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FINTRXFI

Enterprise Account Manager

FINTRX is an AI-powered private wealth intelligence platform providing comprehensive data on family offices, registered investment advisors, broker-dealers, and wealth teams to help asset managers and financial professionals drive growth.

FINTRX
United States only

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About FINTRX

FINTRXis 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

As a FINTRX Account Manager, you'll be responsible for driving incremental revenue from a book of existing customers by driving adoption of FINTRX’s products with existing (i.e. expansion, cross-sells) and new implementations in different departments within the same account, ultimately deepening FINTRX’s adoption with existing teams. This strategic business development role is responsible for achieving sales quota by solving new problems for existing customers, and launching strategic initiatives with new partners. This individual will build and nurture trusted advisory relationships with a diverse group of stakeholders. 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.

We’re looking for an individual that holds the unique ability to farm and hunt within our existing and high profile customer base.

Responsibilities:

  • Grow the net ARR for a book of existing accounts (retention + expansion), with a heavy focus on expansion and new revenue streams
  • Develop and execute strategic account plans to land and expand corporate partnerships encompassing the full range of FINTRX’s products
  • Prioritize your book of business, develop and execute on account plans for each individual account, including identifying new opportunities, bridging use cases across departments, and building and climbing the org chart
  • Source expansion opportunities in new departments, while telling a compelling wall-to-wall (multi-use case) story to administration as an account gains momentum.
  • Meet and exceed your sales targets through strategic prospecting and strong SaaS sales process - you will own the full sales-cycle from lead to close
  • Educate and consult customers on the value of FINTRX throughout the sales and adoption cycle
  • Nurture relationships with strategic accounts; drive ongoing education and continued value of our products and services.
  • Proactively and empathetically engage clients at risk, ensuring urgent client issues are resolved in a timely manner.
  • Discovering trends for churn, optimizing processes for danger accounts moving forward.
  • Collaborate and build relationships with healthy accounts to further solidify FINTRX’s role within the customer's organization.

Requirements

  • Bachelor's degree
  • 5+ years of experience as an account manager, customer success manager, account executive, strategic sales or consulting related role within a SaaS company
  • Prior experience within a SaaS, Fintech or Financial Services company required
  • Quota-carrying experience in a previous SaaS sales position
  • Track record of success - consistently meeting and exceeding revenue goals and quotas
  • Scrappy, resourceful and a creative problem solver when discovering the business needs of the customer and understanding how FINTRX plugs into the bigger picture
  • Proficiency in Microsoft Excel, Gsuite, and other related software
  • Very high attention to detail
  • Proven Leadership Experience -- a leader, a builder, a visionary
  • Excellent written and verb and communication skills
  • Must be able to work EST business hours

Benefits

  • Competitive annual salary + commission + bonus
  • Unlimited Paid Time Off
  • 401k retirement plan with company contribution
  • Health, dental & vision insurance
  • Remote work environment*

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.

FINTRX does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

*Candidate must be able to work EST business hours to be considered

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Experience

5 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About FINTRX

Learn more about FINTRX and their company culture.

View company profile

At FINTRX, we're building something transformative in the world of private wealth intelligence. Founded in 2014 by Russ D'Argento in Hingham, MA, the company has grown from a bootstrapped startup operating out of a spare bedroom into a leading AI-powered platform trusted by hundreds of firms globally. Our team combines deep industry expertise with cutting-edge technology to solve real problems faced by asset managers, fund distributors, and business development professionals navigating the complex private wealth ecosystem.

What sets FINTRX apart is our people-first culture and commitment to innovation. We operate in a hybrid environment where our Boston-based team collaborates daily to deliver actionable intelligence that drives results for our clients. Our platform is built on a foundation of rigorous research - backed by a 70+ person team that manually validates and enhances every data point - combined with advanced AI capabilities that transform raw data into strategic insights. At FINTRX, we value curiosity, ambition, and a genuine drive to modernize how financial professionals connect with the private wealth landscape. Whether you're identifying capital sources, recruiting top advisors, or preparing for a critical meeting, our team is obsessed with giving our users the competitive edge they need to succeed.

Employee benefits

Learn about the employee benefits and perks provided at FINTRX.

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Vacation Policy

Paid time off for rest and rejuvenation.

Health Insurance

Comprehensive health insurance coverage for employees and their families.

Retirement Benefits

Retirement savings and planning support to help employees secure their financial future.

Team Culture

Surrounded by hungry, professional individuals working to bring modern solutions to financial markets.

View FINTRX's employee benefits
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FINTRX

Founded in

2014

Chief executive officer

Russ D'Argento

Employees live in

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