat, phone, email, and video • Maintain accurate client records in the CRM • Work with the Freedom360 Program Lead to improve processes and client experience

🎯 Requirements

• 2–4 years of Customer Success experience with proven success managing client outcomes • Demonstrated ability to lead business reviews that showcase ROI and connect program value to client goals • Experience in SaaS customer success is required • Background in Financial SaaS or Marketing Tech SaaS is a strong plus • Strong communication and organizational skills • Comfortable presenting information and guiding client discussions • Tech-savvy, adaptable, and eager to learn new tools • Proactive and able 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 • Currently residing in and eligible to legally work in the United States or Canada

🏖️ Benefits

• Work Remotely • Personal Days for when you need a break (on top of your regular vacation) • Development Fund to help you grow • Medical Insurance Options • Parental/Maternity Leave • Growth opportunities • Additional performance compensation predicated on reaching quota or performance goals