Fintech: One of Tampa Bay’s Best Places to Work

We support everyone we touch with strength and fortitude, keeping our core values at the forefront of our decision making.

Life At Fintech

We are More Than a Workplace

At Fintech, we are passionate about providing the alcohol industry with the very best tools and services that make operating easier and more profitable – but we not only work hard, we play hard too. With a multitude of benefits and employee perks, it’s easy to see why Fintech is nominated for local and national awards each year.

Ready to start your career with the Fintech family?

TBBP 21
A True Commitment to our Clients and Fintechers

“It is an honor to work with such dedicated Fintechers whose passion for service and drive to reinvent how business is done in the alcohol industry is second to none – proving every day that our true competitive advantage is our people.” 
 

Tad Phelps, Chief Executive Officer

Benefits and Perks

Z

Company Paid Medical

Insurance for Employee and Dependent Children

Z

Employer Matched 401K

Up to 10% of Employee Salary

Z

100% Company Paid Dental

Insurance for Employee

Z

100% Company Paid Vision

Insurance for Employee

Company Paid Life Insurance

Company Paid Long and Short-Term Disability

Holiday Bonus

Incentive Compensation

Employee Recognition Program

Six Paid Holidays

18 Paid Vacation Days a Year

Business Casual Dress Code

Community Outreach Opportunities

Open Position

Find Your Opportunity with Fintech

View open positions and instructions on how to apply.

Client Support Specialist

Department: Client Services

Position Description: The Client Support Specialist position encompasses a unique combination of client support, problem-solving, financial operations support, technical assistance, and other functions key to our company’s philosophy of providing excellent client service. The Client Support Specialist serves as the primary client contact and proactively manages client relationships by ensuring clients understand and utilize the full array of products and services provided by Fintech.

Essential Functions: 

  • Ensure all client calls and email requests are responded to appropriately and on a timely basis
  • Timely processing of manual invoicing and bank account changes per department standards
  • Process all monetary and non-monetary returns submitted by our processing banks which include client communication, tracking, and follow-up.
  • Maintain knowledge of Fintech policies, products, services, and internal procedures
  • Educate clients on the Fintech website and processes
  • Formulate recommendations for system enhancements and process improvements to increase efficiencies with client support department and client end-user experience.
  • Assist with updating SOPs and creating training documentation for internal and external use
  • Keep management apprised of critical client situations
  • Promote positive interactions with all Fintech business units
  • Ensure positive client experience through high-quality service both written and verbal
  • Respond to and resolve complex issues through incident recognition, research, and resolution
  • Capture client information on inbound requests and ensure client issues are documented and escalated appropriately as the situation warrants

Qualifications:

  • Positive interpersonal skills
  • Excellent verbal and written communication skills
  • People-oriented and client-focused
  • Problem analysis and problem-solving
  • Solution knowledge
  • Strategic thinking
  • Detail-oriented
  • Exceptional organizational skills and the ability to prioritize assignments
  • Ability to produce results quickly
  • Motivated, independent, able to work under pressure and meet deadlines
  • Must be fluent Windows user with a basic understanding of database operation
  • Proficiency in several different software applications (i.e. Word, Excel, PowerPoint, Outlook)
  • Project Management and ACH processing a plus
  • Experience in helpdesk or ticketing system a plus
  • 1-3 years client service experience

How to apply:

Apply to this position.

Data Analytics Support Specialist

Department: Tech

Position Description: The Data Analytics Support Specialist’s primary responsibilities are to gather, maintain, and research data for the use of reviewing and preparing informationIn this role, the candidate will be responsible for acquiring, cleansing and matching the market data, with an understanding of data gathering to complete missing data pieces. The Data Analytics Support Specialist is expected to learn data idiosyncrasies and how to best utilize this information to complete missing data from lines of products, starting with UPC and product description, to color and bottle size. The Data Analytics Support Specialist is responsible for following standards for quality of data. Daily tasks will include understanding transaction data anomalies, product/store matching discrepancies and researching and understanding what pieces of information are needed to complete the data.

