Customer Success Specialist
3 days ago
We are seeking a highly motivated Customer Success Specialist to join our team at FINTRX. This individual will be responsible for driving overall customer success and retention through product adoption, cultivating deep customer relationships.
This role is ideal for someone who thrives in a dynamic, fast-growing environment and is looking for opportunities to learn and grow.
Key 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
Benefits:
- $80,000 - $110,000 per year ( salary range)
- Health Care Plan (Medical, Dental & Vision)
- Unlimited Paid Time Off
- Family Leave (Maternity, Paternity)
- Training & Development
-
Student Transportation Specialist
32 minutes ago
Spring Valley, New York, United States CHESTNUT RIDGE TRANSPORT., INC. Full timeAbout the RoleWe are looking for an experienced Student Transportation Specialist to join our team. The successful candidate will be responsible for driving a school bus, adhering to strict safety guidelines, and maintaining a positive attitude towards student safety and customer satisfaction.RequirementsValid CDL class BPS license or willingness to obtain...
-
Customer Service Representative
1 week ago
Spring Valley, New York, United States Sam's Club Full timeJob Summary:We're looking for a skilled Club Experience Specialist to join our Sam's Club team. This role involves delivering exceptional customer experiences, maintaining a clean and safe work area, and promoting company products and services.About the Position:This position requires strong communication and interpersonal skills, as well as the ability to...
-
Clinical Rehabilitation Specialist
3 weeks ago
Spring Valley, New York, United States Rehab Without Walls Neuro Rehabilitation Full timeCompany Overview">We are Rehab Without Walls Neuro Rehabilitation, a leading provider of innovative and patient-centered neuro rehabilitation services.SalaryThe estimated salary for this position is $70,000 - $90,000 per year, based on industry standards and national averages.Job DescriptionWe are seeking an experienced Clinical Rehabilitation Specialist to...
-
Electronics Production Specialist
2 weeks ago
Spring Valley, New York, United States Micro Tech Staffing - Stoughton Full timeJob OverviewWe are seeking a skilled Electronics Production Specialist to join our team at Micro Tech Staffing in Stoughton, MA.CompensationThe successful candidate can expect a competitive salary of $20/hour, with opportunities for overtime pay.Key ResponsibilitiesRead and interpret blueprints and schematics to assemble, rework, and reassemble unitsAssemble...
-
Machine Operator Specialist
3 weeks ago
Spring Valley, New York, United States Electroswitch Full timeJob Title: Machine Operator SpecialistEstimated Salary: $60,000 - $80,000 per yearAbout the CompanyELECTROSWITCH is a leading provider of rugged, high-quality electrical switches and relays for critical applications. Founded in 1946, our company has expanded into the heavy duty Industrial and Electric Utility markets.Job DescriptionWe are seeking an...
-
Package Delivery Specialist
3 weeks ago
Spring Valley, New York, United States United Parcel Service Inc. Full timeUnlock Your Earning PotentialWe are seeking skilled Package Delivery Specialists to join our team.About the Role:This is a seasonal position where you will ride along with a Package Delivery Driver in our famous brown trucks and help get packages of all shapes and sizes exactly where they need to be. It's a lot of in and out of the truck, making deliveries,...
-
Customer Experience Specialist
5 days ago
Little Valley, New York, United States Crosby's Full timeRole OverviewWe are seeking a Customer Experience Specialist to join our team at Crosby's. In this role, you will be responsible for creating an exceptional customer experience by providing personalized support, answering questions, and resolving issues promptly and efficiently.You will work closely with colleagues to ensure seamless service delivery, while...
-
Customer Service Representative
2 weeks ago
Spring Valley, New York, United States Pedriena Wheeler - State Farm Agent Full timeAbout Our CompanyPedriena Wheeler - State Farm Agent is a successful insurance agency seeking a talented and motivated individual to join our team as an Office Representative. As a member of our team, you will have the opportunity to work with a dynamic and growing organization that values customer relationships and exceptional service.
-
Network Infrastructure Specialist
3 weeks ago
Spring Valley, New York, United States Polaris Healthcare Svc Inc Full timeAbout the RoleWe are seeking a highly skilled Network Infrastructure Specialist to join our IT team at Polaris Healthcare Svc Inc. This is a full-time position, working Monday to Friday with rotating after-hours support.Job SummaryThe successful candidate will be responsible for daily administration, operation, and documentation of physical and virtual...
