The Purpose of This Role

The role of the Project Manager is critical to thoroughly fulfilling our commitments to enterprise and retail clients accurately and on time while delivering a fascinating user experience consistently. This role requires a service-oriented, quality-driven individual that promotes positive and progressive interactions with our team and clients to get work done. Attention to detail, good organizational skills, and a desire to work effectively with a team are critical.

Primary Role & Responsibilities

The primary function of this role is to manage projects related to enterprise and channel alliance partner fulfillment within the financial services industry. This role serves as the primary Project Manager for enterprise and partner onboarding, expansion projects, and ongoing cross-departmental collaboration that supports the growth of the department and managed accounts overall. It requires: 

• A true people leader that clearly and accurately communicates, leads efforts to surface and resolve issues collaboratively, and positively motivates outstanding outcomes for various personality and learning styles

• Experience coordinating, planning, organizing, controlling, integrating, and completing assigned project(s) 

• Proficiently using and managing project management software, our technology stack, spreadsheets, and word processing tools (Asana + Google Docs, primarily)

• Planning agendas and conducting effective and progressive meetings (virtual and in-person, as needed) based on the company approved SOP

• Developing and maintaining relationships with key stakeholders

• Understanding the goals and objectives of enterprise and partner fulfillment for Snappy Kraken

• Analyzing data for accuracy, and suggesting and implementing needed solutions

• Well-spoken and professional appearance on the phone, video chat, and in-person (as needed)

• Working under the supervision of the Director of Enterprise and Partner Relations and closely with content, product, member engagement, and marketing

• Completing occasional travel if required

• Completing ad hoc assignments

Primary Qualifications

• Supreme attention to detail and documentation

• Must have excellent written and verbal communication skills 

• Extremely organized

• Flexible, resilient character; high emotional intelligence; engaging and gregarious personality

• Problem solver

• Ability to learn a product’s life cycle (in our environment)

• Ability to communicate effectively with cross-functional teams

• Robust research, analytical, and critical thinking skills

• Manage competing & changing priorities in a fast-paced, virtual environment

• Self-disciplined and accountable to meet deadlines 

• Adapt to change quickly and seamlessly

• An insatiable drive for excellence

• Marketing, financial, insurance, and/or production background a plus

Essential Qualities for Remote Team Members

Having a distributed team allows us to do great work with amazing people, who not only deliver tons of value, but who also find the process itself deeply satisfying. Remote team members have the freedom to choose their place to work. The key to success is making good things happen consistently as a leader in your area of expertise. There must be mutual trust among team members to get work done right and on time. The ideal candidate will have successful experience producing in a virtual environment and these natural characteristics: 

• Productive working independently and on a team 

• Disciplined 

• Accountable 

• Trustworthy 

• Ability to prioritize, multi-task, and stay organized 

• Attentive to the internal organizational structure 

• Adaptable 

• Computer literate and tech-savvy 

• Ability to communicate clearly in writing 

• Emotional intelligence 

• Achieve and own results of your work 

Working remotely for Snappy Kraken requires that each team member independently obtains and maintains their own proper working environment, fully equipped with all needed furniture and supplies, including but not limited to stable high-speed internet. The chosen work environment must be clean and free of distractions or noises that may inhibit the ability to provide the functions described in this job description. 

Probationary Period 

New hires must complete a 90-day probationary period. During this time, a new hire will receive training to help them get acquainted with the role, our culture, and learn how to properly execute job functions. An employment relationship may continue if it’s a good fit for everyone, based on the new hire’s alignment with Snappy Kraken values, performance evaluation of specific milestones, accessibility, and communication.  

Accessibility Requirements

As a remote company, it is critical to remember that our contributions and teams are interconnected and accessibility is the expectation. Availability during standard East Coast business hours, or as scheduled, for client inquiries, team calls, and video chats is expected. 

Growth Opportunities

We believe every team member of Snappy Kraken can reach their maximum potential. We are intent on alignment around Outcomes and Key Results (OKRs), addressing obstacles and opportunities openly and honestly, and regular reporting and tracking of development. Continuously refining values, skills, and knowledge is fundamental to future growth opportunities.

About Snappy Kraken

Snappy Kraken is a transformative Automated Growth Program for financial advisors, built on the exclusive Cold to Gold framework. Advisors take what they’re already naturally good at online with the content, automation, and support they need to GROW! 

Perks & Benefits

• Work Remotely

• Personal Days for when you need a break (on top of your regular vacation)

• Education Fund to help you grow

• Stipend to get you set up working from home 

• Medical Insurance Options

• Parental/Maternity Leave

• More! 

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.