The Life-Long Customer
Duration:17 mins
The Life-Long Customer

Navigating FinTech and Founding Success with Kristian Marquez, President & CEO at FinStrat Management, Inc.

In this episode of the LifeLong Customer podcast, our host Brad Hammond engages in a thought-provoking conversation with Kristian Marquez, the President & CEO at FinStrat Management, Inc. Kristian shares his remarkable journey from a career in the military to becoming a successful CEO and founder in the world of FinTech.

With a strong background in finance and a Chartered Financial Analyst (CFA) charterholder, Kristian started his career in accounting and finance. He then ventured into healthcare IT, seizing a market opportunity and helping grow a business from zero to $80 million in annual recurring revenue (ARR). Afterward, he co-founded a telemedicine startup, raising $2.5 million in pre-revenue funding, and learned valuable lessons from its challenges.

Eventually, Kristian founded FinStrat Management, a distributed team of accounting and finance professionals that primarily serves early-stage venture-backed companies in the B2B SaaS space. He discusses the importance of adding value to customers, understanding market dynamics, and maintaining healthy margins in business.

The conversation delves into marketing and positioning strategies, emphasizing the value of solving real problems for customers. Kristian also shares insights on founder-led sales and the stages of hiring sales professionals.

As the episode concludes, Kristian offers a powerful message of optimism, encouraging listeners to maintain a positive outlook, create a better future, and keep pushing forward.

Tune in to gain valuable insights from Kristian Marquez’s journey, and learn how to navigate the world of FinTech and entrepreneurship while focusing on delivering real value to customers.