Product Specialist Solutions (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Product Specialist Solutions (Fintech): Managing and strengthening relationships with asset managers and financial institutions while supporting alternative investment education and compliance solutions on the platform. Focus on guiding clients through the onboarding lifecycle, driving platform adoption, and ensuring long-term relationship growth in a highly regulated environment.
Location: Must be based in Salt Lake City, Utah, USA (Hybrid: In-office Monday-Thursday, remote Friday).
Salary: $70,000–$85,000
Company
is a leading financial technology platform providing access to alternative investments for the global wealth management industry.
What you will do
- Manage day-to-day relationships with existing asset manager clients.
- Guide clients through the onboarding lifecycle to ensure seamless solution adoption.
- Provide ongoing platform training, demonstrations, and feature updates.
- Support account renewals and upsell initiatives to drive retention and expansion.
- Maintain Salesforce data and reporting to track team performance.
- Collaborate on special projects as required.
Requirements
- 2-5 years of experience in client-facing roles such as account management or customer success.
- Background in SaaS, Financial Services, or fintech environments.
- Exceptional verbal and written communication skills with the ability to explain technical concepts.
- Strong organizational skills to manage multiple accounts and projects simultaneously.
- Proficiency with Salesforce.
- Must be able to work from the Salt Lake City office Monday through Thursday.
Culture & Benefits
- Comprehensive benefits package including subsidized healthcare, dental, and vision.
- Employer-matched retirement plan.
- Equity participation for all full-time employees.
- Annual performance bonus.
- Unlimited paid time off (PTO) and parental leave.
- Supportive environment with virtual mental health counseling and telemedicine.
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