Broker Success Manager (HCM)

Location: USA

Company

hirify.global provides Human Capital Management technology through direct and partner-network delivery, supporting employee experience for more than five million employees and 145,000 employers.

What you will do

• Own a portfolio of insurance and benefits broker relationships as the primary contact for engagement, escalations, and growth.
• Identify at-risk relationships, diagnose root causes, and execute retention and recovery plans.
• Develop broker success plans aligned with client portfolios, growth goals, and competitive positioning.
• Partner with Sales to generate qualified pipeline and track broker-sourced referrals and opportunities.
• Drive adoption of HCM platform features by educating brokers and connecting capabilities to business outcomes.
• Lead business reviews and collaborate with Product, Support, Implementation, and Sales on escalations and improvements.

Requirements

• 3–5 years of experience in customer success, account management, broker relations, or a related client-facing role.
• Proven experience owning and retaining a portfolio of external relationships.
• Experience with insurance brokers, benefits brokers, or HR intermediaries is strongly preferred.
• Familiarity with HCM, benefits administration, or payroll platforms.
• Strong written and verbal communication skills, including presentations to broker principals and small groups.
• Proficiency with CRM platforms such as Salesforce and comfort using data to manage a book of business.

Culture & Benefits

• People-first focus on improving employee experience and organizational performance.
• Open-minded, merit-based workplace and equal-opportunity employment practices.
• Reasonable accommodations are available for candidates with disabilities.