FINTRX
51 - 200 employees
Founded 2014
☁️ SaaS
🤝 B2B
💳 Fintech
💰 Series A on 2021-11
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.
Mid-Market Account Executive
🕒 November 4, 2025
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FINTRX
51 - 200 employees
Founded 2014
☁️ SaaS
🤝 B2B
💳 Fintech
💰 Series A on 2021-11
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
• Work closely with sales and marketing teams to grow & expand the companies suite of; asset management and financial services customers. • Drive revenue growth through proactive outreach to key, target accounts • Partner and strategize with inside sales team to qualify prospective buyers and further them through their buyer journey in a consultative manner. • At a minimum achieve monthly, quarterly and annual sales targets.
🎯 Requirements
• BS/BA degree - Entrepreneurship, sales, communications, finance and/or economics focus is a plus. • 3-5 years of sales experience in a closing role within the financial services or financial data space. • Previous BDR experience is a plus • Ability to understand client needs, and negotiate costs and services • The ability to demonstrate the value of our products in a persuasive, confident and professional manner. • Well organized with excellent attention to detail. • Competitive, goal oriented, and hungry individuals with a strong desire to win.
🏖️ Benefits
• Competitive annual salary + commission + bonus. • Unlimited Paid Time Off • Health, dental & vision insurance • 401k with employer match • Remote* and/or hybrid work arrangement
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