FINTRX ranks as the #17 fastest growing tech company in Massachusetts on Inc. Magazine's 2024 list of the nation's 5,000 fastest growing private companies. We are the preeminent resource for private wealth data and research - our SaaS platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. 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
In this role, you'll be at the forefront of driving product adoption and enhancing customer experience for FINTRX. Your responsibilities will span across designing strategies to boost feature utilization, analyzing user behavior to overcome adoption barriers, and collaborating with various teams to improve overall customer satisfaction. You'll dive deep into data analytics, creating insightful reports and dashboards to track key performance indicators and inform data-driven decisions. Your work will directly impact product development, customer retention, and the company's bottom line. This position requires a blend of analytical skills, strategic thinking, and cross-functional collaboration, making it an ideal opportunity for someone passionate about using data to drive tangible business outcomes in a dynamic SaaS environment.
Requirements
Key Responsibilities:
Product Adoption:
- Design and implement strategies to increase product adoption and feature utilization
- Analyze user behavior to identify adoption barriers and opportunities
- Create targeted campaigns and educational materials to drive feature usage
- Collaborate with marketing to develop user education and onboarding materials
- Measure and report on adoption metrics, providing insights to stakeholders
Customer Experience and Retention:
- Focus on improving overall customer experience to drive retention
- Analyze customer feedback, usage patterns, and support tickets to identify areas for improvement
- Work closely with support, account and success teams to address customer pain points
- Develop strategies to re-engage dormant / low usage users and reduce churn
Analytics and Reporting:
- Conduct in-depth analysis of user behavior, engagement metrics, and retention rates
- Refine current user tracking tools to better suit FINTRXโs needs
- Create and maintain dashboards to track key performance indicators (KPIs) on usage
- Provide regular reports and presentations to leadership on adoption and retention metrics
- Use data-driven insights to inform product development and customer success strategies
Cross-functional Collaboration:
- Work closely with product, sales, marketing, data, and customer success teams
- Provide insights to the product team to influence feature development and improvements
- Collaborate with the sales team to ensure smooth onboarding of new clients
- Partner with marketing to develop targeted communications and campaigns
If you are passionate about driving product success and enhancing customer experiences through data-driven strategies, this role could be perfect for you. We're looking for someone who thrives on turning insights into action, collaborating across teams, and making a tangible impact on user satisfaction and business growth.
* Product experience within Financial data, Fintech or closely related fields is a Requirement.*
Benefits
- Competitive annual salary + commission + bonus.
- Unlimited PTO
- Health, dental & vision insurance
- Hybrid work environment
- Work for one of Forbes' Best Startups for Employers of 2024!
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.
*Remote opportunities will be be considered on a case by case basis.
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FINTRX
FINTRX is the preeminent resource for private wealth data and research, serving top tier hedge funds, private equity and venture capital firms, and more.
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