Freelance CSM: Growth, Mentor, Flexible Hours | $87k-$137k

Wealth Management Corp; Portland (ME); On-site; USD 87,000 - 137,000; Full time

Benefits offered by this job

Mentorship

Flexible hours

Benefits

Job summary

Wealth Management Corp in Portland, ME is seeking a Customer Success Manager to drive revenue through data-informed messaging, demos, and strategic account engagement. The role emphasizes curiosity about why customers buy and delivering tangible results, with flexible, freelance-style hours and strong mentorship.

Ideal candidates bring hands-on knowledge base management, QA monitoring, and the ability to present to leadership while maintaining professionalism and discretion with sensitive

Qualifications

• Hands-on command of Knowledge Base Management and QA Monitoring.
• Comfort presenting to manager leadership.
• Strong interpersonal skills and cultural awareness.
• Experience working with a curious freelance team.
• Proven follow-through and delivery of results.
• Professionalism and discretion with sensitive information.

Responsibilities

• Run experiments on sales marketing messaging and keep only what converts.
• Qualify opportunities to ensure the team pursues real revenue.
• Negotiate pricing and close deals meeting quarterly quotas.
• Deliver persuasive product demos to data-driven buyers and stakeholders.
• Encourage QA Monitoring adoption to reduce blind spots for the ME team.
• Tune ad creative to lower cost-per-lead for marketing efforts.
• Turn Wealth Management Corp's employee-centric differentiator into a brief pitch.

Skills

Knowledge Base Management

QA Monitoring

Executive presentation

Interpersonal skills

Cultural awareness

Follow-through

Discretion with sensitive information

Job description

Wealth Management Corp in Portland, ME is seeking a Customer Success Manager to drive revenue through data-informed messaging, demos, and strategic account engagement. The role emphasizes curiosity about why customers buy and delivering tangible results, with flexible, freelance-style hours and strong mentorship.

Ideal candidates bring hands-on knowledge base management, QA monitoring, and the ability to present to leadership while maintaining professionalism and discretion with sensitive