Client Onboarding & Support Manager
FINTRX
Rockland, massachusetts
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
Onboarding and Implementation is a crucial and foundational part of our customers’ journey with FINTRX. You will be the first team member that our Growth & Core customers will engage with in their customer journey with FINTRX. We aim to design and iterate on an easy and seamless onboarding and implementation experience, helping our customers leverage the often complex nature of the outputs and jobs to be done with FINTRX.
To successfully onboard a customer,...