Mid Market Customer Success Manager (Fintech)

Location: Remote within the United States; compensation is organized by U.S. geographic zones.

OTE: $128,700–$181,700 USD annually, depending on geographic zone, experience, expertise, and location.

Company

hirify.global is a financial operations platform for small and midsize businesses, providing accounts payable, accounts receivable, spend, and expense automation.

What you will do

• Own a portfolio of complex mid-market accounts and advise customers on workflows, goals, risks, and measurable business outcomes across AP/AR and Spend & Expense.
• Anticipate churn risks, build personalized success plans, and execute retention strategies across multiple customer stakeholders.
• Lead Executive Business Reviews connecting product adoption data to business outcomes.
• Identify and execute customized IPFX cross-sell, subscription upsell, and transaction revenue growth opportunities.
• Provide product consultations, troubleshoot integrations, and improve adoption and operational efficiency.
• Resolve complex customer issues independently, maintain high-quality notes and SLA adherence, and collaborate cross-functionally when needed.

Requirements

• 5–8 years of experience in customer-facing SaaS roles, managing complex mid-market accounts with minimal manager oversight and delivering both retention and expansion.
• Experience managing relationships with multiple stakeholders, navigating competing priorities, and leading Executive Business Reviews tied to business outcomes.
• Proven ownership of IPFX cross-sell, subscription upsell, and transaction revenue growth opportunities, with concrete pipeline experience.
• In-depth product and integration knowledge, including aligning platform capabilities to customer goals, troubleshooting integrations, and advising on adoption strategies.
• Strong process discipline within established ROE frameworks, including high-quality notes, SLA adherence, and proactive process improvement.
• Proficiency with Salesforce and Gainsight, with the organizational skills to manage a high-volume mid-market book of business and CTA workflows.

Culture & Benefits

• Remote-first work environment with offices in San Jose, California, and Draper, Utah, plus opportunities for in-person connection.
• Medical, dental, vision, life, and disability insurance; hirify.global covers most medical, dental, and vision premiums for employees and dependents.
• 401(k), HSA, FSA, paid holidays, flexible time off, and employee assistance and mental wellbeing programs.
• Eligibility for sales incentive and equity plans, including an Employee Stock Purchase Program.
• Inclusive workplace focused on diverse perspectives, purpose, drive, curiosity, and collaboration.