Shelby Canto
Customer Success Manager @ dakota
- Role
- Customer Success Manager at dakota
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Shelby Canto
With over five years of work experience in the commercial real estate and private wealth sectors, I am a passionate and driven Business Development Associate at FINTRX, the preeminent resource for private wealth data and research. My core competencies include new business development, communication, interpersonal skills, and data analysis. I am motivated by the mission of FINTRX to help clients access and leverage the global Family Office and Registered Investment Advisor ecosystem, and I bring diverse perspectives and experiences to the team as a bilingual English and Spanish speaker.In my current role, I am responsible for generating qualified leads, conducting outreach campaigns, scheduling and conducting product demos, and closing sales. I also collaborate with the marketing team to create and distribute engaging content on social media platforms, such as LinkedIn, Twitter, and Instagram. Since joining FINTRX in April 2022, I have contributed to increasing the number of customers by 30%, securing multiple large contracts with top tier hedge funds, private equity and venture capital firms, and institutional investors, and supporting the successful Series A round of funding, raising $9M. I use my communication and interpersonal skills to build and maintain strong relationships with prospects and customers, and to communicate the value proposition and benefits of FINTRX\'s platform.
Experience
Customer Success Manager
Aug 2024 — Present · Boston, MA, US
Education
Messiah University
Bachelor of Arts (B.A.), Human Development and Family Science, Minor in Pre-Counseling and Therapy
2013 — 2017
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