Relationship Manager
Posted on Sep 24, 2024 by FINTRX
Rockland, MA
Admin & Secretarial
Immediate Start
Annual Salary
Full-Time
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
#LI-DNI
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
#LI-DNI
Reference: 202292175
https://jobs.careeraddict.com/post/95535738
Relationship Manager
Posted on Sep 24, 2024 by FINTRX
Rockland, MA
Admin & Secretarial
Immediate Start
Annual Salary
Full-Time
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
#LI-DNI
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
#LI-DNI
Reference: 202292175
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