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