Account Manager Lead, Client Success (CSM) (Fintech)

Location: Milwaukee, Wisconsin, United States

Company

hirify.global provides fintech solutions across financial markets and supports clients in realizing business value from its products.

What you will do

• Serve as a subject matter expert and strategic partner for clients, leading conversations with senior stakeholders.
• Build client relationships, joint success plans, milestones, and measurable KPIs to support product adoption.
• Analyze client health and product usage data to improve adoption, mitigate risk, reduce churn, and demonstrate business value.
• Collaborate with product, sales, support, renewals, and professional services teams to deliver tailored client outcomes.
• Identify expansion opportunities, communicate customer insights to sellers, and influence product roadmaps through client feedback.
• Participate in renewals and articulate the value of continued product usage.

Requirements

• 5–7 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 ability to communicate business value in writing and verbally to diverse stakeholders.
• Strong analytical skills, including experience with Tableau or similar software and converting data into insights.
• Strong communication, presentation, leadership, and cross-functional collaboration skills.

Culture & Benefits

• Collaborative work environment.
• Ongoing learning and development opportunities.
• Competitive salary and benefits.
• Opportunities to contribute to the future of fintech and give back.