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FINTRX · 1 day ago

Enterprise Account Manager

United States

Full-time

Remote

Senior Level

5+ years exp

FINTRX is the preeminent resource for private wealth data and research, serving thousands of customers globally. The Account Manager will drive revenue growth from existing customers by promoting product adoption and developing strategic account plans, while building trusted relationships with stakeholders.

Big DataDatabaseFinancial ServicesFinTechHedge FundsImpact Investing

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

SaaS experienceQuota-carrying experienceAccount managementCustomer success managementFinancial Services experienceMicrosoft ExcelGsuite proficiencyCommunication skillsAttention to detailCreative problem solverLeadership experience

Required

Bachelor's degree

5+ years of experience as an account manager, customer success manager, account executive, strategic sales or consulting related role within a SaaS company

Prior experience within a SaaS, Fintech or Financial Services company required

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 Microsoft 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

Unlimited Paid Time Off

Health, dental & vision insurance

401k retirement plan with company match

Remote

Company

FINTRX

FINTRX provides family office intelligence design to assist in the identification, access, and raising of family office capital.

Founded in 2014

Boston, Massachusetts, USA

51-200 employees

https://www.fintrx.com

H1B Sponsorship

FINTRX has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2023 (1)

2022 (2)