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 Customer Success Manager 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.

This is an exciting opportunity to engage with industry-leading digital marketing tools to facilitate the success of our clients’ brand and growth objectives. This role will lead the proactive engagement of our clients to facilitate rapid onboarding, boost product adoption, and provide the highest quality experience possible. This is a fantastic opportunity for a self-driven, creative professional who is energized by interacting with clients and finds new ways to attack opportunities. 

The Customer Success Manager will report to the Head of CX, and work in tandem to deliver on the overall department vision.

Primary Role & Responsibilities

• Partner with clients in a 1:1 and 1:many setting through our client journey to ensure that they are meeting key milestones for their own successful business outcomes.

• Deliver programs at scale that teach successful digital marketing best practices to our clients, ultimately allowing them to reach their growth goals.

• Provide digital marketing expertise to help clients find success using our industry-leading email campaigns, conversion-optimized websites, and/or multi-channel texting products.

• Proactively monitor and address member concerns and opportunities through quantitative and qualitative channels, bringing new and fresh ideas forward to create client success.

• Build strong member relationships by maintaining high levels of engagement and communication

• We’re always on the lookout for new and exciting initiatives, so if there’s an area of opportunity let’s go for it! 

Primary Qualifications

• 2-4 years of Customer Success experience, managing successful and proven outcomes

• Previous industry experience in digital marketing, websites or relevant technology is preferred

• Excellent communication and organizational skills

• Ability to multitask and prioritize

• Self-starter with strong problem-solving skills

• 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