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3 дня назад

Client Services Manager (Financial Institutions, US)

75 000 - 90 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Services Manager (Financial Institutions, US) (Financial Services/Compliance SaaS): Managing Tier-1 financial institution accounts through onboarding, platform demonstrations, data integration, training, and technical issue resolution with an accent on AML, KYC/KYB, sanctions, and regulatory workflows. Focus on translating complex financial crime and compliance requirements into client guidance, coordinating cross-functional issue resolution, and identifying usage-driven upsell opportunities.

Location: Hybrid in Washington D.C. or Denver, CO, with in-office attendance at least 3 days per week

Salary: $75,000–$90,000 per year

Company

hirify.global provides global security intelligence and risk data that helps financial and multinational institutions assess business relationships and operationalize information about financial crime, sanctions, export controls, and threats.

What you will do

  • Serve as the first point of contact for financial institution clients, resolving questions about platform functionality, hirify.global findings, content sources, and technical issues.
  • Onboard banking and financial services clients, guide platform setup, and support data integration and customization for compliance and due diligence workflows.
  • Deliver tailored product demonstrations and recurring webinars or one-on-one training for compliance analysts, investigators, and screening teams; maintain training materials.
  • Learn each client’s compliance program, regulatory obligations, and operational processes to advise on effective use of hirify.global data.
  • Coordinate with technical support, content management, and sales teams to resolve complex issues and create tailored upsell proposals and pitches.
  • Monitor client usage, stay current on sanctions, financial crime, and regulatory developments, and translate relevant updates into client guidance.

Requirements

  • Bachelor’s degree, preferably in Business, International Relations, Political Science, or a related field.
  • 3+ years of client-facing experience in customer success, account management, or technical support, ideally in banking, financial services, SaaS, FinTech, RegTech, compliance, or data services.
  • Professional experience in banking or financial services, particularly compliance, due diligence including KYC/KYB, or AML, is strongly preferred.
  • Academic or professional exposure to global security, international relations, financial crime, compliance, or regulatory environments.
  • Exceptional communication and presentation skills, including the ability to explain complex concepts to financial institution compliance professionals.
  • Experience leading client onboarding, delivering product demonstrations, and facilitating webinars or one-on-one training.
  • Technical curiosity and confidence troubleshooting, supporting light data integration, and learning new systems or platforms.
  • Foundational understanding of AML, financial crime and illicit financing, sanctions regimes, and environmental, social, and governance standards.

Culture & Benefits

  • Mission-driven work focused on global security intelligence, financial crime, sanctions, export controls, and business risk.
  • Fully sponsored medical, dental, and vision insurance.
  • Medical and dependent-care FSA, long-term disability coverage, and 401(k) and Roth plans with matching and immediate vesting.
  • Flexible paid time off and 11 paid holidays.
  • Hybrid working arrangement with regular in-office attendance in Washington D.C. or Denver.

Hiring process

  • Apply through hirify.global’s careers website.

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