Customer Success Manager, MarTech

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

 We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want  

Drive adoption, engagement, and success of advisor-facing marketing technology platforms across the advisor network. Serve as the primary relationship and enablement resource for advisors using marketing automation, analytics, reporting, and related digital marketing tools. Build trusted advisor relationships, deliver training and support, translate user feedback into platform improvements, and use data to identify adoption trends, risks, and opportunities. Partner cross-functionally with internal partners to improve platform utilization, reduce time-to-value, and ensure advisors receive measurable value from marketing technology investments. 

What To Expect  

• Advisor Relationship Management: Serve as the primary marketing technology contact for advisors and build trusted relationships that drive platform confidence, adoption, and loyalty. Conduct regular check-ins, onboarding sessions, and business reviews with advisor partners to assess usage, surface challenges, and identify opportunities for increased value. Advocate for advisor needs internally by translating feedback into platform improvements, enablement adjustments, support needs, and roadmap input. Maintain a strong understanding of advisor goals, challenges, and marketing technology needs to support meaningful engagement. 

• Platform Adoption & Enablement: Own the end-to-end adoption journey for advisor-facing marketing technology platforms, including Snappy Kraken, marketing automation tools, and analytics dashboards. Develop and deliver onboarding materials, how-to guides, video walkthroughs, live training sessions, and other enablement resources tailored to varying levels of advisor technology experience. Partner with internal partners to build scalable enablement programs that reduce time-to-value for new platform rollouts. Support advisors through platform onboarding, feature education, troubleshooting, and ongoing usage improvement. 

• Training, Communication & User Support: Deliver clear, accessible training and guidance that helps non-technical users understand platform capabilities, best practices, and available resources. Translate complex platform functionality into practical use cases that support advisor marketing needs. Respond to advisor questions, coordinate issue resolution, and ensure timely follow-through on platform support needs. Maintain clear communication with advisors and internal partners regarding platform updates, enhancements, known issues, and training opportunities. 

• Data, Reporting & Adoption Insights: Track and report on platform adoption metrics, including login rates, feature utilization, campaign activity, engagement trends, and other usage indicators across the advisor base. Use data from analytics tools, dashboards, and platform reporting to identify at-risk advisors, underutilized capabilities, and opportunities for targeted support. Develop insights and recommendations that improve platform adoption, advisor engagement, and campaign execution effectiveness. Share adoption trends and user feedback with internal partners to support prioritization and continuous improvement. 

• Cross-Functional Partnership & Continuous Improvement: Collaborate with marketing, technology, partner success, data, compliance, and other internal partners to align platform enablement efforts with business priorities. Partner cross-functionally to share advisor insights, address adoption barriers, and improve the advisor experience. Support platform rollouts, process improvements, training enhancements, and feedback loops that strengthen marketing technology operations. Identify opportunities to improve enablement content, support processes, reporting practices, and overall platform success. 

• Project & Book of Business Management: Manage a portfolio of advisor relationships, prioritize competing needs, and ensure consistent follow-through on adoption, training, and support activities. Maintain organized records of advisor interactions, platform needs, adoption risks, and next steps. Support multiple initiatives, rollouts, and stakeholder needs in a fast-moving environment. Apply strong project management practices to coordinate deliverables, manage timelines, and support advisor-facing marketing technology initiatives. 

• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives. 

What You Need

• Bachelor’s degree in marketing, business, communications, digital marketing, information systems, or related field required. 

• Minimum of three years of experience in customer success, account management, client success, marketing technology, SaaS, digital marketing, or related client-facing experience required. 

• Experience with marketing automation platforms, CRM tools, and digital analytics dashboards required. 

• Experience with HubSpot, Marketo, or similar marketing automation platforms required. 

• Experience managing a book of business, advisor relationships, client relationships, or multiple stakeholder accounts required. 

• Experience delivering training, onboarding, enablement content, user education, or platform support required. 

• Experience using usage data, platform reporting, or analytics to identify trends, risks, and opportunities required. 

• Experience with Snappy Kraken or advisor-facing marketing automation platforms preferred. 

• Experience supporting financial advisors, wealth management professionals, or financial services organizations preferred. 

• Experience with RIA, broker-dealer, or advisor compliance considerations related to marketing content preferred. 

• Experience building enablement content such as LMS modules, knowledge base articles, how-to guides, or video tutorials preferred. 

• Ability to translate complex platform capabilities into clear, accessible guidance for non-technical users required. 

• Ability to build meaningful relationships at scale and communicate confidently with advisor stakeholders required. 

• Ability to analyze platform usage data and draw actionable insights from reporting required. 

• Strong organization, presentation, communication, project management, problem-solving, and relationship management skills required. 

EEO Statement:

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

 We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $85,000 – 102,500.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.