FINTRX · 1 week ago
Enterprise Client Success Manager
United States
Full-time
Remote
Mid, Senior Level
4+ years expFINTRX is a leading resource for private wealth data and research, serving a diverse range of financial clients. They are seeking an Enterprise Client Success Manager to drive product adoption and retention, cultivate customer relationships, and support client engagement through various initiatives.
Big DataDatabaseFinancial ServicesFinTechHedge FundsImpact Investing
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 some of FINTRX’s largest 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
Qualification
Required
Bachelor's degree in Business, Communications, Finance and/or Economics
4+ years of experience as a customer success manager within a SaaS, Fintech or Financial services company required
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 verbal communication skills
Candidate must be able to work EST business hours
Preferred
Experience within the financial industry strongly preferred
Benefits
Competitive annual salary + bonus
Unlimited Paid Time Off
401k retirement savings plan
Health, dental & vision insurance
Remote work environment
Company
FINTRX
FINTRX provides family office intelligence design to assist in the identification, access, and raising of family office capital.
51-200 employees
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)
Funding
Current Stage
Growth StageTotal Funding
$9M2021-11-29Series A· $9M
Leadership Team
Russ D'Argento
Founder & CEO
Dennis Caulfield
Executive Vice President, Product Operations
Recent News
EIN Presswire
2025-12-15
2025-10-09
Company data provided by crunchbase