Customer Success Lead (AI/Tax)

Location: Hybrid; must be based in San Francisco or Salt Lake City, United States

Salary: $180,000–$225,000 in the San Francisco Bay Area or $165,000–$200,000 in Salt Lake City, plus equity.

Company

hirify.global is building an AI-native tax solution that combines AI agents, human expertise, and global compliance for more than 3,500 businesses.

What you will do

• Build and operationalize the Customer Success function, including segmentation, engagement models, health scoring, renewal workflows, and success playbooks.
• Hire, onboard, coach, and develop CSMs while creating enablement programs, operating rituals, and reporting.
• Own strategic customer relationships and help customers realize measurable value from hirify.global’s platform and services.
• Drive retention, customer health, satisfaction, expansion, NRR, CSQLs, and customer ROI.
• Create scalable workflows, reporting, metrics, and automation for enterprise and mid-market customers.
• Represent customer needs across Product, Engineering, Tax Operations, and GTM, while applying AI and automation to improve onboarding, support, and renewals.

Requirements

• Experience building or scaling Customer Success, Account Management, or Post-Sales functions in high-growth startup environments.
• Experience hiring, managing, and coaching customer-facing teams.
• Demonstrated success improving adoption, retention, satisfaction, and account growth.
• Ability to combine strategic planning with hands-on operational execution and direct customer engagement.
• Experience implementing scalable workflows, CS metrics, and automation; interest in using AI to improve efficiency.
• Strong communication skills with customer executives and technical and operational teams.

Nice to have

• Experience in fintech, SaaS, financial infrastructure, tax, compliance, or finance workflows.
• Experience in Series A–C+ startup environments.
• Exposure to both high-touch enterprise and scaled mid-market customer motions.

Culture & Benefits

• Hybrid work with regular team offsites and company events.
• Competitive salary and equity participation.
• Full medical, dental, and vision coverage.
• Wellness benefits including Headspace and the Peloton One App.
• 401(k), office lunch, and snacks.
• Ownership-oriented culture where contributions have visible impact.