FMG Suite

The role focuses on driving long-term client success and happiness through advocacy, education, and coordination. Responsibilities include managing client inquiries via multiple channels and coordinating resources to handle product or website change requests.

The Customer Success Coordinator guides financial advisors through the website build process using a proprietary CMS and AI tools. They manage client communications, project pacing, and collaborate with creative teams to ensure polished, brand-accurate sites.

Manage a high-tier book of financial advisor clients by providing personalized digital marketing guidance and goal tracking. Execute multi-channel content calendars including emails, social media, and blogs within the FMG platform.

The RevOps Technical Specialist will manage and optimize internal business systems, with a primary focus on HubSpot automation and data integrity. They will collaborate with cross-functional teams to build custom solutions and maintain seamless system integrations.

The Business Development Representative will execute account-based prospecting strategies to penetrate target organizations and map complex buying committees. They will also partner with Enterprise Account Executives to convert engagement into qualified pipeline and revenue opportunities.

The Product Manager will own the product roadmap across Marketing, Contacts, and Testimonials, balancing near-term revenue needs with long-term product bets while managing and developing a team of Product Owners. Responsibilities also include partnering cross-functionally to scope work, managing dependencies, and interfacing with leadership on priorities and tradeoffs.

The Enterprise Account Executive is responsible for selling the full suite of SaaS marketing and communication solutions within the Financial Services channel, focusing on originating and closing strategic, multi-year agreements with mid-sized and large financial institutions. Key duties include new logo acquisition, owning the full sales lifecycle from prospecting to contract execution, and meeting annual recurring revenue targets.