Account Manager Lead, Client Success (Fintech)

Location: Milwaukee, Wisconsin, United States

Company

hirify.global provides fintech solutions across financial markets and supports clients through a global financial technology platform.

What you will do

• Serve as the primary point of contact and operational excellence lead for high-value strategic clients.
• Build client relationships, understand business objectives, and develop joint success plans with measurable milestones and KPIs.
• Analyze client health and product usage data to improve adoption, deliver value, and reduce churn risk.
• Coordinate Sales, Renewals, Product Management, Professional Services, and technical teams during client engagements.
• Advise clients strategically, communicate expansion recommendations, influence product roadmaps, and support renewals.

Requirements

• 7–10 years of experience in Client Success, Client Service or Support, Account Management, or similar roles.
• Bachelor’s degree and previous experience in financial technology services.
• Knowledge of the financial technology industry, products, market trends, challenges, and opportunities.
• Strong analytical skills, including experience with Tableau or similar software.
• Strong written, verbal, communication, presentation, leadership, and cross-functional collaboration skills.

Culture & Benefits

• Collaborative and inclusive work environment.
• Always-on learning and development.
• Competitive salary and benefits.
• Opportunities to contribute to the future of fintech and give back.