Customer Success Manager

**About Us** Snappy Kraken is a marketing program leader in the financial services industry. **We believe that our work helps people achieve greater freedom.** * Our tools help financial advisors achieve greater freedom over their time. * Our content helps people achieve greater financial freedom for their families. * Our culture helps team members achieve greater freedom in where (and how) to live and work. **Our innovative solutions set us apart.** * Financial content is stale; we make it interesting. * Marketing technology is complex; we make it simple. * Financial advisor brands are bland; we make them captivating. **The Purpose of This Role** 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. **Primary Role \& 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. **Primary Qualifications** * **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 **Perks \& Benefits** * Work Remotely * Personal Days fo