Territory Client Success Manager — Field-Based

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

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.