Note: The job is a remote job and is open to candidates in USA. Snappy Kraken is a marketing program leader serving the financial services industry. The Customer Success Manager will oversee the Freedom360 marketing solution for financial advisors, manage high-value client relationships, guide onboarding and campaign delivery, and help clients achieve measurable business outcomes. The role also supports renewals, demonstrates program ROI, maintains CRM records, and improves the client experience.
Responsibilities
- 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 (chat, phone, email, video)
- Maintain accurate client records in our CRM
- Work with the Freedom360 Program Lead to improve processes and client experience
Skills
- This position is open to any candidates currently residing and eligible to legally work in the United States or Canada
- 2–4 years of Customer Success 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
- 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 our core values: Pursue the Vision, Build Meaningful Relationships, Commit to Continuous Improvement, Solve with Purpose, Own Your Outcomes
- Financial SaaS or Marketing Tech SaaS is a strong plus
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
Company Overview