Essential Functions: 

  • Identify missing information from transaction data
  • Research internal databases for potential matches to complete the data
  • Research external sources for potential matches to complete the data
  • Process large volumes of data for extended periods
  • Perform quality control on data matching that was completed using automatic proprietary technology
  • Maintain match rates as necessary
  • Effectively communicate within department and cross-functionally, as appropriate
  • Draft, compile and merge written documentation as necessary
  • Participate in meetings and be dependable as a resource on assigned projects
  • Identify and elevate concerns to the manager
  • Provide manager with report(s) on status of program activity, closings, follow-up, and adherence to goals
  • Other responsibilities as assigned

Qualifications:

  • Degree in Finance or IT related services is preferred;
  • 2 – 3 years’ experience customer-centric business
  • Analytical mind
  • Excellent attention to detail
  • Must be able to multi-task, organize and be systematic and methodical
  • Must possess excellent problem-solving skills
  • Effective communication skills, written, verbal, and listening
  • Able to orchestrate and focus on large volumes of data
  • Knowledge and understanding of SQL preferred
  • Must be able to work independently and as an effective team member
  • Ability to prioritize to meet timelines
  • Proficient in various software applications (i.e., Word, Excel, Outlook, internet)
  • Mature and positive attitude
  • Flexible and responsible

How to apply:

Apply to this position.

Distributor Program Analyst

Department: Sales

Position Description: The Distributor Program Analyst partners with the Distributor Strategy Team to increase the percentage of Fintech retail customers with targeted distributors. The Distributor Program Analystalso partners with internal Fintech support teams to improve the standard operating procedures for submitting distributor customer lists. The Distributor Program Analyst must have alcohol distributor experience and an understanding of the alcohol 3-Tier system required.

Essential Functions: 

  • Support new distributor onboarding to maximize retailer relationships and secure customer list
  • Track and measure performance to determine successful distributor ROI
  • Educate distributors on Fintech ROI and basic benefits of Fintech
  • Assist in communicating and executing all support tools we will provide
  • Establish relationships with key decision-makers within each distributor
  • Understand specific operational opportunities within distributors
  • Support Distributor Account Managers’ with the development, execution and recap of distributor incentive programs
  • Work cross-functionally within the FT Support Teams team to leverage insights and target appropriate retailer accounts
  • Identify and report on key distributor initiatives including progress, results and recommended next steps
  • Contribute with the development of distributor programming and support material for efficient on-boarding of Fintech retailers
  • Customer List Analysis Tasks
  • Monitoring of all DEFT/AFS requests
  • Follow-up with distributors who we’ve sent requests out and provide results and gaps
  • Communicate all distributor results regularly with DAMs
  • Follow-up with customers who have been requested and not completed their enrollment
      • Analyze Non-FT tab for multi-locations and provide to SMB team

Qualifications:

  • Alcohol Distributor experience required
  • Understanding of the alcohol 3-Tier system required
  • Excellent time management skills and ability to multi-task and prioritize work
  • Attention to detail and problem-solving skills
  • Excellent written and verbal communication skills
  • Strong organizational and planning skills
  • Proficient in MS Office

How to apply:

Apply to this position.

Data Quality Assurance Analyst

Department: Data

Position Description: The Data Quality Assurance Analyst will perform, among other things: data monitoring, data analysis, and preparing data analysis reports to facilitate remediation. The Data QA Analyst should exhibit extensive knowledge of data analysis techniques paired with a working understanding of SQL. A top-notch data quality analyst will be someone whose data analysis expertise results in reliable information for our customers.

