Client Success Manager

Snap Finance US; Washington; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid time off

Medical coverage

Dental coverage

Vision coverage

401(k) match

Life insurance

Disability insurance

Mental health resources

Volunteer time

Job summary

Snap Finance in the United States is seeking a dynamic Client Success Manager to join our field-based team. You’ll travel within your territory to meet merchant partners, strengthen relationships, and drive adoption of Snap programs to help our clients succeed.

You’ll act as a trusted advisor, manage a portfolio of merchant partners, and coordinate field trainings and reviews with Areas Sales Manager. A consultative mindset and strong CRM experience are essential for success.

Qualifications

• 1+ years outside account management experience or entry-level candidates with strong service mindset
• Must live in or near the territory listed and be knowledgeable of local businesses in the area
• Strong experience with Customer Relationship Management (CRM) systems
• Professional approach with merchants – verbal and written communication is key to representing Snap at the highest levels
• Business and technical acumen – consultative approach, identify pain points, and leverage market data
• Outstanding relationship-building skills and high customer service aptitude

Responsibilities

• Be a road warrior and travel daily to meet customers face-to-face in your territory, completing 120-150 merchant visits each month
• Own relationships with Merchant Partners: act as trusted advisor with focus on growth
• Become an expert on our product: assist merchant partners in capturing more customers by offering Snap programs
• Identify and communicate feedback to Snap support and product teams
• Use relationship-building/account management techniques and sales reports to uncover additional revenue within your merchant portfolio
• Schedule and deliver field training sessions with our merchants and staff
• Collaborate with Areas Sales Manager to strategize on merchant account goals

Skills

Outside account management

CRM experience

Relationship building

Communication skills

Emotional intelligence

Territory knowledge

Tools

CRM software

Job description

Company Overview: 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. If you're looking to make an impact and grow with a team that values you, come join us!

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
• Use 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 be knowledgeable of local businesses in the area
• Strong experience with Customer Relationship Management (CRM) systems
• Professional approach with merchants – 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 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 while working out of your car all‑day

Why Join Us

• Generous paid time off
• Competitive medical, dental & vision coverage
• 401(k) 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
• Value‑based culture with endless growth opportunities

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. Our Mission and Success are creating opportunities. As this Snap team continues to grow, we are selecting the most talented individuals to join and contribute – our continued success depends on it!