Customer Success Specialist

3 days ago


Spring Valley, New York, United States FINTRX Full time
Job Overview

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


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