Client Account Representative

The Purpose of This Role

The Client Account Representative 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.

The Client Account Representative will take charge of managing accounts in our premium program, Freedom360 - an ‘all in one’ marketing solution for Financial Advisors. In this pivotal role, you will be responsible for ensuring the seamless delivery of all program components, including the preparation and successful launch of marketing campaigns, timely publication of blog posts, and effective implementation of website call-to-actions.

Your primary focus will be on our highest-value clients, and you will play a vital role in building strong, long-lasting relationships with them. Regularly conducting account reviews with these key clients will be a core responsibility, providing an opportunity for you to showcase the value and benefits of our service offering, ensuring their continued satisfaction.

Primary Role & Responsibilities

• Oversee and manage accounts within our premium offering, Freedom360, ensuring exceptional delivery of all program components.
• Implementing marketing services: preparing campaigns, seeking campaign approval from advisors, publishing blog posts, implementing call-to-actions.
• Conduct regular account reviews with clients, providing valuable insights, addressing concerns, and ensuring their understanding and appreciation of the value provided by our services.
• Build and maintain strong relationships with our highest-value clients, serving as their primary point of contact.
• Be comfortable contacting members via multiple platforms such as chat, phone, email, and video calls.
• Maintain and manage client records within our CRM.
• Work with the Freedom360 Program Lead to develop and implement strategies to drive continuous improvements, ensuring that the program increases in effectiveness and efficiency.

Primary Qualifications

• 2-4 years of Customer Success experience, managing successful and proven outcomes
• Previous industry experience in financial services, marketing, and technology preferred
• BA/BS degree in marketing, business, or related fields 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 
• Tech-Savvy and highly comfortable learning and working with various software solutions
• 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
• Personal Days for when you need a break (on top of your regular vacation)
• Development Fund to help you grow
• Medical Insurance Options
• Parental/Maternity Leave
• Growth opportunities

As of March 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.