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4 дня назад

Client Success Manager (Fintech)

Формат работы
remote (Global)
Тип работы
fulltime
Грейд
middle
Английский
b2
Вакансия из списка Hirify.GlobalВакансия из Hirify RU Global, списка компаний с восточно-европейскими корнями
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Описание вакансии

Текст:
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TL;DR
Client Success Manager (Fintech): Managing strategic B2B client accounts for a SaaS and human-in-the-loop platform with an accent on relationship ownership, proactive account planning, and cross-functional coordination. Focus on monitoring compliance and operational milestones, reducing client effort, identifying risks and expansion opportunities, and improving retention and client experience.

Location: Remote

Company

hirify.global is an international fintech startup combining SaaS with human-in-the-loop services to provide real-time accounting, bookkeeping, and business administration support.

What you will do

  • Manage a portfolio of strategic B2B clients with complex business structures throughout the client lifecycle.
  • Build long-term relationships with decision-makers and serve as the primary contact for commercial and operational matters.
  • Conduct regular account reviews and Quarterly Business Reviews, prepare account plans, and monitor renewals, statutory deadlines, and business milestones.
  • Coordinate Accounting, Corporate Secretarial, Tax, Payroll, KYC, Client Support, Product, Operations, and Sales stakeholders.
  • Identify risks, opportunities, expansion potential, and renewal opportunities while supporting long-term retention.
  • Improve client experience through proactive recommendations, accurate communication, feedback collection, and clear account documentation.

Requirements

  • At least 3 years of experience in Key Account Management, Customer Success, Relationship Management, or Client Success.
  • Experience managing high-value B2B clients and complex stakeholder relationships.
  • Experience coordinating multiple internal teams and driving follow-ups to completion.
  • Ability to manage client communications, account documentation, risks, milestones, and operational deliverables.
  • Success is measured through CSAT, IQS, NPS, renewal rate, upsells, account health, proactive engagement, and documentation quality.

Nice to have

  • Experience in a Corporate Service Provider, accounting, corporate secretarial, tax, or professional services environment.
  • Experience supporting SMEs or founder-led businesses.

Culture & Benefits

  • Remote working arrangement with an agile model focused on goals and performance.
  • Multicultural environment with colleagues across worldwide offices.
  • Learning opportunities and mentorship from peers and leaders.
  • Office laptop provided.

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