Account Manager (SMB)

Location: Hybrid in Denver; report to the Denver office at least 3 days per week, with 4 days per week required during the first 60 days. Travel is expected 4 times per year for customer visits or conferences.

Salary: $60,000–$70,000 base salary annually, plus $30,000 variable compensation and uncapped upsell commission; total compensation may exceed $100,000.

Company

hirify.global provides an AI assistant for financial advisors, helping more than 5,000 firms automate operational work and grow their businesses.

What you will do

• Own the full post-sale lifecycle for a portfolio of SMB customers, from contract signature through renewal.
• Lead structured onboarding during the first 60 days and drive activation, product adoption, and fast time-to-value.
• Monitor account health, engagement signals, usage, integrations, and workflow setup to identify risks early.
• Manage churn prevention, customer value reviews, renewal forecasting, negotiations, and renewal execution.
• Partner with Sales, Product, RevOps, Support, and Engineering on handoffs, feedback, escalations, reporting, and adoption blockers.
• Maintain accurate Salesforce records and improve onboarding, renewal, health-scoring, and communication playbooks.

Requirements

• 2–3 years of experience in Sales Development, Business Development, Account Management, Customer Success, or Onboarding.
• Strong communication skills and confidence leading customer-facing calls.
• Ability to collaborate across Sales, Product, Engineering, Support, and RevOps.
• Technical curiosity and willingness to learn product workflows and integrations.
• Strong organization, operational discipline, attention to detail, and ability to manage multiple accounts.
• Ability to work from the Denver office at least 3 days per week; the first 60 days require 4 days per week onsite.

Nice to have

• Experience in wealth-tech, fintech, or regulated SaaS.
• Experience driving time-to-value, renewals, onboarding, or implementations involving integrations and configuration.
• Familiarity with Salesforce, SalesLoft, health scoring, renewal processes, and churn-prevention frameworks.

Culture & Benefits

• Medical premiums fully covered for employees, with dental and vision coverage.
• Unlimited PTO, paid sick time, and 11 paid holidays.
• Paid parental leave, including 12 weeks for birthing parents and 6 weeks for non-birthing parents.
• 401(k) with pre-tax and Roth options, equity grant, and growth opportunities after 6 months.
• MacBook, Google Workspace, Slack, and Zoom provided.
• Collaborative, low-ego working environment with smart and supportive colleagues.

Hiring process

• 30-minute recruiter screen.
• Up to three 30–45-minute video or onsite interviews.
• Offer pending background and reference checks.