Client Success Manager

About FINTRX

FINTRX ranks as the #17 fastest growing tech company in Massachusetts on Inc. Magazine's 2023 list of the nation's 5,000 fastest growing private companies. We are the preeminent resource for private wealth data and research - our SaaS platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. 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.

We also just closed our Series A Funding round! Details here: https://www.fintrx.com/blog/announcing-our-9m-series-a-funding-fintrx

About the role

We’re looking for a motivated 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.

Responsibilities:

• 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 existing 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
• 1-3 years of experience as a customer success manager, account manager, sales, or related within a SaaS, Fintech or financial services company
• 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

Benefits

• Competitive annual salary + bonus
• Unlimited PTO
• Health, dental & vision insurance
• Hybrid work environment
• Corporate Red Sox tickets
• Work for one of Forbes' Best Startups for Employers!

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.

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.

*Please note this is a hybrid role, requiring three days per week in our Rockland, MA office*

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