Customer Success Manager - Americas

Location: Remote - Americas; North America and South America. Must be comfortable working US hours (ET).

Company

hirify.global provides agent-first brokerage infrastructure and institutional-grade APIs for stocks, ETFs, options, crypto, fixed income, and 24/5 trading. Its licensed financial services subsidiaries serve financial institutions across 40 countries and support more than 10 million brokerage accounts.

What you will do

• Act as the primary contact for B2B and enterprise customers throughout onboarding, activation, expansion, and renewal.
• Build customer relationships, monitor progress toward shared goals, identify risks, and drive satisfaction, retention, and success.
• Manage internal and external escalations, represent partner needs across Marketing, Product, Operations, Sales, and the Broker-Dealer, and influence roadmap priorities.
• Drive adoption of hirify.global features, identify best practices and optimization opportunities, and help customers launch and scale securities and crypto trading applications.
• Deliver QBRs, executive reports, account-health updates, forecasts, and success strategies aligned with customer goals and platform outcomes.
• Serve as a trusted advisor to customer leadership teams and align hirify.global capabilities with their go-to-market strategies.

Requirements

• 4–6 years of experience in a customer success role managing customer relationships.
• Direct professional experience at a brokerage, broker-dealer, crypto exchange, or trading platform.
• Hands-on understanding of brokerage or crypto trading operations, including customer onboarding, account funding, trading workflows, and operational or compliance challenges in financial markets.
• FinTech experience, especially in the broker-dealer business, and experience working with both large and small companies.
• Understanding of key technology concepts such as SaaS and APIs.
• Ability to work remotely and independently, self-manage time and obligations, and work US hours (ET).
• Ability to manage customer relationships across companies of different sizes, flexibility to support growth where needed, and willingness to learn.
• Team-oriented approach with ownership, transparency, accountability, and a partner-first mindset.

Nice to have

• Experience supporting B2B brokerage-as-a-service, embedded investing, or trading API platforms.
• Familiarity with US securities brokerage infrastructure, including clearing, custody, settlement, and broker-dealer compliance.
• Experience supporting API integrations or technical onboarding for trading applications.
• Experience with international B2B clients or fintech partners launching financial products across multiple markets.
• Experience managing institutional trading customers or strategic fintech partnerships.
• Startup experience in a fast-paced, high-growth environment.

Culture & Benefits

• Remote work with a globally distributed team.
• Competitive salary and stock options.
• Health benefits.
• One-time USD $500 new-hire home-office setup benefit.
• USD $150 monthly stipend via a Brex Card.