Client Success Manager

Posted 4 Days Ago
Hiring Remotely in Texas, USA
Remote
Junior
Fintech
The Role
Field-based Client Success Manager responsible for daily in-person merchant visits (120-150/month), building and growing merchant relationships, driving adoption of Snap products, delivering field training, identifying upsell opportunities, and relaying feedback to product and support teams.
Summary Generated by Built In

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 in McAllen, TX 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
  • Using 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 knowledgeable of local businesses in the area
  • Must have strong experience with Customer Relationship Management (CRM) systems
  • Professional approach with merchants – your 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’s 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
  • Must live in or near the territory listed and knowledgeable of local businesses in the area
  • Comfortable using a range of technology platforms and while working out of your car all-day

Why Join Us:

  • Generous paid time off

  • Competitive medical, dental & vision coverage

  • 401K 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

  • A value-based culture where growth opportunities are endless

More:

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 

Skills Required

  • 1+ years of outside account management or relevant client-facing experience
  • Must live in or near the assigned territory and be knowledgeable of local businesses
  • Strong experience with Customer Relationship Management (CRM) systems
  • Professional verbal and written communication and professional appearance
  • Business and technical acumen; consultative sales approach and ability to analyze merchant needs
  • Outstanding relationship-building skills and strong customer service aptitude
  • Highly motivated, self-sufficient, with a demonstrated track record of achieving measurable goals
  • Comfortable using a range of technology platforms while working out of your car all day
  • Willingness and ability to complete 120-150 merchant visits per month

Snap Finance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Snap Finance and has not been reviewed or approved by Snap Finance.

  • Healthcare Strength Health coverage and protection programs include medical, dental, vision, and company‑paid life, AD&D, and short‑ and long‑term disability, with mental‑health support highlighted in some locations. Benefits materials also emphasize additional wellness resources and private insurance options in certain geographies.
  • Leave & Time Off Breadth Time off is described as generous and flexible, with options like flexible PTO, paid holidays, and location‑specific extras such as an added birthday day and holiday purchase schemes. Enhanced paid parental, adoption, and shared parental leave for eligible employees further expands time‑off support.
  • Retirement Support Retirement programs include a 401(k) with company match and a pension scheme with employer contributions in the UK. These offerings signal structured long‑term savings support across regions.

Snap Finance Insights

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The Company
Salt Lake City, UT
664 Employees
Year Founded: 2012

What We Do

Snap Finance is a rapidly growing digital-finance company that specializes in providing consumer financing and rent-to-own purchase options. This company is technology driven; the IT platform is the backbone for running our operations and is critical to driving cost efficiency. With over 10 years of experience in the financial industry, Snap provides merchandise financing to brick and mortar as well as e-commerce merchants. The Snap lease-purchase agreement is an innovative financial product which gives the 40% of consumers with poor credit an alternative to payday loans and other high-risk financial products to acquire needed or desired merchandise. Snap Finance secured the largest bank revolving credit facility ever for a private consumer lease-to-own company. The credit facility from BMO Harris Bank will enable Snap Finance to service more than $1 billion in lease-to-own finance agreements.

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