Automated Marketing for Financial Advisors • Automated Business Processes • Prebuilt Marketing Campaigns
51 - 200
💰 $6M Series A on 2021-04
4 days ago
Automated Marketing for Financial Advisors • Automated Business Processes • Prebuilt Marketing Campaigns
51 - 200
💰 $6M Series A on 2021-04
• The EAM 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. • The Enterprise Account Manager will consistently support and maximize the engagement of current and future enterprise relationships within the financial services industry. • This person will have the ability to analyze the landscape of an enterprise partner's business, understand their pain points, and leverage Snappy Kraken’s products and technology in a mutually beneficial partnership. • The Client Growth Manager will report to the Sr. Manager, Client Growth. • 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.
• 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
• 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
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