Enterprise Client Success Manager
Fintrx Careers
About this role
FINTRX is seeking an Enterprise Client Success Manager to drive product adoption, customer retention, and growth by fostering deep client relationships and delivering business value. The role involves supporting clients, creating educational resources, and identifying upsell opportunities within a fast-paced, innovative environment.
Skills
Qualifications
About Fintrx Careers
fintrx.comFINTRX is an AI-powered data and intelligence platform that aggregates comprehensive profiles on registered investment advisors (RIAs), broker-dealers, and family offices. It delivers searchable firm-level data and analytics — including AUM, investment focus, portfolio allocations, and contact/relationship insights — to help asset managers, fundraisers, and capital allocators identify and prioritize institutional prospects. The platform also offers tools for building custom lists, enriching CRMs, and surfacing intent signals to streamline outreach and fundraising workflows. FINTRX emphasizes up-to-date, machine‑learned data to simplify investor prospecting across the RIA and family office landscape.
About Fintrx Careers
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Fintrx Careers.
Salary
$70k – $95k
per year