Account Manager

🕒 November 4, 2025

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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FINTRX

WebsiteLinkedInAll Job Openings

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

• Grow the net ARR for a book of existing accounts (retention + expansion), with a heavy focus on expansion and new revenue streams • Develop and execute strategic account plans to land and expand corporate partnerships encompassing the full range of FINTRX’s products • Prioritize your book of business, develop and execute on account plans for each individual account, including identifying new opportunities, bridging use cases across departments, and building and climbing the org chart • Source expansion opportunities in new departments, while telling a compelling wall-to-wall (multi-use case) story to administration as an account gains momentum. • Meet and exceed your sales targets through strategic prospecting and strong SaaS sales process - you will own the full sales-cycle from lead to close • Educate and consult customers on the value of FINTRX throughout the sales and adoption cycle • Nurture relationships with strategic accounts; drive ongoing education and continued value of our products and services. • Proactively and empathetically engage clients at risk, ensuring urgent client issues are resolved in a timely manner. • Discovering trends for churn, optimizing processes for danger accounts moving forward. • Collaborate and build relationships with healthy accounts to further solidify FINTRX’s role within the customer's organization.

🎯 Requirements

• Bachelor's degree • 2-5+ years of experience as an account manager, customer success manager, account executive, strategic sales or consulting related role within a SaaS company • Quota-carrying experience in a previous SaaS sales position • Track record of success - consistently meeting and exceeding revenue goals and quotas • 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 • Must be able to work EST business hours.

🏖️ Benefits

• Competitive annual salary + commission + bonus • Unlimited Paid Time Off • 401k retirement plan with company contribution • Health, dental & vision insurance • Remote work environment*