Essential Functions: 

  • Monitoring daily and monthly processes and evaluating any data discrepancies that may occur during the process execution
  • Identifying any data outliers and documenting data anomalies for further investigation
  • Performing tests on large datasets to determine data quality and integrity
  • Running data queries to identify data exceptions, as well as cleaning data.
  • Gathering data from primary or secondary data sources as required for client satisfaction
  • Adhering to best practices in data analysis and collection.
  • Documenting processes and maintaining data records.
  • Participating in analysis, interpretation, and translation of complex data, issues, trends, and relationships to ensure data integrity and validity
  • Ability to write basic SQL queries
  • Recording, interpreting, and reporting all test results
  • Thoroughly and accurately documenting identified data issues in a timely manner
  • Being a vocal proponent for quality in every data process
  • Working closely and effectively with colleagues within and outside the team to accomplish assigned tasks
  • Taking initiative to learn new things and grow rapidly from constant exposure to innovative ideas, concepts, and patterns as well as the ability to share those findings effectively
  • Other duties as assigned

Qualifications:

  • Bachelor’s degree preferred
  • 2+ years of experience in software quality and/or testing backend data.
  • 1+ years of SQL experience preferred
  • Alcohol industry experience is highly preferred
  • Ability to analyze data across factors and time periods and identify and report trends/patterns
  • Experience working closely with development and business teams to communicate problem impacts and to understand business requirements
  • Excellent written, verbal, presentation, and communication skills
  • Proactive work style and creative problem solver who can handle multiple projects, demonstrating a strong work ethic
  • Excellent attention to detail, quality, and follow-through; commitment to continuous improvement and the elimination of performance variability
  • Demonstrated ability to adapt to rapidly changing requirements with a flexible and creative approach to brainstorming, troubleshooting, and problem-solving

How to apply:

Apply to this position.

Integration Solutions Analyst

Department: IT

Position Description: The Integration Solution Analyst assists Fintech clients, partners, third parties, and internal team members with technical inquiries. They encompass a unique combination of client support, problem-solving, financial operations support, technical assistance, and other functions key to our company’s philosophy of providing excellent client service.

Essential Functions: 

  • Provides Level II support for all service offerings
  • Acts as a liaison between clients, the Implementation department and the IT department
  • Assist with internal client operational support – including, but not limited to application setup, application errors, data queries, and product training
  • Provide technical support and research to internal and external clients
  • Provide Level II support on file format issues, questions and modifications, end of day file questions, file mapping setups and file regeneration by client request
  • Perform new client initial technical contact calls to introduce data standards and file specifications (EDI, XML, proprietary formats), file transmission protocols (AS2, FTP, FTPs, sFTP, HTTPs) and testing procedures and timeframes
  • Directly assist external clients with technical inquiries and/or application errors that require additional research and development
  • Conduct pre and post-deployment QA testing
  • Communicate and document requested changes to development personnel
  • Research internal system errors and develop solutions for long-term correction
  • Assist with updating SOP’s and creating training documentation for internal and external use
  • Maintain knowledge of Fintech policies, products, services and internal procedures
  • Educate clients on Fintech website, processes, products and services
  • Formulate recommendations for systems enhancements and process improvements to increase efficiencies (with Client Services departments ) and improve  client end-user experience
  • Responsible for conducting audits and resolving client issues at point of contact
  • Keep Management apprised of critical customer situations
  • Conduct quality checks and report findings back to Management (with proposed recommendations)
  • Other duties as assigned including projects, reporting and assisting client services in overflow work

Qualifications:

  • Bachelor’s degree in MIS, computer science, engineering, related technical degree or commensurate experience is preferred, but not required
  • Verbal and written communication skills
  • Problem analysis and problem-solving
  • Solution knowledge
  • Strategic thinking, multi-tasking ability
  • Detail-oriented
  • Determining escalated issues action
  • Exceptional organizational skills and the ability to prioritize assignments
  • Ability to produce results quickly
  • Aptitude for technical support
  • Knowledge of computer networking and systems troubleshooting
  • Proficiency in a number of different software applications (i.e. Word, Excel, PowerPoint, Outlook)
  • Experience in helpdesk or ticketing system a plus
  • Experience with Oracle SQL/SQL Developer a plus

How to apply:

Apply to this position.

