Customer Success Specialist

Fully Remote

Applicants must reside in: United States

Snappy Kraken is an award-winning MarTech company and voted #14 of 50 Best Places to Work in FinTech. We are truly changing how financial professionals do business, for the better! We’re looking for a results-oriented Remote Customer Success Specialist to join our dynamic remote team.


The ideal candidate will have 3-5 years of experience in the financial services industry and digital marketing.

This phenomenal individual gets true customer service, digital marketing, advertising, and technology to quickly process information in a logical, actionable way. Able to use knowledge, experience, and available resources effectively, this person is a self-motivated problem-solver. Additionally, the ideal candidate is an avid learner, confident, dependable, and can flawlessly move between multiple workflows with ease, naturally, and in an engaging way that motivates positive results. We want our customers to feel the love!

Tall order but we know the right people are out there!

Think you’re the one? Ask yourself:

  • Do I quickly grasp and master new technology and automation?
  • Do I understand what makes professional relationships work best?
  • Am I motivated to make things simple and easy for others?
  • Am I a collaborator?
  • Am I self-managed and do I exercise good judgment?

If you answered yes to all of these questions, we want to hear from you!

Salary and Perks

Schedule: 8:30 AM – 5:00 PM EST, Monday – Friday, from your remote location.


  • Work from where you want (as long as the internet is fast and reliable!)
  • Competitive compensation and bonus potential
  • Health/Dental/Vision/Life/AD&D/STD/LTD available after 90 days with employer premium contribution
  • 401k with company match available after 6 months
  • PTO and paid holidays
  • More perks and benefits

At this time, only candidates authorized to work and located in the United States should apply.

About Snappy Kraken

Un-Canned Financial Adviser Marketing, Effortlessly Automated.

Snappy Kraken is the leading provider of marketing automation, online advertising, and bold, unique marketing for financial advisors.

Deemed "The most innovative marketing platform for advisers"​ by Investment News, and recipient of the 2018 Wealth Management Industry Award for Social Media Leadership, Snappy Kraken is helping advisors automate and streamline their digital marketing efforts in powerful ways.

Each automated campaign on the Snappy Kraken platform is focused on achieving specific and trackable goals that grow business. These goals include lead generation, prospect nurturing, referral generation, and more.

Un-Canned Financial Adviser Marketing, Effortlessly Automated.

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