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 leverage 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 post-sale to boost adoption across our entire suite of products, ultimately driving successful outcomes for our clients. 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. 

Client satisfaction scores, net revenue retention, and customer renewal rates will measure success in this role.

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

Primary Role & Responsibilities

• Engage with clients in 1:1 and 1:many settings post-sales to deliver high-quality product education, ensuring successful adoption and realization of value.
• 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.
• Develop scalable customer success strategies and mentor junior team members as the team grows.
• Build strong client relationships through meaningful engagement and communication.
• Collaborate with other departments, including but not limited to Product, Customer Support, Sales, and Finance.
• Collaborate with your peers to drive positive customer and business outcomes. 

Primary Qualifications

• 2-4 years of Saas Customer Success experience, managing successful and proven outcomes
• Experience with tools such as HubSpot or similar CRM and project management platforms is a plus.
• 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
• Previous experience in digital marketing, website development, or communication automation is a plus.
• Previous industry experience in financial planning, wealth management, or financial advising is a plus.
• 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

As of  May 2025, the expected compensation range for this position is $45,000-55,000 USD/ $45,000-55,000 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.