Lifecycle Marketing Specialist

Department: Data

Position Description: We’re looking for a Lifecycle Marketing Specialist to join the Product Growth team. You are a pro in HubSpot and geek out on marketing automation.

You’ll be responsible for defining the key touchpoints in the customer journey, and building, tracking, and improving campaigns that help customers reach landmarks along the way. Working closely with the product and customer success teams, you’ll craft messages that provide the right context, at the right time, to turn signups into customers and customers into advocates. You will first focus on supporting current customer retention and expansion, and in short-order work to drive self-serve adoption.

Your unique challenge will be crafting sequences that are tailored to different types of users and adapting the customer journey as we evolve our suite of products and services. You will need to deeply understand the needs and motivations of different stakeholders and work to create the right tone and messaging best suited to their unique positions.

This is a great role for a conversion-oriented marketer with hands-on experience crafting effective messaging, funnel optimization, deliverability, customer segmentation, reporting, analysis and testing strategies. The ideal candidate is also a compelling and engaging communicator, able to write copy that converts across every stage of the customer journey.

You Have:

  • Deep working knowledge of HubSpot automation tools
  • 3-5 years working in customer engagement marketing, customer lifecycle marketing, and/or email marketing roles
  • Experience with developing and managing personalized marketing campaigns and drip programs for a variety of segments
  • Experience working with data to generate actionable marketing insights
  • Excellent communication skills
  • An analytical mind, you love to iterate and optimize!
  • Project management chops

You Are:

  • Highly driven, self-motivated (this is a remote role with a lot of autonomy)
  • A proactive communicator
  • Collaborative
  • We are a growing company, and we are constantly adapting to provide the best offerings to the beverage industry that we serve
  • Fast learner
  • Curious and inquisitive
  • Fun! We are humans first and love the people we work with

Preferred:

  • Prior experience working in any of the following would be incredibly helpful: SaaS, data tech, the alcohol industry, or CPG
  • Prior B2B experience
  • Experience working with a CMS (we’re using HubSpot CMS)
  • Familiarity with design tools and layout and ability to execute for external facing collateral (email design, sales collateral)

How to apply:

Apply to this position.

Marketing Content Specialist

Department: Marketing

Position Description: The Marketing Content Specialist is responsible for the building and execution of the content strategy. Working directly with the Digital Marketing and Campaign Managers, this individual will create and collect content that supports increased website traffic, brand awareness, and lead generation for the company and defined business lines.

Essential Functions:

  • Execute blogs, client highlights, testimonials, press releases, case studies, white papers, and other assets that will increase company awareness, lead generation, and SEO
  • Build and implement a content strategy that will support marketing goals
  • Manage the blog, news, news feeds, and events on the website
  • Work with team on email and landing page editing
  • Complete submissions for four or more recognitions annually
  • Governance over content consistency of brand voice, style, and tone
  • Manage editorial calendars and execute on opportunities to contribute
  • Maintain an up-to-date industry media contact list
  • Newsletters – one per month – increase readership and website traffic
  • Build relationships with industry marketing partners and grow our reach through co-branded content creation
  • Written and video testimonial collection
  • Work with Digital and Social Media & Email Marketing Managers to track engagement and develop KPIs directly linked to the content strategy
  • Research content and consumer trends to ensure that content is relevant keeping up to date with content trends, consumer preferences, and advancements in technology
  • Other assigned responsibilities as needed

Qualifications:

  • Bachelor’s degree in literature, journalism, marketing, communications, or similar
  • A minimum of three years of experience in content creation, marketing, communications, or similar
  • A portfolio of published work
  • Familiarity with content management systems such as WordPress
  • Good knowledge of content and layout design tools such as Adobe and InDesign
  • Excellent computer skills with MS Office and Google Suite
  • Good knowledge of various content platforms such as social media, blogs, and print media
  • Strong understanding of content practices such as SEO, SMO, and PPC
  • Excellent written and verbal communication skills
  • The ability to keep abreast of content and consumer trends and advancements in technology
  • Familiarity with Yoast and Surfer SEO a plus
  • An understanding of CRM solutions such as Salesforce and HubSpot is a plus

    How to apply:

    Apply to this position.

