What are the responsibilities and job description for the Strategic Partnership Director position at FINTRX?
About FINTRX
We're a dynamic and fast-growing technology company that provides innovative solutions for private wealth data and research. Our SaaS platform serves hundreds of customers globally, including top-tier hedge funds, private equity firms, and institutional investors. We're committed to building a highly motivated and supportive environment where our employees can grow and thrive.
About the Role
This Enterprise Client Success Manager will be responsible for driving product adoption, retention, and growth by delivering high levels of business value and cultivating deep customer relationships. The ideal candidate will have a strong understanding of the financial industry and be able to develop custom solutions for clients. This role involves facilitating new client implementation, providing proactive support, identifying upsell opportunities, and driving revenue growth while maintaining accurate CRM activity.
Responsibilities:
Requirements:
Benefits:
We're a dynamic and fast-growing technology company that provides innovative solutions for private wealth data and research. Our SaaS platform serves hundreds of customers globally, including top-tier hedge funds, private equity firms, and institutional investors. We're committed to building a highly motivated and supportive environment where our employees can grow and thrive.
About the Role
This Enterprise Client Success Manager will be responsible for driving product adoption, retention, and growth by delivering high levels of business value and cultivating deep customer relationships. The ideal candidate will have a strong understanding of the financial industry and be able to develop custom solutions for clients. This role involves facilitating new client implementation, providing proactive support, identifying upsell opportunities, and driving revenue growth while maintaining accurate CRM activity.
Responsibilities:
- Develop and implement customized solutions to meet client needs.
- Provide expert-level support to clients, addressing their inquiries and resolving issues promptly.
- Identify and capitalize on upsell opportunities with existing clients.
- Drive revenue growth through strategic partnerships and initiatives.
- Maintain accurate and up-to-date CRM records.
Requirements:
- Bachelor's degree in Business, Communications, Finance, or Economics.
- 4 years of experience as a Customer Success Manager in a SaaS, Fintech, or Financial services company.
- Strong understanding of the financial industry and its trends.
- Excellent communication and problem-solving skills.
- Leadership experience and ability to build a team.
Benefits:
- Competitive annual salary bonus.
- Unlimited Paid Time Off.
- 401k retirement savings plan.
- Health, dental & vision insurance.
- Hybrid work environment.
