FINTRX
SaaS • B2B • Fintech
FINTRX is an AI-powered B2B SaaS platform that provides comprehensive, current private wealth intelligence and datasets on registered investment advisors (RIAs), family offices, broker-dealers, endowments, and foundations. Financial firms—asset managers, alternative fund managers, recruiters, fintechs and service providers—use FINTRX to identify prospects, accelerate capital raising, recruit advisors, and integrate verified data via CRM integrations, APIs, data feeds, and enrichment tools to drive distribution and business development.
Enterprise Client Success Manager
Job not on LinkedIn
November 21
FINTRX
SaaS • B2B • Fintech
FINTRX is an AI-powered B2B SaaS platform that provides comprehensive, current private wealth intelligence and datasets on registered investment advisors (RIAs), family offices, broker-dealers, endowments, and foundations. Financial firms—asset managers, alternative fund managers, recruiters, fintechs and service providers—use FINTRX to identify prospects, accelerate capital raising, recruit advisors, and integrate verified data via CRM integrations, APIs, data feeds, and enrichment tools to drive distribution and business development.
📋 Description
• Facilitate new client implementation, thoroughly understanding each account’s pain points & use-case with a custom approach to see to their success • Provide proactive and consultative client support throughout the duration of the client engagement • Identify & add-on upsells to some of FINTRX’s largest clients • Drive revenue growth for the company • Work with a strong sense of urgency to meet and exceed daily/monthly KPIs and document interactions with clients • Providing additional resources for our client base: including our Knowledge Center, webinars, tutorial videos and other mediums. • Maintain up to date and accurate CRM activity
🎯 Requirements
• Bachelor's degree in Business, Communications, Finance and/or Economics • 4+ years of experience as a customer success manager within a SaaS, Fintech or Financial services company required • Experience within the financial industry strongly preferred • Scrappy, resourceful and a creative problem solver when discovering the business needs of the customer and understanding how FINTRX plugs into the bigger picture • Proficiency in excel, Gsuite, and other related software • Very high attention to detail • Proven Leadership Experience -- a leader, a builder, a visionary • Excellent written and verb and communication skills • Candidate must be able to work EST business hours.
🏖️ Benefits
• Competitive annual salary + bonus • Unlimited Paid Time Off • 401k retirement savings plan • Health, dental & vision insurance • Remote work environment*
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