Senior Customer Success Manager – Freedom360 Marketing Solutions for Financial Advisors – Remote, Full‑Time at brighthush

About brighthush

brighthush is a trailblazing fintech and marketing technology company that empowers financial advisors to deliver compelling, data‑driven campaigns at scale. Our flagship product, Freedom360, is an all‑in‑one marketing platform that blends automation, analytics, and creative assets into a single, intuitive interface. By partnering with advisors across North America, we help them attract new clients, nurture existing relationships, and grow their practice with measurable impact.

Founded on the belief that technology should amplify human expertise, brighthush has grown from a small startup to a leading provider of marketing solutions for the financial services industry. Our culture is built on transparency, continuous learning, and a relentless focus on customer success. Whether you’re a seasoned professional or an ambitious newcomer, brighthush offers a dynamic environment where your ideas can shape the future of financial marketing.

Why Join brighthush?

• Remote‑First Flexibility – Work from anywhere in the United States or Canada while staying connected to a vibrant, distributed team.
• Impactful Work – Your efforts directly influence the growth trajectories of high‑value financial advisors, driving real business outcomes.
• Growth & Development – Access to a dedicated Development Fund, mentorship programs, and industry conferences.
• Diversity & Inclusion – A culture that celebrates diverse perspectives, ensuring every voice is heard and valued.
• Competitive Compensation – Base salary range of $60,000–$65,000 USD/CAD, plus performance‑based incentives and comprehensive benefits.

Role Overview

As a Senior Customer Success Manager at brighthush, you will be the primary advocate for our most strategic Freedom360 clients. Your mission is to build lasting relationships, guide clients through the full product lifecycle, and ensure they achieve tangible marketing results. You will collaborate closely with cross‑functional teams—including Product, Sales, and Marketing—to continuously refine the client experience and drive adoption of new features.

Key Responsibilities

• Manage a portfolio of high‑value Freedom360 clients, ensuring consistent delivery of all program elements and exceeding service expectations.
• Conduct regular business reviews (quarterly or as needed) to highlight performance metrics, demonstrate ROI, and align on future goals.
• Lead the onboarding process for new clients, coordinating campaign preparation, approvals, and timely content publication.
• Serve as the primary point of contact for client inquiries, providing timely, accurate, and proactive support.
• Collaborate with the Freedom360 Program Lead to identify process improvements, streamline workflows, and enhance the overall client journey.
• Maintain meticulous client records in our CRM, ensuring data integrity and actionable insights for the broader team.
• Support the renewal and upsell process by reinforcing value, showcasing success stories, and identifying opportunities for expansion.
• Provide strategic guidance and best‑practice recommendations to help clients maximize the impact of Freedom360 on their marketing objectives.
• Act as a customer advocate within brighthush, voicing client feedback to product and engineering teams to drive continuous improvement.

Essential Qualifications

• 2–4 years of proven experience in Customer Success, preferably within SaaS environments.
• Demonstrated success managing client outcomes, with a track record of driving adoption, retention, and expansion.
• Strong analytical skills, capable of translating data into actionable insights and ROI narratives.
• Excellent communication and presentation abilities, comfortable leading virtual meetings and stakeholder discussions.
• Organizational prowess, adept at juggling multiple priorities and deadlines independently.
• Tech‑savvy mindset, quick to learn new tools, platforms, and industry trends.
• Alignment with brighthush core values: Pursue the Vision, Build Meaningful Relationships, Commit to Continuous Improvement, Solve with Purpose, Own Your Outcomes.

Preferred Qualifications

• Experience in Financial SaaS or Marketing Tech SaaS, with a deep understanding of the financial advisory landscape.
• Background in campaign management, digital marketing, or related fields.
• Certifications in Customer Success (CSM), Project Management (PMP, Agile), or Marketing Analytics.
• Fluency in additional languages (e.g., Spanish, French) to serve a broader client base.
• Previous experience leading cross‑functional initiatives or product launches.

Skills & Competencies

• Client‑Centric Mindset – Passion for delivering exceptional customer experiences and building trust.
• Strategic Thinking – Ability to align client goals with product capabilities and long‑term business strategy.
• Data‑Driven Decision Making – Proficiency in interpreting analytics dashboards and translating metrics into actionable recommendations.
• Project Management – Skilled at coordinating multi‑step campaigns, managing timelines, and ensuring on‑time delivery.
• Collaboration & Influence – Comfortable working with sales, product, and engineering teams to advocate for client needs.
• Adaptability – Thrive in a fast‑paced, evolving environment, quickly adjusting to new priorities and technologies.

Career Growth & Learning Opportunities

At brighthush, we believe that your professional development is as important as your day‑to‑day responsibilities. As a Senior Customer Success Manager, you will:

• Progress into leadership roles such as Customer Success Director or Head of Client Experience.
• Participate in a structured mentorship program, pairing you with senior leaders across the organization.
• Receive a dedicated Development Fund to attend industry conferences, pursue certifications, or enroll in advanced courses.
• Engage in cross‑functional projects that expose you to product strategy, sales enablement, and marketing analytics.
• Contribute to the creation of internal knowledge bases, training modules, and best‑practice playbooks.

Work Environment & Company Culture

brighthush is a remote‑first organization that values flexibility, collaboration, and transparency. Our distributed teams rely on robust communication tools, regular virtual town halls, and asynchronous workflows to stay aligned. We celebrate diversity, equity, and inclusion through:

• Inclusive hiring practices that prioritize diverse talent pipelines.
• Employee Resource Groups (ERGs) that foster community and support.
• Regular diversity training and open forums for feedback.
• Flexible work arrangements that accommodate personal and professional commitments.

Compensation & Benefits

We offer a competitive total rewards package designed to attract and retain top talent:

• Base Salary – $60,000–$65,000 USD/CAD, commensurate with experience and market conditions.
• Performance Incentives – Additional compensation tied to client renewal rates, upsell success, and overall performance metrics.
• Health & Wellness – Comprehensive medical, dental, and vision insurance plans.
• Paid Time Off – Generous vacation, sick leave, and personal days, plus paid parental/maternity leave.
• Professional Development – Annual Development Fund, tuition reimbursement, and access to industry events.
• Remote Work Stipend – Home office allowance to support a productive work environment.
• Employee Recognition – Quarterly awards, spot bonuses, and peer‑to‑peer recognition programs.

How to Apply

If you’re ready to take your customer success career to the next level and help financial advisors unlock the full potential of Freedom360, we’d love to hear from you. Submit your application through our careers portal and join a team that values innovation, collaboration, and impact.