Customer Success Manager (Fintech)

Location: Remote in the United States

Base salary: $107,000–$145,000 per year; 30% variable compensation with total on-target earnings of $139,100–$188,500.

Company

hirify.global provides workflow software and AI-driven automation for mortgage closings and high-stakes notarization transactions.

What you will do

• Own post-sale relationships and commercial outcomes for a portfolio of Notary Connect and hirify.global RON customers.
• Develop account strategies, success plans, renewal plans, forecasts, and expansion opportunities.
• Drive adoption, workflow change, training, rollout planning, utilization, and measurable customer value.
• Build relationships with executives, operational leaders, administrators, and end users across complex customer organizations.
• Lead operating reviews, executive business reviews, escalations, service delivery, renewals, and expansion negotiations.
• Translate customer feedback, market patterns, and competitive signals into product, operational, and go-to-market improvements.

Requirements

• At least five years of experience in customer success, account management, strategic account management, or a related customer-facing role in a software or technology-enabled services business.
• Experience owning mid-market or enterprise relationships, renewals, expansion, upsell, commercial offers, negotiations, buying groups, and forecasts.
• Track record of driving customer adoption and measurable value using transaction, product usage, utilization, service, financial, or customer data.
• Strong executive communication, business acumen, project management, portfolio management, and cross-functional coordination skills.
• Experience leading customer enablement, workflow change, training, rollout planning, optimization, and escalations through resolution.
• Ability to learn and clearly demonstrate a complex product and use approved AI tools in repeatable customer-success workflows while protecting customer data.

Nice to have

• Experience in fintech, mortgage technology, real estate, legal services, financial services, or another regulated and operationally complex industry.
• Experience with marketplace, network, service-linked, transaction-based, consumption-based, or utilization-based business models.
• Experience across both new-business sales and post-sale account ownership, including Account Executive experience.
• Experience with Salesforce or a similar customer and revenue platform.

Culture & Benefits

• Product discipline, clear reasoning, ownership of outcomes, straightforward communication, and empathy for users.
• Medical, dental, and vision coverage.
• 401(k) with up to 4% company match, HSA and FSA support, life and disability insurance.
• Paid parental leave, paid vacation, sick days, summer and winter breaks, and company holidays.
• $15,000 family-building benefit and a $1,500 annual lifestyle stipend.