Customer Success Manager

Role Overview

The Customer Success Manager will oversee Freedom360, our premium all-in-one marketing solution for financial advisors, and serve as the primary partner for our highest-value clients. The focus will be on helping clients achieve real business outcomes.

What You Will Do

Manage a portfolio of clients, conduct regular business reviews, support the renewal process, lead onboarding and campaign preparation, and provide insights to clients.

Why It Might Be a Fit

The ideal candidate will have 2-4 years of Customer Success experience, a proven ability to lead business reviews, and experience in SaaS customer success, preferably in Financial SaaS or Marketing Tech SaaS.

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
• 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

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