Client Success Manager (Fintech)

Location: New York, NY, United States. Candidates must be legally authorized to work in the United States for any employer without current or future visa sponsorship and must be able to start work in the U.S. on the first day.

Base salary: $109,000–$163,000 USD annually, plus bonus, equity, and benefits.

Company

hirify.global is a global data and AI platform that helps investment professionals manage complex financial, portfolio, market, and client information.

What you will do

• Manage the complete post-sales lifecycle for strategic investment and wealth management clients.
• Drive implementation, optimization, adoption, growth, retention, and renewal outcomes.
• Partner with Account Executives to deliver quarterly business reviews and align on priorities, product usage, and roadmap opportunities.
• Represent client needs to Product Management, Product Marketing, Support, Renewals, Services, Finance, and other teams.
• Diagnose client operations and recommend solutions and services that increase platform value.
• Collaborate with senior leaders and cross-functional teams to achieve go-to-market objectives and improve client success.

Requirements

• 8+ years of experience in a client-facing role, or 5 years plus an MBA.
• In-depth knowledge of strategic clients in single-family offices, multi-family offices, or wealth management firms.
• Strong problem-solving, communication, organization, leadership, and time-management skills.
• Data- and metrics-driven approach with flexibility, adaptability, assertiveness, and a strong sense of urgency.
• Successful experience collaborating with sales, marketing, R&D, Finance, Legal, and other cross-functional teams.
• Minimum bachelor’s degree or equivalent experience.

Culture & Benefits

• Values ownership, collaboration, client advocacy, innovation, and continuous learning.
• Compensation includes base salary, bonus, equity, and benefits.
• Equal opportunity employer committed to inclusion and belonging.
• Reasonable accommodations are available for candidates with disabilities during hiring and employment.

Hiring process

• Formal interview process required before any offer is made.