Senior Manager, Relationship Management (Fintech)

Location: Remote in the United States

Salary: $125,000–$145,000 annual base salary, plus a 10% discretionary variable incentive paid quarterly.

Company

hirify.global is a high-growth fintech company making retirement savings plans more affordable and accessible for small and medium-sized businesses.

What you will do

• Lead, coach, mentor, and performance-manage a team of Client Relationship Management managers.
• Execute account management strategies to improve client retention, expansion revenue, and satisfaction.
• Monitor KPIs, conduct one-on-ones and performance reviews, and support team capacity planning.
• Own key enterprise relationships and serve as an escalation point for complex client issues.
• Collaborate with Sales, Onboarding, Product, Engineering, Operations, and Support to resolve client needs.
• Implement tools, processes, documentation, training materials, and scalable account management methodologies.

Requirements

• 6+ years of experience in account management, 401(k) relationship management, customer success, or client-facing roles.
• 5+ years of people management experience developing high-performing teams.
• Experience driving client retention and satisfaction in a SaaS or technology environment.
• Strong analytical, root-cause problem-solving, communication, negotiation, coaching, and mentorship skills.
• Experience using CRM or customer success platforms such as Salesforce, Gainsight, or HubSpot.
• Ability to work remotely from the United States.

Nice to have

• Experience in financial services, fintech, benefits administration, or 401(k) account management.
• Experience managing enterprise-level client relationships.
• Experience with workforce management, capacity planning, or AI tools for customer success platforms.

Culture & Benefits

• Customer-focused, autonomous, accountable, and long-term-oriented working environment.
• Company 401(k) plan with a dollar-for-dollar employer match up to 4% and no plan fees.
• Health, dental, vision, mental health, fertility, family-forming, and financial wellness benefits.
• Competitive time off, parental leave, monthly work-from-home stipend, and quarterly lifestyle stipend.
• Virtual social events and team offsites.