Client Success Manager I (Insurance Payments)

Location: US Remote; travel up to 10% to customer locations, conferences, or company events

Salary: $75,000–$85,000 USD per year

Company

hirify.global provides an insurance payments network that integrates digital communications, inbound premium payments, and outbound claim disbursements for insurance carriers.

What you will do

• Manage a portfolio of assigned client accounts and build relationships with operational sponsors and stakeholders.
• Learn client products, use cases, configurations, and workflows to support operational success.
• Monitor client health through reporting, dashboards, and engagement data; identify risks and help prevent escalations.
• Host Customer Experience Reviews covering operational experience, support trends, communications, priorities, and action items.
• Coordinate with Support, Product, Payment Operations, Risk, and Engineering to resolve client concerns.
• Maintain accurate Salesforce records, oversee cases, document remediation activities, and communicate recurring improvement opportunities.

Requirements

• 1–3 years of relevant experience and experience managing a portfolio of 20 or more client accounts.
• Strong relationship management, communication, presentation, prioritization, and client-facing skills.
• Ability to understand business requirements and collaborate with functional and technical teams.
• Working knowledge of SaaS support lifecycles or integrated solutions, plus cloud-based case management and ticketing systems such as Salesforce and Jira.
• Ability to analyze reports and client data using Microsoft Office, including Excel, PowerPoint, and Outlook.
• Employment is contingent on successful background screening; occasional evening or weekend work may be required.

Nice to have

• Knowledge or experience in the insurance industry and/or payment processing.
• Bachelor’s degree or higher.

Culture & Benefits

• Remote work in the United States with up to 10% travel.
• Medical, dental, and vision insurance.
• 401(k) plan and work-life balance initiatives.
• Career advancement opportunities and internal growth programs.
• Use of AI-assisted tools and automation to improve productivity while maintaining accuracy and sound judgment.