-
Clinical Care Specialist
2 weeks ago
Spring Valley, New York, United States Drift Services Full timeAt Drift Services, we are dedicated to providing top-notch patient care through our team of skilled Registered Nurses (RNs). As a Clinical Care Specialist, you will play a vital role in delivering quality care to our patients.About the RoleThis is an exciting opportunity for new graduates and experienced RNs alike. The successful candidate will have the...
-
Master Technician
3 weeks ago
Spring Valley, New York, United States BMW Dealer Careers Full timeJob Title: Master Technician - BMW SpecialistAbout the Role:We are seeking a highly skilled and experienced Master Technician to join our team at BMW Dealer Careers. As a key member of our service department, you will be responsible for delivering exceptional repair services to our customers, ensuring their vehicles are in top condition.Key...
-
Clinical Health Specialist
3 weeks ago
Spring Valley, New York, United States AltaStaff Full timeAltaStaff, a leading healthcare staffing agency, is seeking skilled Registered Nurses to conduct in-field assessments for New York State residents. The successful candidate will be part of a dynamic team that prioritizes quality care and exceptional patient outcomes.Compensation: $55-$56.50 per hourAbout the RoleThis is an exciting opportunity for a highly...
-
Nurse Care Specialist
3 weeks ago
Spring Valley, New York, United States IntelyCare Full timeWhy Choose IntelyCareWe're a nurse-founded company that understands the challenges of the healthcare industry. That's why we've created a platform that offers flexibility, support, and stability to our nursing professionals. With IntelyCare, you can find shifts that fit your schedule, customize your pay, and access free CE courses to keep your career on...
-
Construction Management Specialist
3 weeks ago
Spring Valley, New York, United States The LiRo Group Full timeJob OverviewThe LiRo Group is seeking an experienced Construction Management Specialist to join our team in Rockland County, NY. This role involves managing construction projects from initiation to completion, ensuring they are delivered on time, within budget, and to the required quality standards.About the RoleWe are looking for a skilled professional with...
-
Lead Home Care Clinical Specialist
3 weeks ago
Spring Valley, New York, United States Polaris Healthcare Full timePolaris Healthcare is a leading provider of home care services in Rockland County.**Job Summary:**We are seeking an experienced Registered Nurse to join our team as a Lead Home Care Clinical Specialist. This role will be responsible for providing clinical leadership and guidance to our home health aides and personal care aides, ensuring that patients receive...
-
Electrical Press Operator
3 weeks ago
Spring Valley, New York, United States Electroswitch Full timeCompany OverviewELECTROSWITCH is a leading manufacturer of high-quality electrical switches and relays. With over 65 years of experience, we have established ourselves as a trusted supplier to the military, heavy-duty industrial, and electric utility markets.About the RoleWe are seeking an experienced Press Operator - Manufacturing Specialist to join our...
-
Dental Hygiene Specialist
2 weeks ago
Spring Valley, New York, United States Main Street Dental Care LLC Full timeMain Street Dental Care LLC seeks a highly skilled and dedicated Dental Hygienist to join our team. As a key member of our dental practice, you will play a vital role in delivering exceptional patient care and contributing to the overall success of our organization.About the RoleWe are looking for a passionate and compassionate individual who is committed to...
-
Mental Health Care Specialist
3 weeks ago
Spring Valley, New York, United States Fcs Co Full timeAbout Fcs CoFcs Co is a non-profit mental health provider in Rockland County, NY. We offer a part-time opportunity for a Psychiatric Nurse Practitioner to make a difference in people's lives.Job SummaryWe are seeking a highly skilled and compassionate individual to join our team as a Psychiatric Nurse Practitioner. The successful candidate will be...
-
Sales Representative Spring Valley NY
2 weeks ago
Spring Valley, New York, United States Cell Phones for Less INC Full timeCell Phones for Less, the fastest-growing Authorized Retailer for Cricket Wireless in New York and Pennsylvania, is a dynamic organization that seeks a results-driven Sales Representative to join our team at the Spring Valley location. As a certified Best Place to Work, we value enthusiasm, technology, and excellent customer service.Salary$15.00-$25.50 per...
-
Workers' Compensation Risk Manager
3 days ago
Spring Valley, New York, United States Highview National Insurance Company Full timeJob Overview:">Highview National Insurance Company is seeking an experienced Workers' Compensation Risk Manager to join our underwriting team. In this critical role, you will be responsible for evaluating insurance applications, analyzing risks, and determining the appropriate coverage and premium for workers' compensation policies.">Key...