Field-Based Client Success Manager (Territory)

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

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.