Customer Success Manager

What's Awesome About Our Client?

• They have built a strong, well-respected name in their niche, and people tend to stay once they join.
• This is an established, profitable company with real stability. It keeps up with changes in the market and gives people a place they can stay and grow their career.
• The culture is genuinely people-focused. It's collaborative, low ego, and built around trust, autonomy, and shared wins.
• This is a brand-new role, which means a strong person can come in and help shape it instead of just stepping into a rigid process.
• The team behind this hire is known internally as one of the favorite teams to be part of. Turnover is low, leadership is well-liked, and the day-to-day pace is more thoughtful than high-pressure.

Why This Job - Member Success Manager

This company runs a membership platform for independent financial advisors. Members get the technology, compliance support, education, and back-office help they need to run and grow their own firms, all in one place. Over the years it has become a well-known, respected name in its niche.

As the Member Success Manager, you help those members get more out of everything the company offers. You get to know a member's business, figure out where they are stuck or ready to grow, and connect them with the right tools, services, and programs. In practice, that means most of your week goes to talking with members, working your HubSpot pipeline, and meeting with internal teams to line up the right solutions. Do it well and it adds up over time: more members actively using the platform, stronger relationships across the base, and steady growth in add-on services and higher-tier tools.

For the right person, the draw is the mix. You get relationship work, strategy, and real ownership in one seat, and your days go to understanding members and solving problems that matter to their business. Because the role is brand new, you also get to shape it. You create the process, decide where to focus, and help define what success looks like.

The company itself is a big part of the draw. It is established, profitable, and stable, and it keeps up with where the market is headed. The culture is genuinely people-focused, with low ego, high trust, and real autonomy, and this team is known internally as one of the favorite teams to be on. Turnover is low, the leadership is well-liked, and the day-to-day stays calm and focused.

If you want a role you can shape and own, doing work that helps real people, at a company people rarely leave, this role is worth considering.

What You'll Actually Do:

• Build relationships with existing members and understand where they are stuck, growing, or ready for additional support.
• Identify where the company's services, tools, and programs can solve real business problems for members, then guide those conversations in a thoughtful way.
• Own and manage a member pipeline in HubSpot, including follow-up, segmentation, tracking, and prioritization.
• Drive adoption of the company's tech stack, benefits, and partner solutions by working closely with marketing, product marketing, partnerships, and internal subject matter experts.
• Help create campaigns and webinars that get more members using the tools and services.
• Partner closely with member experience, sales, and other internal teams to share insights, surface opportunities, and make sure members are getting connected to the right solutions.
• Use judgment to decide where to focus your time, which member groups have the most opportunity, and how to approach them in a way that is relevant and useful.
• Contribute ideas, try new approaches, and help figure out how this role should run over time.

What You Bring:

• 4 years of experience in customer success, account management, or consultative sales, ideally in a B2B SaaS, services, or membership-based environment.
• A track record of growing existing accounts through expansion, upsell, or cross-sell in a way that feels helpful, not pushy.
• Experience using HubSpot or a similar CRM to manage a pipeline and organize follow-through.
• Strong communication skills and a relationship-driven style.
• A self-starter mindset and comfort working independently.
• A team-first attitude and an understanding of small business owners or entrepreneurs.

Where and How Much:

• Location: Bozeman, MT. Hybrid, with a couple of in-office days each week and flexibility outside of that.
• Compensation: $90,000 to $115,000, depending on experience, plus strong overall benefits.
• Benefits: Employer-funded equity, unlimited PTO with a minimum use expectation, paid parental leave, professional development support, charitable match, and strong medical, dental, and vision coverage.
• Schedule: Monday through Friday, standard business hours, and the pace is steadier than a commission-heavy sales role.