
51 - 200 employees
💼 Consulting
📣 Marketing
💸 Finance
💰 $6M Series A on 2021-04
Consulting • Marketing • Finance
Snappy Kraken is a marketing platform designed specifically for financial advisors. It offers a comprehensive suite of tools for client engagement, including AI-powered email builders, text messaging, personalized websites, and marketing automation. The platform is geared towards helping financial advisors grow faster by simplifying marketing processes and strengthening client relationships through consistent communication and educational content. With a focus on content, automation, and analytics, Snappy Kraken aims to make complex marketing tasks manageable for advisors, allowing them to focus on building meaningful connections with their clients. The platform has been recognized for its innovation and effectiveness in digital marketing, earning numerous awards for its content and technology solutions.
🔥 6 minutes ago
🌐 United States, Canada – Remote
💵 $60k - $65k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🏆 Customer Success
🚫👨🎓 No degree required
👻 Ghost score 0%
Where this job comes from
Posted on Snappy Kraken's careers page, not through a job board
First seen by Remote Rocketship 6 minutes ago

51 - 200 employees
💼 Consulting
📣 Marketing
💸 Finance
💰 $6M Series A on 2021-04
Consulting • Marketing • Finance
Snappy Kraken is a marketing platform designed specifically for financial advisors. It offers a comprehensive suite of tools for client engagement, including AI-powered email builders, text messaging, personalized websites, and marketing automation. The platform is geared towards helping financial advisors grow faster by simplifying marketing processes and strengthening client relationships through consistent communication and educational content. With a focus on content, automation, and analytics, Snappy Kraken aims to make complex marketing tasks manageable for advisors, allowing them to focus on building meaningful connections with their clients. The platform has been recognized for its innovation and effectiveness in digital marketing, earning numerous awards for its content and technology solutions.
• Manage a portfolio of Freedom360 clients, ensuring consistent delivery of all program elements • Conduct regular business reviews, highlight performance, and demonstrate program ROI • Support the renewal process by reinforcing client value and outcomes • Lead onboarding, campaign preparation, approvals, and timely content publication • Provide insights and suggestions to help clients maximize the program • Build strong client relationships through chat, phone, email, and video • Maintain accurate client records in the CRM • Collaborate with the Freedom360 Program Lead to improve processes and client experience
• 2–4 years of Customer Success experience with proven success managing client outcomes • Demonstrated ability to lead business reviews that showcase ROI and connect program value to client goals • Experience in SaaS customer success is required • Background in Financial SaaS or Marketing Tech SaaS is a strong plus • Strong communication and organizational skills • Comfortable presenting information and guiding client discussions • Tech-savvy, adaptable, and eager to learn new tools • Proactive and able to manage multiple priorities independently • Alignment with Snappy Kraken's core values • Must currently reside in and be legally eligible to work in the United States or Canada
• Work remotely • Personal days in addition to regular vacation • Development Fund • Medical insurance options • Parental/Maternity Leave • Growth opportunities • Additional performance compensation based on reaching quota or performance goals
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