Snappy Kraken
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Marketing Tech • Software • Financial Services
Manage a portfolio of premium financial advisor clients, lead onboarding and campaign delivery, conduct business reviews, demonstrate ROI, support renewals, and provide strategic guidance. Maintain accurate CRM records, communicate regularly with clients, and collaborate internally to improve processes and customer experience. The role requires SaaS customer success experience, strong presentation and organizational skills, and the ability to manage multiple priorities independently.
