Enterprise Client Success Manager

Fintrx Powered By Cap Hedge Ventures - Rockland, MA

Full-time - Mid Level

Hybrid - Rockland, MA

About the position

The Enterprise Client Success Manager at FINTRX is responsible for driving product adoption, retention, and growth by delivering high levels of business value and cultivating deep customer relationships. This role involves facilitating new client implementations, providing proactive support, and identifying upsell opportunities to enhance client engagement and satisfaction. The ideal candidate thrives in a dynamic, fast-growing environment and is eager to contribute to various facets of the business.

Responsibilities

• Facilitate new client implementation, understanding each account's pain points and use-case with a custom approach to ensure their success.
• Provide proactive and consultative client support throughout the duration of the client engagement.
• Identify and add 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.
• Provide additional resources for our client base, including Knowledge Center, webinars, tutorial videos, and other mediums.
• Maintain up-to-date and accurate CRM activity.

Requirements

• Bachelor's degree in Business, Communications, Finance, and/or Economics.
• 4+ years of experience as a customer success manager within a SaaS, Fintech, or Financial services company required.
• Experience within the financial industry strongly preferred.
• Scrappy, resourceful, and a creative problem solver when discovering the business needs of the customer.
• Proficiency in Excel, Gsuite, and other related software.
• Very high attention to detail.
• Proven leadership experience - a leader, a builder, a visionary.
• Excellent written and verbal communication skills.

Benefits

• Competitive annual salary + bonus
• Unlimited Paid Time Off
• 401k retirement savings plan
• Health, dental & vision insurance
• Hybrid work environment