BetaNXT

Client Services Representative

• Serve as a trusted advisor to clients, offering expert guidance on BetaNXT’s Investor Communication services and ensuring seamless service delivery.
• Support the Relationship Management team by participating in client meetings and user groups, both on-site and off-site, to strengthen business relationships and identify growth opportunities.
• Maintain and nurture client relationships, ensuring expectations are met and exceeded in a holistic and productive environment.
• Participate in project management initiatives for new Investor Communications offerings, contributing strategic insights and execution support.
• Partner with technology teams to develop and refine software solutions aligned with client needs.
• Collaborate with operations to uphold quality control standards and ensure consistent service excellence.
• Facilitate client onboarding processes including scheduling, reporting, issue tracking, and risk escalation.
• Conduct analysis of incoming and outgoing data to support seamless platform transitions.
• Engage directly with clients to explain documentation requirements, regulatory considerations, and onboarding expectations.
• Lead client-facing calls and meetings, providing direct support, documentation, and follow-up throughout the onboarding lifecycle.
• Coordinate cross-functional resources to meet client needs.
• Monitor project quality and efficiency, ensuring client satisfaction throughout the onboarding lifecycle.

Client Support – Implementation Specialist

Operations

• Collect vote instructions from incoming files/electronic feeds; validate vote details (e.g., account info, share amounts) and enter data into the system
• Flag and investigate discrepancies (e.g., missing records, invalid positions)
• Handle physical mail in votes during peak season (open, timestamp, and enter electronically) to ensure all votes are accurately recorded
• Reconcile total votes with share balances to ensure completeness and accuracy; assist in finalizing tallies for solicitors, corporate issuers, or mutual funds
• Generate reports summarizing voting results for internal stakeholders and clients
• Perform QA checks on manually applied votes to prevent over votes or duplication; maintain clear audit trails of corrections/re votes and support audit requests
• Collaborate with internal teams (e.g., Product/IT, Relationship Management) to resolve data or system issues; answer routine questions from team members and assist with troubleshooting (re sent files, clarifying instructions)
• Maintain accurate vote records in compliance with industry regulations; follow proxy voting best practices for data privacy/confidentiality
• Proactively suggest improvements that enhance efficiency, automation, and data integrity
• Other duties as assigned

Tabulations Operations Associate

Full-stack Engineer

• Lead the design and development of complex software components and systems.
• Collaborate with Solution Architects and cross-functional teams to define and implement technical solutions.
• Develop new software and enhance existing applications in line with agreed specifications in Mainframe Technology.
• Conduct unit and integration testing to ensure software quality and compliance with requirements.
• Review code and provide mentorship to peers and junior developers.
• Contribute to solution architecture discussions, including risk assessments and remediation strategies.
• Participate in Agile planning sessions, providing design options, effort estimates, and work breakdowns.
• Maintain accurate and comprehensive technical documentation to support long-term maintainability.
• Provide timely updates on progress and actively participate in team meetings and on-call support.
• Support knowledge sharing and training initiatives within the technical team.

Software Engineering Specialist

Customer Success Manager

• Proactively manage day-to-day client health, reporting, and incident follow-up
• Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight
• Review and raise concerns related to billing, invoices, and SLA reporting
• Act as point of escalation for project delivery and high-impact client issues
• Facilitate and manage client risk assessments and VOC representation
• Monitor and document client KPIs, project trends, and escalate concerns as needed
• Capture and distribute client meeting notes and call logs
• Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment
• Lead and track Statement of Work (SOW) processes
• Attend client conferences and represent the organization professionally
• Oversee PDLC from estimation through implementation with deep understanding of delivery lifecycle

Client Success Manager

Product Manager

• Develop and execute comprehensive sales strategies to achieve revenue targets and expand the company’s market share in the WealthTech sector
• Ensure the Sales Team’s strategy and goals are aligned to BetaNXT’s strategy and mission
• Lead, coach, and mentor the Sales Team (both Enterprise and Product sales), ensuring they meet individual and team performance goals. A key area of focus will be on guiding the team to closing new business and achieving better wallet-share penetration for current clients
• Identify and pursue new business opportunities by developing relationships with key decision-makers in the wealth management universe, traditional banks, broker dealers, family offices, other financial institutions, payment providers, established and emerging fin-tech providers and other relevant industries
• Collaborate with marketing, product development, and Account Management teams to refine product offerings and create tailored solutions for clients and prospects
• Conduct market research and competitor analysis to stay ahead of industry trends and identify growth opportunities and align the sales team to those opportunities
• Prepare and deliver compelling sales presentations and proposals to prospective clients
• Negotiate contracts, pricing, and terms of service to close deals effectively and in alignment with company objectives
• Create, monitor and maintain the sales pipeline and revenue forecasts, and provide regular updates to senior management
• Ensure the Salesforce application is updated and reflects all current activity for all team members. Work to ensure proper reporting and systems enhancements are completed
• Stay updated and current and act as the SME for latest trends, regulations, and technologies in the FinTech and Wealth Management landscape to ensure the company remains competitive
• Leverage industry contacts and market knowledge to refine BetaNXT’s approach to sales
• Develop training a coaching sessions and tools to ensure continuous improvement and knowledge growth across the Sales Team

Client Support – Implementation Specialist

Tabulations Operations Associate

Software Engineering Specialist

Client Success Manager

SVP, Director of Product and Enterprise Sales