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Posted 4 months ago
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About FINTRX FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.About the role We’re looking for a motivated Enterprise Client Success Manager to join our team. This person will be responsible for driving product adoption, retention, and growth by delivering high levels of business value, and cultivating deep customer relationships. The ideal candidate for this role is open to lending a hand in a number of facets of the business. Additional projects may include but will not be limited to addressing support requests from clients, creating and updating Help Center resources, and maintaining inbound chat inquiries from active users. This role would be a great fit for you if you thrive in a dynamic, fast-growing, and high energy environment, and are looking for opportunities to learn and grow.ResponsibilitiesFacilitate new client implementation, thoroughly understanding each account’s pain points & use-case with a custom approach to see to their successProvide proactive and consultative client support throughout the duration of the client engagementIdentify & add-on upsells to some of FINTRX’s largest clientsDrive revenue growth for the companyWork with a strong sense of urgency to meet and exceed daily/monthly KPIs and document interactions with clientsProviding additional resources for our client base including our Knowledge Center, webinars, tutorial videos and other mediumsMaintain up to date and accurate CRM activityRequirementsBachelor's degree in Business, Communications, Finance and/or Economics4+ years of experience as a customer success manager within a SaaS, Fintech or Financial services company requiredExperience within the financial industry strongly preferredScrappy, resourceful and a creative problem solver when discovering the business needs of the customer and understanding how FINTRX plugs into the bigger pictureProficiency in excel, Gsuite, and other related softwareVery high attention to detailProven Leadership Experience -- a leader, a builder, a visionaryExcellent written and verb and communication skillsCandidate must be able to work EST business hoursBenefitsCompetitive annual salary + bonusUnlimited Paid Time Off401k retirement savings planHealth, dental & vision insuranceRemote work environment*Note Candidate must be able to work EST business hoursEqual Opportunity FINTRX does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.Culture In addition to our competitive compensation package, we offer a highly motivated, growing and supportive environment with the opportunity to work alongside many other highly talented professionals. We strive to continually build on our evolving culture which is built on innovation, drive, and top tier product creation on behalf of our global client base.
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