Analysis Skills, Application Programming Interface (API), Artificial Intelligence (AI), Asset Management, Business Development, Business-to-Business (B2B), Communication Skills, Cross-Functional, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Detail Oriented, Ecosystems, Genetics, Identify Issues, Interpersonal Skills, Investment Services, Legal, Machine Tool, Microsoft Dynamics, Multiplatform/Cross-Platform, Multitasking, Onboarding, Organizational Skills, Problem Solving Skills, Product Planning, Project/Program Management, Real Estate, Registered Investment Advisor (RIA), Resolve Customer Issues, Sales, Sales Cycle, Sales Support, Sales/Support Engineering (SE), Salesforce.com, Snowflake Schema, Software as a Service (SaaS), Solution Sales, Venture Capital
About FINTRX
FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the Registered Investment Advisor and global Family Office and ecosystem. Today, FINTRX serves thousands of customers globally, which include top asset managers, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.
About the Role
Were seeking a motivated and detail-oriented Data Integrations Associate to join our growing team. This hybrid role sits at the intersection of technical integrations, client success, and sales support. As an Integrations Associate, you will play a critical role in helping prospects understand the value of our integration capabilities, and youll guide clients through seamless onboarding and continued success with their integrations. Youll work closely with Sales, Product, and Customer Success to ensure prospects and clients experience smooth, value-driven integration journeys.
What Youll Do
- Serve as the technical expert during the sales cycle and, showcasing integration capabilities to prospects and answering functional/technical questions
- Lead onboarding for new clients, configuring integrations and ensuring successful implementation across platforms (e.g., HubSpot, Salesforce, Snowflake, MS Dynamics, DealCloud, API)
- Manage a portfolio of ~25 integration projects at any given time
- Serve as the primary point of contact throughout the integration lifecycle, including implementation, troubleshooting, and optimization
- Conduct regular check-ins via email, phone, and video to ensure integrations meet business objectives
- Collaborate cross-functionally with Sales, Product, and Customer Success teams to resolve issues and enhance client experience
- Document client needs and feedback to influence product roadmap and integration improvements
What Were Looking For
- 03 years of experience in a client-facing role (e.g., Sales Engineer, Solutions Engineer, Implementation Specialist, Integration Analyst, Business Development Representative)
- Strong communication and interpersonal skills - able to confidently speak with client decision-makers and stakeholders
- Experience with or knowledge of CRM and data platforms such as HubSpot, Salesforce, Snowflake, MS Dynamics, DealCloud (preferred)
- Ability to manage multiple projects simultaneously with strong attention to detail and organizational skills
- A problem-solver mindset with a customer-first attitude
- Comfort with technical tools and concepts - while you dont need to be an engineer, youll need to understand how APIs and integrations work
- Comfort with Claude, MCPs, and other AI native tooling
- Bonus: Experience working in a B2B SaaS or data-focused environment
Benefits
- Competitive annual salary
- Unlimited Paid Time Off
- Health, dental & vision insurance
- 401k retirement plan with company match
- Remote*
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.