Staff, Technical Account Manager: IDX Customer Success (Fintech)

Location: Mountain View, California, United States

Base pay: $168,000–$227,000 per year, plus potential bonus, equity rewards, and benefits.

Company

hirify.global is a financial technology platform behind products including TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Serve as the primary technical contact for assigned fintech partners and build strong partner relationships.
• Understand partner business objectives and technical environments to position and support data connectivity solutions.
• Provide proactive technical guidance and manage partner API issues with engineering and support teams.
• Conduct partner reviews covering KPIs, year-over-year performance, improvement opportunities, and new capabilities.
• Facilitate product capability reviews and help partners scope adoption of updates in future roadmaps.
• Represent partner feedback internally and contribute to technical documentation, best practices, and knowledge base content.

Requirements

• Bachelor’s degree in Computer Science, Information Technology, Finance, or a related technical field.
• 8+ years of experience in technical account management, sales engineering, or a similar partner-facing technical role in fintech.
• Strong understanding of financial technologies, including payment systems, banking platforms, and trading systems.
• Ability to explain APIs, system integrations, network security, authentication, authorization, and consent flows.
• Experience with Tableau, Splunk, SQL querying, and CRM software such as Salesforce.
• Excellent communication, presentation, analytical, organizational, and stakeholder-management skills.

Nice to have

• Master’s degree or ITIL certification.
• Fluency in RESTful APIs, OAuth, and OIDC.
• Experience with agile methodologies and software development lifecycles.
• Knowledge of OFX, FDX, Open Banking, PSD2/3, or other global financial services data standards.

Culture & Benefits

• Work with a distributed team across product, engineering, support, and fintech partner organizations.
• Potential travel to partner sites and conferences as required.
• Competitive compensation with performance-based rewards.
• Potential eligibility for cash bonus, equity rewards, and employee benefits.

Hiring process

• Reports to the IDX Leader of Customer Experience Operations.