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 Content Onboarding Specialist 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.

As an Enterprise Content Onboarding Specialist, you will be instrumental in managing and optimizing the content onboarding process for our enterprise-level partners. This role requires a blend of technical savvy and detail-oriented focus, ensuring that our enterprise partners receive tailored, compliant, and effective content management solutions. The person for this role enjoys creating, and continuously improving processes with strong attention to detail. This role reports to the Head of Advisor Content.

Primary Role & Responsibilities

The primary function of this role is to organize and manage the process of onboarding our digital products (campaigns, documents, guides) for our enterprise partners accurately and on time.

It requires:

• An overall understanding of the goals and objectives of content for Snappy Kraken, our enterprise clients, and retail users 
• Comprehending the scope of a digital marketing campaign and its individual components, learning how each works together and areas of flexibility 
• A high level of comfort with web-based technology and tools, and the ability to progress from learning → competency → documentation of new processes quickly and independently 
• Reviewing data, content, and images for accuracy, identifying errors, and suggesting and implementing needed changes 
• Using basic HTML knowledge to convert, format, and test written content into HTML so it is web-ready
• Loading content into our database and implementing back-end processes
• Managing a task list to completion each day, including daily updates through Project Management and Communication software with team members as necessary
• Video conference meetings during business hours 
• Launching campaigns to test content functionality and quality 
• Working closely with the production team of writers, designers, web developers, project managers, and, as needed, department managers

Here are more details about the role:

• Daily Compliance and Content Checks: Conduct daily reviews of compliance dashboards and emails to monitor content approval status. Manage and troubleshoot content submissions across various compliance platforms.
• Enterprise Activation Workflows: Take charge of activation workflows specific to enterprise partners. This includes submitting content for compliance, managing approvals, and ensuring timely activation on appropriate platforms.
• Content and Issue Resolution: Address typos, formatting bugs, or other enterprise content-related issues identified by clients or teams. Review issue reports, fix basic problems directly when possible, and escalate complex bugs to the appropriate internal teams for resolution. The goal is maintaining content functionality and quality by resolving common fixes or redirecting intricate issues to the right experts.
• Backlog Management: Manage existing backlog of enterprise activations and campaign implementations while documenting current processes.
• Platform Build Support: Play a critical role in new platform builds, ensuring the correct content is added and documenting new enterprise processes.
• Meeting Participation and Reporting: Attend Enterprise Stakeholder meetings and contribute to discussions on enterprise client needs and solutions.
• Content Catalog Management: Maintain and document enterprise versions of templates in the Master Content Catalog, ensuring accuracy and compliance.
• Training and Support: Responsible for training new enterprises on our platforms, including developing and delivering instructional materials, such as Zoom or Loom videos. Keep enterprises updated on platform developments and features.
• Process Improvement and Feedback Integration: Regularly assess and improve onboarding processes, incorporating feedback to enhance the enterprise partner experience. Document existing processes while executing to build institutional knowledge and identify automation opportunities that reduce manual data entry errors.

Primary Qualifications

The main items below show expected primary qualifications, while the subpoints give supporting examples to add some additional clarity.

1. Proficiency with web-based tools:
2. • Experience with content management platforms (WordPress, Drupal etc)
   • Team communication tools (Slack, Microsoft Teams)
   • Project management software (Asana, Trello, Basecamp)
3. Strong written communication:
4. • Ability to identify grammar issues
   • Fix minor typos
   • Suggest improved wording/phrasing
   • Ensure message clarity
5. Detail-oriented approach:
6. • Carefully review processes to identify improvement areas
   • Analyze data and content for errors
   • Confirm information accuracy
   • Confirm software functionality
7. Basic HTML knowledge:
8. • Familiarity with HTML tags like <p>, <h1>, <strong>, etc…
   • Use of HTML converters and validators
   • Preview converted HTML content
9. Collaborative team player:
10. • Comfortable engaging cross-functional teams
    • Experience working in distributed workplaces
    • Strong virtual communication abilities
11. Marketing automation understanding:
12. • Familiarity with automation concepts
    • Workflows, triggers, personalized content
    • Integrating content into automated campaigns

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

As of  June 2025, the expected compensation range for this position is $50,000-60,000 USD/ $50,000-60,000 CAD based on country of residence. 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.