Customer Success Specialist helping Canadian roofing businesses adopt Roofr’s CRM platform. Managing relationships, usage gaps, and post - onboarding success across customer portfolios.
About the role
- Customer Success Manager overseeing Freedom360 marketing programs for financial advisors. Guiding client outcomes, campaign launches, ROI reviews, renewals, and engagement.
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 via chat, phone, email, and video
- Maintain accurate client records in the CRM
- Work with the Freedom360 Program Lead to improve processes and client experience
- Oversee Freedom360, Snappy Kraken's premium all-in-one marketing solution for financial advisors
- Help clients achieve successful campaign launches, improved marketing performance, and stronger client engagement
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 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 core values: Pursue the Vision, Build Meaningful Relationships, Commit to Continuous Improvement, Solve with Purpose, Own Your Outcomes
- Currently residing in and eligible to legally work in the United States or Canada
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
- Additional performance compensation predicated on reaching quota or performance goals
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Senior manager leading strategic accounts and customer success for BlackBerry Radar’s transportation asset intelligence platform. Driving retention, adoption, renewals, expansion and customer lifetime value.
Client Success Representative supporting veterinary practices using Asteris’s Keystone PACS imaging software. Managing onboarding, adoption, renewals, and account growth.
Operations and Client Success Manager optimizing luxury vacation - rental operations, guest experience, and owner relationships. Driving SOP improvements, supplemental sales, and team KPI performance.
Bilingual Customer Success Manager helping SWTCH, an EV charging solutions company, drive adoption, retention, and growth across commercial customer accounts.
Customer Success Manager growing retention and revenue across municipal water - compliance software accounts. Managing renewals, expansions, services sales, and executive customer relationships.
CRM Lead Specialist overseeing Klaviyo CRM production, QA, and Specialist teams. Driving lifecycle marketing innovation for Domaine, a Shopify ecommerce design and development partner.
Low - carbon energy partnerships lead growing Creative Energy’s Vancouver district - energy network. Managing customers, developers, municipal stakeholders, and new thermal - system connections.
Customer Engagement Representative supporting customer service, order entry, shipping, billing, and finance operations for SKF’s industrial bearing solutions. Maintaining customer relationships and resolving delivery issues.
Client Success Coordinator supporting 75 - 100 clients for Safeguard Global, which helps companies hire, manage, and pay employees worldwide. Driving satisfaction, adoption, retention, and account growth.