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 Account Executive understands the marketing pain points of financial professionals and believes Snappy Kraken to be the best solution. This person maintains an enthusiastic, friendly, and helpful demeanor, consistently presenting themselves professionally in writing, on the phone, via video demos, and in person. Motivated to align prospects with the right solutions, the Account Executive can insightfully highlight the unique advantages of our product clearly to anyone, from senior executives to junior assistants.

This position will report directly to the Retail Sales Manager.

Primary Role & Responsibilities

The primary function of this role is to close ideal prospects consistently. It requires: 

• Understanding, identifying, and closing our ideal prospect for long-term success on our platform

• Consistent follow up and documentation throughout the sales process

• Clearly articulating our value proposition and successfully overcoming objections

• Detailed knowledge of our workflows, products, and technology

• Skill at negotiating and closing sales

• Dedication to continually improving your craft (this is a must!) 

• Being a collaborative team player with a positive attitude

• Occasional business travel to conduct sales at conferences and roadshows

Primary Qualifications

• US Financial industry experience preferred

• 1-3 years of FULL-CYCLE sales experience

• Confident in independently cultivating and managing their own sales pipeline

• Outstanding written and verbal communication skills

• Well-spoken and persuasive

• Tech-savvy

• Organized and attentive to details

• Execute accurately, independently, and with minimal guidance

• Prior Experience using modern sales engagement tools and methodologies

• Educational background in Marketing, Sales, or Business  (or related field)

• Team player that will work with others to reach a larger goal

• Proven experience producing in a virtual environment 

• 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 Vacation Bank for time off when you need it

• Development Fund to help you grow

• Medical Insurance Options

• Parental/Maternity Leave

• Growth opportunities