FINTRX

Customer Success Manager

• 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

Enterprise Client Success Manager

Business Development Rep

• Partner with Sales and Marketing to identify new opportunities in the marketplace
• Work closely with account executives to understand prospect needs, and for continued knowledge development
• Connect with prospects through written and verbal communication
• Generate and schedule conversations/meetings with key influencers and decision makers in prospective accounts via outbound efforts
• Conduct high volume prospecting (75-100 activities per day) to qualify leads through calls, emails, and social media
• Demonstrate persistence, tenacity, and the ability to overcome obstacles and handle objections
• Develop and consistently meet or exceed all assigned quotas and key performance metrics on a daily, monthly, quarterly and annual basis
• Log all sales activity completely and accurately in our CRM

Business Development Representative

Account Manager

• 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.

Account Executive

• Work closely with sales and marketing teams to grow & expand the companies suite of; asset management and financial services customers.
• Drive revenue growth through proactive outreach to key, target accounts
• Partner and strategize with inside sales team to qualify prospective buyers and further them through their buyer journey in a consultative manner.
• At a minimum achieve monthly, quarterly and annual sales targets.

Mid-Market Account Executive

Onboarding Specialist

• Manage ~24 customer onboardings per month for Core accounts in our downmarket segment.
• Understand new customer goals, and tailor your onboarding approach to your customers based on factors such as Asset Class, target investor profile, use case, project timelines, previous experience in fundraising, etc.
• Project manage the technical implementation with CRM systems (where applicable) and execute on account creation
• Ensure customers successfully accomplish onboarding milestones and exit the onboarding phase of the relationship within 30 days from FINTRX access date.
• Create and contribute to customer onboarding and enablement content
• Contribute to continuous improvement and refinement of the FINTRX Customer Onboarding Process
• Optimize the customer experience by providing customer coaching and training in live online engagements and in recorded sessions
• Engage with customers to triage and/or resolve inbound support requests through live chat, email, and phone

Enterprise Client Success Manager

Business Development Representative

Account Manager

Mid-Market Account Executive

Client Onboarding & Support Manager