Relationship Manager

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 Relationship Manager to join our team. This person will be responsible for driving overall customer success and retention through product adoption, cultivating deep customer relationships. The ideal candidate for this role is open to lending a hand in a number of different facets of the business. 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:

• Manage a book of ~125 Core accounts in our downmarket segment
• Execute successful renewals and own the commercial relationship with your customers, finding opportunities to expand our existing relationships
• Deeply understand your customers’ goals, and tailor your engagements to your customers based on factors such as Asset Class, target investor profile, use case, project timelines, previous experience in fundraising, etc.
• Drive adoption of new and existing functionality in the FINTRX system through proactive and consultative support
• Identify and execute on expansion opportunities within your book of business
• Work with a strong sense of urgency to meet and exceed daily/monthly/quarterly KPIs, and document interactions with customers
• Contribute to the development of client facing resources, including our Knowledge Center, webinars, tutorial videos, and other media

Requirements

• Experience in or strong working knowledge of the wealth management industry
• 1-3 years of experience as a Customer Success Manager, Account Manager, Sales, or related within SaaS, Fintech, or financial services
• Scrappy, resourceful, and a creative problem solver when discovering the business needs of the customers, and understanding how FINTRX plugs into the bigger picture
• Proficiency in Excel, GSuite, and other related software
• Must be able to learn and adapt to new systems and processes quickly
• Excellent written and verbal communication skills
• Attention to detail, documentation and organizational skills
• Ability to multitask and meet aggressive deadlines
• Strong teamwork and collaborative skills

This role requires a high level of organization, detail orientation, urgency, and an unrelenting pursuit of customer value. You will be expected to operate nimbly and adjust to changing customer needs, all while driving decisions that have implications and impact at the intersection of our customers, our business, and yourself.

Benefits

• Competitive annual salary
• Health Care Plan (Medical, Dental & Vision)
• Unlimited Paid Time Off
• Family Leave (Maternity, Paternity)
• Training & Development

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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