Client Success Manager (Fintech)

Location: Remote; USA, Austin, TX

Company

hirify.global is a Y Combinator- and Bessemer Venture Partner-backed fintech startup providing digital banking products for community banks and credit unions, including mobile banking, online banking, online account opening, loan origination, and conversational AI.

What you will do

• Own a portfolio of 20–30+ credit union and community bank accounts as the primary relationship owner.
• Build trusted relationships with operational and executive stakeholders, provide strategic recommendations, and lead regular business reviews and onsite client engagements.
• Drive product adoption through client education, success plans, adoption metrics, engagement scores, and account health tracking.
• Lead renewals, prepare proposals and pricing recommendations, negotiate agreements with the Director of Client Success, and identify expansion opportunities.
• Manage escalations by coordinating with Tech Support, Product, Engineering, and leadership, maintaining proactive client communication through resolution.
• Partner with Implementation, Product, Tech Support, Marketing, and Engineering on onboarding, feedback, roadmap opportunities, incidents, case studies, and advocacy.

Requirements

• 5+ years of Client Success, Account Management, or Customer Experience experience in B2B fintech, banking technology, or enterprise SaaS. Experience supporting financial institutions is strongly preferred.
• Experience managing a portfolio of 20–30+ accounts simultaneously with strong responsiveness and follow-through.
• Excellent presentation and communication skills, including leading executive business reviews, onsite meetings, and strategic planning discussions with senior stakeholders.
• Demonstrated success driving product adoption, renewals, and expansion opportunities within an assigned portfolio.
• Strong relationship management skills and the ability to build credibility across operational and executive stakeholder levels.
• Ability to navigate complex client organizations, remain calm during escalations, communicate clearly, and drive urgent resolution.
• Strong organizational skills for managing multiple priorities and client needs without losing attention to detail.

Nice to have

• Experience working with credit unions, community banks, or digital banking platforms.
• Familiarity with core banking systems such as Corelation, Jack Henry Symitar, Fiserv Portico, CU Answers, or similar.
• Experience with digital banking platforms or financial technology products.
• Experience using CRM and customer success tools such as Salesforce, Gainsight, ChurnZero, or similar.
• Experience supporting platform migrations or major product launches.

Culture & Benefits

• Fast-paced, collaborative, remote-first environment.
• Competitive compensation, stock options, and performance-based bonuses.
• 100% coverage of individual base-plan medical, dental, and vision premiums in the USA, with contributions toward other plan options.
• 100% coverage of extended medical, dental, and vision premiums for employees and families in Canada under the comprehensive plan.
• Retirement plan with 4% company matching, 8 weeks paid parental leave for birthing parents, and 4 weeks for non-birthing parents.
• 3–5 weeks PTO depending on tenure, 5 health days, 15 holidays, and an end-of-year shutdown.