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 Enterprise Account Manager is responsible for ensuring our customers receive increasing value for their investment with Snappy Kraken.  This position involves both outbound and inbound engagement, focusing on customers approaching their renewal date and those reaching out with product or marketing inquiries. In this role, you will interact with clients on a daily basis, showcasing key product features and functionalities that can enhance their digital marketing capabilities.

Primary Role & Responsibilities

• Monitoring customers' accounts and identifying opportunities for clients to expand their relationship with us, through investing in additional products and services

• Innovating internal workflows for all aspects of enterprise sales, service, and conference planning

• Creating and continuously improving email and call sequences to test and validate approaches to engage with our clients

• Preparing and providing marketing collateral that teaches partners how to drive business to Snappy Kraken

• Making our enterprising partners feel well-serviced and appreciated

• Planning and attending industry conference that Snappy Kraken sponsors 

• Traveling as required

• Creating, promoting, and managing marketing plans to roll out partnerships and gain adoption

• Understanding individual customer needs, the reason why they made their initial purchase, and how our product(s) enhance their existing marketing strategy

• Tracking, analyzing, and continuously improving our data generation which identifies product usage and any at-risk customers

• Working cross-functionally, both internally as well as externally,  to ensure we are best positioned to be successful 

Primary Qualifications

• Minimum two years in a sales, customer success, or similar role
• Excellent communication skills to engage with our customer base and understand their unique needs to create business-driving relationships
• Account Management skills which include the ability to present the right offer at the right time 
• Financial industry experience, preferably in working with Broker Dealers, Custodians, TAMPs, and other similar organizations that support advisors
• Marketing experience
• Firm enough not to be an order taker, but rather, a consultant and guide 
• Outstanding product and technology knowledge
• Execute initiatives accurately, independently, and with minimal guidance
• Problem-solver 
• Outstanding written and oral communication skills
• High emotional intelligence and interpersonal skills
• Ability to form a deep understanding of our products and the value they create for our customers
• Strong work ethic and goal-oriented mindset to find creative solutions to complex situations
• Strong technical skills and the ability to understand multiple systems

• Proven experience producing in a virtual environment 

• Proper remote working environment with stable high-speed internet, electricity, and appropriate working space

• Strong asynchronous communication ability

• Tech-Savvy and highly comfortable working with remote communication software 

• Ability to be productive, disciplined, and trustworthy while working independently

• Our company's core values reflect who our people are. Chase The Vision, Forge Meaningful Connections, Improve Continuously, Solve Real Problems, Welcome Challenges, Embrace Change, and Own Outcomes. We want people whose personal core values align with ours.

Perks & Benefits

• Work Remotely

• Flexible Time Off for your vacation, personal and sick days

• Development Fund to help you grow

• Medical Insurance Options

• Parental/Maternity Leave

• Growth opportunities