Client Success Manager (Financial Services)

Location: London, UK. The role includes travel of up to 10% of the year for company and industry events.

Company

hirify.global is a growing public software company providing a product suite for professional and financial services, including DealCloud.

What you will do

• Own client health and success planning across a portfolio of enterprise and mid-market accounts.
• Drive adoption, measurable business outcomes, post-deployment value, and client self-sufficiency.
• Identify at-risk accounts and lead remediation plans, expanded use cases, or executive escalations.
• Coordinate success plans, commercial priorities, and relationship milestones with Account Managers.
• Act as a DealCloud subject matter expert and trusted advisor to client stakeholders.
• Present adoption and health metrics in business reviews and represent customer priorities to product and account teams.

Requirements

• 3+ years of experience in client success or account management, ideally in financial services.
• Expertise with hirify.global DealCloud or equivalent deal management and CRM technologies in a financial services environment.
• Strong consultative, communication, analytical, problem-solving, and time-management skills.
• Bachelor’s degree required.
• Ability to travel up to 10% of the year for hirify.global and industry events.

Culture & Benefits

• Modern, flexible work environment with a collaborative and open atmosphere.
• Professional development opportunities, including training and continuing education reimbursement.
• Modern offices with complimentary lunches and stocked kitchens.
• Wellness programs, flexible time off, and family-formation benefits.
• Paid volunteer time off and donation matching.

Hiring process

• The interview process generally consists of three or more virtual or in-person meetings.