Client Success Manager - Associate (Fintech)

Location: Salt Lake City, Utah, United States. Office work is required Monday–Thursday, with remote work available on Friday.

Base salary: $70,000–$85,000 per year, plus equity and an annual performance bonus.

Company

hirify.global provides a platform supporting clients, investors, lawyers, and fund administrators through investment and onboarding workflows.

What you will do

• Own client relationships from sales hand-off through go-live and ongoing engagement.
• Coordinate onboarding engagements for clients, investors, lawyers, and fund administrators.
• Identify onboarding risks, gaps, and delays and drive proactive resolution.
• Translate complex legal and operational requirements into clear workflows for the Onboarding team.
• Manage timelines, expectations, and communication across internal teams and external stakeholders.
• Advise clients on platform capabilities, best practices, and process improvements.

Requirements

• 2–5 years of experience in client success, client relationship management, and ownership of a book of business.
• Basic understanding of fund formation processes.
• Familiarity with APIs and SFTP workflows.
• Strong attention to detail when managing VIP and Enterprise clients.
• Ability to communicate with senior executives, including C-suite leaders and partners, and navigate ambiguity in a rapidly evolving environment.
• Comfort using AI tools effectively in a professional setting.

Culture & Benefits

• Highly collaborative work with cross-functional partners focused on operational excellence and innovation.
• Employer-matched retirement plan.
• Subsidized healthcare, with employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave and unlimited paid time off.
• Equity for full-time employees and an annual performance bonus.