Customer Success Manager

Job Summary

A company is looking for a Customer Success Manager to oversee their premium marketing solution for financial advisors.

Key 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
• Lead onboarding, campaign preparation, approvals, and timely content publication

Required Qualifications

• 2-4 years of Customer Success experience with proven success managing client outcomes
• Experience in SaaS customer success is required; background in Financial SaaS or Marketing Tech SaaS is a strong plus
• Demonstrated ability to lead business reviews that showcase ROI and connect program value to client goals
• Proactive and able to manage multiple priorities independently
• Tech-savvy, adaptable, and eager to learn new tools