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.
FMG Suite
9 Remote Job Openings at FMG Suite
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 role manages defensive infrastructure including endpoint protection, zero trust networking, and attack surface management. Responsibilities include monitoring security alerts, coordinating penetration testing, and overseeing SOC 2 controls.
Design and configure websites for clients using the Forge platform, WordPress, and WPBakery to reflect their business personality. Collaborate with the Onboarding and Client Experience teams to implement updates based on client feedback and internal goals.
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 Enterprise Customer Success Manager (ECSM) manages high-value accounts to drive product adoption, retention, and revenue expansion. They serve as the primary contact for clients, conducting Quarterly Business Reviews and ensuring ROI.
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.