    Power BI Developer

    Department: Data

    Position Description: The Power BI Developeris responsible for transforming data into insights that drive business value.  Using data visualization techniques, thePower BI Developershould be able to highlight trends and anomalies in data that identify internal and external business opportunities.  A successfulPower BI Developerwill be able to understand business challenges, translate them into technical requirements, leverage data analysis tools & techniques to develop business solutions, and clearly communicate results to internal and external stakeholders.

    Essential Functions: 

    • Translate business questions into specific data and reporting requirements
    • Develop and monitor dashboards that deliver actionable insights
    • Design and develop business analyses & reporting that answers key business questions
    • Analyze data to uncover key insights, create visualizations, craft a coherent story, and present findings
    • Identify and surface data gaps and partner on how those gaps can be closed

    Qualifications:

    • Bachelor’s degree in computer science, business analytics or related field or equivalent experience
    • Minimum of one (1) year of experience using Power BI, Microsoft Certified Data Analyst, or Exam-DA 100 certification
    • Experience developing data models and dashboards in Power BI utilizing DAX, Power Query, Pipelines, Paginated Reports, and/or DAX Studio
    • Strong Excel and PowerPoint skills preferred
    • Programming skills in SQL, Oracle, or Python preferred
    • Ability to work effectively with internal stakeholders to meet the data needs of the business; translating business needs into analytical requirements
    • Experience developing intuitive data visualizations, dashboards and reporting
    • Knowledge of analytics techniques with a genuine curiosity for uncovering shifts in performance
    • Ability to deliver results of analyses in a clear and effective manner to all levels of technical expertise
    • Excellent written, verbal, presentation and communication skills
    • Proactive work style and creative problem solver who can handle multiple projects, demonstrating a strong work ethic
    • Excellent attention to detail, quality, and follow-through; commitment to continuous improvement and the elimination of performance variability
    • Demonstrated ability to adapt to rapidly changing requirements with a flexible and creative approach to brainstorming, troubleshooting, and problem-solving

    How to apply:

    Apply to this position.

    SMB Sales Representative

    Department: Sales

    Position Description: The SMB Sales Representative’s primary responsibility is to sell Fintech’s subscription-based service that assists retailers in the payment of their beverage alcohol purchase and provides visibility to their purchasing analytics. Our solution helps retailers conform to state regulations for purchasing beverage alcohol and maximizes profitability for their beverage alcohol program.

    Essential Functions: 

    • Prospect and qualify sales leads for sales pursuit using typical research vehicles such as trade publications, industry websites, social media platforms, distributor websites, and third-party partner websites too
    • Deliver phone and WebEx sales demos to small business owners
    • Utilize a consultative approach to uncover our prospects business challenges and position Fintech value statements as a means to mitigate those business challenges
    • Participate in sales-led marketing programs that promote clients interest
    • Develop relationships and maintain frequent communications with assigned distributors and strategic partners to increase lead referrals
    • Close deals
    • Prepare, collect and process sales service agreements for new clients
    • Participate in a weekly team sales cadence and sales performance reporting

    Qualifications:

    • Minimum two years inside or outside sales required
    • Self-starter and tenacious new business hunter
    • Goal-driven
    • Strong desire to compete in a professional manner and excel in sales peer group
    • People-oriented and client-focused
    • Ability to interact and communicate with internal team in a professional manner
    • Ability to interact with customers in a professional and friendly manner
    • Excellent phone manners are essential
    • Excellent communication skills (verbal and written)
    • Detail-oriented organizational skills
    • Ability to prioritize in order to meet timelines
    • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
    • Experience with a customer relationship management (CRM) software application (SalesForce.com preferred, but not required)
    • Phone training and/or online presentation experience a plus
    • Ability to work independently as well as part of a team

    How to apply:

    Apply to this position.

