Customer Success Manager
About The Position
The Customer Success Manager (CSM) is a full-time, remote position at Snappy Kraken. Accessibility requirements are dependent on the role but could be expected during standard business hours Monday through Friday. This position is open to any candidates currently residing and eligible to legally work in the United States or Canada. As a CSM, you will oversee Freedom360, our premium all-in-one marketing solution for financial advisors. You will serve as the primary partner for our highest-value clients - building strong relationships, guiding them strategically, and ensuring the seamless delivery of all program components. Your focus will be helping clients achieve real business outcomes: successful campaign launches, improved marketing performance, and stronger client engagement.
Requirements
- 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; 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 our core values: Pursue the Vision, Build Meaningful Relationships, Commit to Continuous Improvement, Solve with Purpose, Own Your Outcomes
Nice To Haves
- background in Financial SaaS or Marketing Tech SaaS
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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
