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, Snappy Kraken’s premium marketing platform for financial advisors. Driving campaign launches, ROI, renewals, and client engagement remotely across the United States or Canada.
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
Requirements
- 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 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
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No Education Requirement
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