About Us

Snappy Kraken is a marketing program leader in the financial services industry.

We believe that our work helps people achieve greater freedom.

• Our tools help financial advisors achieve greater freedom over their time.
• Our content helps people achieve greater financial freedom for their families.
• Our culture helps team members achieve greater freedom in where (and how) to live and work.

Our innovative solutions set us apart.

• Financial content is stale; we make it interesting.
• Marketing technology is complex; we make it simple.
• Financial advisor brands are bland; we make them captivating.

The Purpose of This Role

The Sales Development Representative (SDR) is a full-time, remote position at Snappy Kraken. Accessibility requirements are dependent on the role but could be expected during standard business hours Monday through Friday.  This position is open to any candidates currently residing and eligible to legally work in the United States or Canada. 

At Snappy Kraken, we help financial advisors grow their businesses through smarter marketing and better engagement. This role plays a direct part in making that happen.

We are looking for someone who is energized by starting conversations, building relationships quickly, and creating new opportunities where none existed before. This is a pipeline-building role with a strong outbound focus, supported by inbound momentum from a high-interest market.

This position will report directly to the Rev Ops Director.

Primary Role & Responsibilities

You will help create new pipeline and strengthen existing momentum across our go-to-market efforts. This is an active pipeline creation role, not one that relies solely on inbound or marketing-generated leads.

• Identify and engage financial advisors and enterprise prospects that match our Ideal Customer Profile
• Lead thoughtful outbound outreach across phone, email, and LinkedIn
• Respond quickly to inbound interest and convert it into qualified meetings, while maintaining a strong focus on outbound prospecting
• Build rapport quickly with decision makers and industry professionals
• Qualify opportunities clearly and consistently
• Partner closely with Account Executives to support opportunity progression
• Maintain accurate pipeline activity in HubSpot
• Test messaging approaches and contribute ideas that improve how we prospect
• Support a collaborative team environment focused on shared outcomes

This is a production role. You will be measured on meetings created, pipeline influenced, and contribution to revenue growth.

Outbound is the priority in this role. You should be comfortable initiating conversations with professionals who may not yet know about Snappy Kraken.

Primary Qualifications

• Demonstrated experience working toward goals and delivering measurable outcomes
• Background in roles such as:
• • Outbound SDR or BDR positions with activity or meeting targets
  • Retail leadership or high-performing sales environments
  • Call centre roles with conversion or performance metrics
  • Customer-facing roles with ownership of results (not just service)
  • Inbound qualification roles with consistent lead progression to opportunities
• Proven ability to create opportunities, manage conversations, and follow through on goals
• Comfortable initiating conversations with professionals and decision-makers
• Personable and confident communication style without being overly pushy
• Strong organizational skills and consistency in execution
• Curiosity about how clients (e.g., financial advisors) grow their businesses
• Resilience and persistence, especially when outreach requires multiple attempts
• Motivation driven by measurable progress and team success
• Ability to work independently while staying connected and collaborative with a team
• Alignment with our core values: Pursue the Vision, Build Meaningful Relationships, Commit to Continuous Improvement, Solve with Purpose, Own Your Outcomes

Perks & Benefits

• Work Remotely
• Flexible PTO
• Development Fund to help you grow
• Medical Insurance Options
• Parental/Maternity Leave
• Growth opportunities

As of April 2026, the expected base compensation range for this position is a base of $50,000- $55,000 USD/ $50,000- $55,000 CAD based on country of residence. This role is also eligible for additional performance compensation predicated on reaching quota goals. Pay will be based on several factors, such as experience, certifications, location, market conditions, and other business and organizational needs. Snappy Kraken anticipates that the reasonably expected salary for this position could change in the future and retains the right to change or revisit the salary range according to business needs. 

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As a remote company, it is critical to remember that our contributions and teams are interconnected and accessibility is the expectation.

At Snappy Kraken, diversity powers meaningful connections, impactful work, and great outcomes. Our culture of diversity and inclusion means we nurture an environment where each team member can do their best work.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.