Account Manager II, Client Success (CSM) (Fintech)

Location: Required hybrid schedule in Milwaukee or New York, United States

Company

hirify.global develops technology and services for the financial technology industry.

What you will do

• Drive client satisfaction, engagement, product adoption, and measurable business outcomes.
• Build trusted client relationships and create joint success plans with milestones and measurable KPIs.
• Analyze client health and product usage data to mitigate risk, improve adoption, reduce churn, and deliver business value.
• Collaborate with product, sales, support, renewals, and professional services teams to deliver tailored solutions.
• Provide client insights, expansion recommendations, and product feedback to internal stakeholders.
• Participate in renewal processes and communicate the value of continued engagement to clients.

Requirements

• At least 5 years of experience in client success, relationship management, account management, or similar roles in financial technology.
• Bachelor’s degree and relevant experience in financial technology services.
• Knowledge of financial technology products, market trends, challenges, and opportunities.
• Strong analytical skills, including experience with Tableau or similar software.
• Strong written, verbal, communication, presentation, and customer engagement skills.
• Ability to lead and collaborate with sales, renewals, and technical teams.

Culture & Benefits

• Internal career growth opportunities.
• Opportunities to innovate in fintech.
• Inclusive and diverse team atmosphere.
• Professional and personal development resources.
• Resources to contribute to the community.