    Technical Project Manager

    Department: Data

    Position Description: The Technical Project Manager role is focused on onboarding clients on Fintech’s InfoSource product offerings and services. This role serves as the client resource for client onboarding projects, supporting onboarded clients, and the internal operations/development liaison.  A successful Technical Project Manager will excel at understanding client project success metrics and ensure project delivery schedules meet/exceed those metrics while coordinating internal resources for successful delivery and support.

    Essential Functions:

    • Lead delivery of implementation and customization services for customer projects
    • Execute a customer onboarding and implementation strategy that exceeds industry expectations
    • Serve as the main point of contact for clients in the implementation phase of any InfoSource product or data service
    • Join prospective client sales calls to serve as product expert and guide project delivery conversations
    • Manage project team performance to ensure timeliness, accuracy, compliance, and quality as it relates to customer implementations
    • Coordinate internal resource efforts and understand backlogs to communicate proper timelines to client contact(s)
    • Develop project delivery backlog documents and progress updates for leadership communication
    • Establish subject matter expertise in the implementation
    • Serve as an escalation point both internally and externally
    • Other tasks and projects as assigned by management

    Qualifications:

    • Bachelor’s degree or consummate experience required
    • 4+ years’ experience in Project Manager role preferred
    • Beverage Alcohol Industry experience preferred
    • Skilled in Microsoft Excel and PowerPoint
    • Experience with stakeholder management
    • Aptitude for problem analysis and problem-solving
    • Excellent written, verbal, presentation, and communication skills
    • Proactive work style and creative problem solver who can handle multiple projects, demonstrating a strong work ethic
    • Excellent attention to detail, quality, and follow-through; commitment to continuous improvement and the elimination of performance variability
    • Demonstrated ability to adapt to rapidly changing requirements with a flexible and creative approach to brainstorming, troubleshooting, and problem-solving

    How to apply:

    Apply to this position.

    Visual Designer

    Department: Data

    Position Description: The Visual Designer is responsible for enhancing visual aesthetics and user experience for multiple business intelligence deliverables. The core responsibility for this role includes brainstorming creative ideas with project teams, developing visual concepts for approval, collaborating with business partners to successfully integrate the design concepts into the final deliverables, and developing similar design prototypes for our other branded products. The position requires solid visual design and troubleshooting skills, as well as an eye for detail.

    Essential Functions:

    • Take direction from clients and project managers to translate business strategies into impactful, creative visual solutions and work side-by-side with a diverse team of BI developers and data engineers to iterate and implement designs
    • Ability to effectively present creative data design ideas and recommendations to stakeholders and influence product design strategy
    • Ability to design across multiple platforms
    • Establish guideline/playbook/template to uniformly integrate visual design best practices for various BI deliverables, including dashboards, PowerPoint Decks, etc.
    • Discriminating eye for color aesthetics with a critical eye for pixel perfection
    • Provide rapid prototyping support of product development and client presentations
    • Develop client branding and implement consistency via style guides and product templates
    • Design logos, icons, and infographics

    Qualifications:

    • Bachelor’s degree in graphic design, visual art, or related field. A Master’s degree is a plus
    • 3+ years experience applying user experience design principles to data and information
    • 1+ year Power BI Experience
    • Proven ability to design/develop industry-leading and intuitive data visualizations
    • Experience with D3.js/ Adobe Creative Suite / Photoshop and Illustrator is a plus
    • Understand data visualization techniques and libraries and their applicability to business problems
    • Experience working with end-users to create mockups and design documents
    • The ability to effectively take direction and work both collaboratively and autonomously
    • Excellent visual, written, and verbal communication skills, along with presentation and negotiation skills
    • Proactive work style and creative problem solver who can handle multiple projects, demonstrating a strong work ethic
    • Excellent attention to detail, quality, and follow-through; commitment to continuous improvement and the elimination of performance variability
    • Knowledge of programming languages such as HTML and JavaScript is a plus

    How to apply:

    Apply to this position.