Customer Success Manager (AI/SaaS)

Location: Hybrid in San Francisco or New York, with an in-office-first schedule

Estimated base salary: $145K–$170K annually, plus equity.

Company

hirify.global is building a financial data platform that preserves business context for accounting teams, supports traceable reporting, and enables AI agents to work with financial data.

What you will do

• Own a book of customers and accountability for gross retention, adoption, customer health, and outcomes.
• Run AI-leveraged account cadences, including QBRs, meeting preparation, follow-ups, and executive conversations.
• Build multi-threaded relationships with finance stakeholders, develop champions, and create referenceable customers and case studies.
• Detect account risk early, build warning signals, and execute save plays with internal resources.
• Help controllers adopt AI-first close processes and connect AI agents to their financial data in hirify.global.
• Surface expansion opportunities to Sales and provide specific product feedback while communicating the roadmap to customers.

Requirements

• 5+ years of accounting experience, including deep knowledge of monthly close, reconciliations, and financial reporting.
• Experience being measured on customer outcomes such as retention, adoption, or time-to-value.
• Strong customer relationship, executive communication, problem-solving, and account-management skills.
• Ability to use AI tools in daily workflows and build systems that reduce repetitive work.
• Ability to work in a hybrid, in-office-first setup in San Francisco or New York.

Nice to have

• CPA certification.
• Customer success or account management experience at a B2B SaaS company selling to finance buyers.
• Hands-on NetSuite experience or expertise with another major ERP.
• Experience with multi-entity or multi-currency accounting.
• Experience running QBRs, save plays, or structured account cadences.

Culture & Benefits

• AI-forward post-sales team that builds internal AI agents and tooling.
• High-trust environment with large mandates and ownership of customer outcomes.
• Work with accounting and finance professionals from firms and companies including EY, PwC, KPMG, Deloitte, Brex, Meta, and WHOOP.
• Hybrid work with flexibility to manage the schedule within an in-office-first model.
• Equity included in the compensation package.