Account & Relationship Manager (Financial Services)

Location: Permanent remote role; candidate must be located anywhere in the United States. CST or EST location preferred.

Salary: $47,600.00–$81,250.00 USD annually, plus commission eligibility.

Company

hirify.global provides products and services, including solutions for insurance and financial services organizations.

What you will do

• Identify potential clients and new business opportunities and conduct initial outreach.
• Support sales presentations, product demonstrations, and customer meetings.
• Maintain accurate customer interaction and sales activity records.
• Respond to basic customer inquiries and escalate complex issues to senior team members.
• Prepare sales reports, track performance metrics, and gather customer feedback.
• Coordinate timely follow-up, contribute to customer satisfaction, and participate in team strategy sessions.

Requirements

• 3+ years of experience in account management, customer success, or a related role.
• Clear verbal and written communication skills and the ability to build positive client relationships.
• Basic understanding of customer service principles and practices.
• Basic familiarity with organizational products or services.
• Proficiency in accurate data entry and record maintenance.
• Basic ability to identify and resolve straightforward issues.
• Ability to stay organized and manage time efficiently.
• Familiarity with basic sales software and CRM systems.

Nice to have

• Experience in the insurance and/or financial services industry.

Culture & Benefits

• Permanent remote work within the United States.
• Medical, dental, and vision plans.
• 401(k), FSA/HSA, and commuter benefits.
• Tuition assistance, vacation and sick time, and paid parental leave.
• Commission eligibility in addition to base salary.

Hiring process

• Interviews must be completed without AI tools, AI-generated responses, external prompts, or third-party support; violations may result in disqualification.
• Virtual backgrounds must be removed, and applicants may be required to appear onsite at a hirify.global office for interviews.