Client Success Manager

Snap Finance; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Generous paid time off

Competitive medical, dental & vision

401K with company match

Company-paid life insurance

Disability coverage

Wellness resources

Volunteer time off

Legal coverage

Job summary

Snap Finance is seeking a dynamic and motivated Client Success Manager to join our field-based team. You’ll be the face of Snap to our merchant partners, traveling in your territory to strengthen relationships and drive adoption of Snap’s offerings.

You’ll become a product expert, serve as a strategic advisor, schedule field trainings, and leverage data to uncover growth opportunities. A background in account management and strong communication helps you excel in this role.

Qualifications

• 1+ years of outside account management experience; strong people, communication and emotional intelligence skills.
• Must live in or near the territory and know local businesses.
• Experience with CRM systems is required; professional dress and communication are key.
• Consultative approach with ability to analyze merchant needs and leverage market data.
• Self-mufficient, energetic, with a track record of meeting goals and managing own schedule.

Responsibilities

• Travel daily to meet customers in your territory, conducting 120–150 visits per month.
• Own relationships with Merchant Partners as a trusted advisor focused on growth.
• Become an expert on Snap products and promotions for our merchants.
• Share feedback with Snap support and product teams.
• Use sales reports and market data to uncover additional revenue potential.
• Schedule and deliver field training sessions with merchants and staff.
• Collaborate with Areas Sales Manager to achieve merchant goals.

Skills

People skills

Communication skills

Emotional intelligence

Relationship-building

Customer service

Tools

CRM systems

Job description

At Snap Finance, we believe everyone deserves access to the things they need, regardless of credit history. Since 2012, we've used data, machine learning, and a more human approach to create flexible financing solutions that help people move forward. We're proud of our inclusive, supportive culture, built on empowering our customers, partners, and team members alike. When our people thrive, so does our innovation.

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. Whether you’ve held titles like Account Executive, Territory Manager, Customer Success Manager, or you’re early in your career with a strong service mindset, we’re looking for individuals who thrive on client interaction, autonomy, and meaningful impact. If you're a relationship builder who loves being on the move and making a difference, this is the opportunity for you.

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
• Must have 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
• Must live in or near the territory listed and knowledgeable of local businesses in the area
• 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

More

Snap values diversity and all qualified applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Learn more by visiting our website at www.snapfinance.com. California Residents, please review our California Consumer Privacy Act Notice at https://snapfinance.com/ccpa-notice