Partner Success Associate (Fintech)

Location: Hybrid, based in either the New York City or Scottsdale office, United States

Salary: $55,000–$70,000 base per year, plus eligibility for the Company Bonus Pool and new-hire equity.

Company

hirify.global is a financial technology company providing a savings platform for retirement, education, and healthcare needs.

What you will do

• Support Partner Success Managers and partner relationships, identifying opportunities to create value and drive repeat business.
• Manage a small book of business and handle administrative requests from partners.
• Support KPIs related to repeat business, NPS, and churn.
• Schedule and prepare partner business reviews, including plan status updates and health checks.
• Support education meetings for retirement plan participants.
• Maintain team knowledge resources, update CRM records, answer inbound calls, and coordinate follow-up with internal teams.

Requirements

• 1–3 years of experience in a client-facing role.
• Strong commitment to delivering superior service and excellent attention to detail and accuracy.
• Effective collaboration, problem-solving, prioritization, and communication skills.
• Proficiency with Excel or Google Sheets, Word or Google Docs, Adobe Acrobat, and network directories.
• Ability to work in a fast-paced environment with a positive and proactive approach.

Nice to have

• Knowledge of retirement plans and financial products.
• ASPPA certifications or credentials.
• Spanish-speaking ability.

Culture & Benefits

• Hybrid work model with access to collaborative offices.
• Comprehensive health benefits and generous time off.
• Dedicated Employee Wellbeing Committee.
• Competitive 401(k) plan.
• Bonus pool and potential new-hire equity.

Hiring process

• 1–2 introductory conversations about experience, interests, and expectations.
• A role-dependent skills or experience assessment followed by a virtual or in-person interview panel.
• Reference checks with a current or former manager and a peer before an offer.