Customer Success Manager
Job Summary
Overseeing a portfolio of Freedom360 clients, the full-time remote Customer Success Manager will build strong relationships, conduct business reviews to demonstrate program ROI, and support the renewal process while ensuring the seamless delivery of marketing solutions 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
- Demonstrated ability to lead business reviews that showcase ROI and connect program value to client goals
- Experience in SaaS customer success; background in Financial SaaS or Marketing Tech SaaS is a strong plus
- Proactive and able to manage multiple priorities independently
- Alignment with core values: Pursue the Vision, Build Meaningful Relationships, Commit to Continuous Improvement, Solve with Purpose, Own Your Outcomes
Complete Job Description
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