Customer Success Manager (Financial Software)

Location: Chicago, New York, San Francisco, or Boston areas; hybrid work with four days in-office each week in most locations and occasional client-facing travel within an assigned territory.

Total cash compensation: $72,025.00–$110,425.00 annually, inclusive of annual base salary and target incentive.

Company

hirify.global develops data-driven investment research, financial software, and institutional products for investment and wealth management clients.

What you will do

• Educate institutional investment software clients about hirify.global Direct data, functionality, features, and relevant industry trends.
• Identify opportunities within existing accounts, participate in account reviews, and deliver initial product demonstrations.
• Collaborate with Sales on account strategies, identify new user groups and business opportunities, and support revenue goals.
• Convert product trials into subscriptions, promote product usage, improve client retention, and help clients integrate products into their workflows.
• Provide product expertise and consultative account management while sharing client feedback with product managers and developers.
• Coordinate with data operations, product management, and internal service consultants to resolve client issues; contribute to market research, marketing, promotional events, and other projects.

Requirements

• Minimum three years of customer service, training, or sales experience.
• Bachelor’s degree or equivalent.
• Strong customer service focus, attention to detail, and ability to work effectively in a fast-paced environment.
• Proactive, strategic, and creative approach with collaborative problem-solving and project management skills.
• Quantitative aptitude and demonstrated ability to build long-term client relationships.
• Excellent communication and interpersonal skills, including the ability to present to clients with sophisticated investment knowledge and business experience.

Nice to have

• Experience supporting financial practices, licensed data content, or financial software solutions.

Culture & Benefits

• Hybrid work environment with regular in-person collaboration and tools for engaging with global colleagues.
• 401(k) match up to 6% of salary and potential stock ownership.
• Medical, dental, and vision coverage, HSA contributions, wellness incentives, and disability insurance.
• Trust-based time off, a six-week paid sabbatical, family caregiving leave, paid parental leave, and adoption assistance.
• Leadership coaching, formal mentorship, tuition reimbursement, and a $1,000 annual flex stipend for education and well-being expenses.
• Charitable matching, paid volunteering days, and employee resource and affinity groups.