Client Success Manager

Job Description

Snap Finance is seeking a dynamic and motivated Client Success Manager to join our field-based team. In this role, you’ll serve as the face of Snap to our existing merchant partners, working directly in your assigned territory to strengthen relationships, drive adoption of Snap’s offerings, and help our clients succeed.

• Be a road warrior and work out of your car as you travel daily to meet customers face-to-face in your territory, completing 120-150 merchant visits each month
• Own relationships with Merchant Partners: serve as a trusted, strategic advisor with a focus on growth, building long-term relationships with our clients
• Become an expert on our product: assist merchant partners in capturing more customers by offering Snap programs and promotions
• Identify and communicate feedback and suggestions to Snap support and product teams
• Using relationship building /account management techniques and sales reports/data to uncover additional revenue potential within your merchant portfolio
• Schedule and deliver “field training” sessions with our merchants and their staff
• Work closely with Areas Sales Manager to strategize on merchant account goals

How you’ll make an impact

Be a road warrior and work out of your car as you travel daily to meet customers face-to-face in your territory, completing 120-150 merchant visits each month

Own relationships with Merchant Partners: serve as a trusted, strategic advisor with a focus on growth, building long-term relationships with our clients

Become an expert on our product: assist merchant partners in capturing more customers by offering Snap programs and promotions

Identify and communicate feedback and suggestions to Snap support and product teams

Using relationship building /account management techniques and sales reports/data to uncover additional revenue potential within your merchant portfolio

Schedule and deliver “field training” sessions with our merchants and their staff

Work closely with Areas Sales Manager to strategize on merchant account goals

What you’ll need to succeed

• 1+ years of outside account management experience, or we will train entry level candidates with less experience – must have high levels of people, communication, and emotional intelligence skills
• Must live in or near the territory listed and knowledgeable of local businesses in the area
• Strong experience with Customer Relationship Management (CRM) systems
• Professional approach with merchants – your professional dress, verbal and written communication is key to representing Snap at the highest levels
• Business and technical acumen – Using a consultative approach, possess experience analyzing merchant’s needs while focusing on customized sales techniques, identifying pain points, and leveraging market data
• Outstanding relationship-building skills and strong customer service aptitude with a high degree of responsiveness
• High energy, positive, effective, and empathetic, able to easily connect with people of different backgrounds
• Highly motivated and self-sufficient with a demonstrated track record of achieving measurable goals and creating own schedule
• Comfortable using a range of technology platforms and while working out of your car all-day

Why Join Us

• Generous paid time off
• Competitive medical, dental & vision coverage
• 401K with company match for US
• Company-paid life insurance
• Company-paid short-term and long-term disability
• Access to mental health and wellness resources
• Company-paid volunteer time to do good in your community
• Legal coverage and other supplemental options
• A value-based culture where growth opportunities are endless