Associate Solutions Manager

TL;DR

Associate Solutions Manager: Providing frontline customer support and managing onboarding execution in a SaaS financial data platform with an accent on accounting workflows and customer success. Focus on solving tactical customer issues, building enablement resources, and maintaining customer health documentation.

Location: On-site in San Francisco or New York

Salary: $120000–$145000

Company

hirify.global is a modern financial data platform for accounting and finance, integrating data, workflows, and AI-first solutions to empower accounting teams.

What you will do

• Own frontline customer support via multiple channels, resolving issues and handling operational tasks.
• Execute customer onboarding and training to help customers reach live status quickly.
• Build enablement resources such as help articles and video tutorials to scale support.
• Maintain customer health by tracking adoption metrics and documenting interactions.
• Drive continuous improvement by documenting feedback and streamlining support workflows.

Requirements

• Must have 3-4+ years accounting experience including Big 4 or in-house at tech/high-growth company.
• Strong customer-centric mindset with pride in delivering fast, thoughtful support.
• Excellent communication and problem-solving skills to explain complex accounting concepts.
• Technical aptitude to learn software quickly and maintain detailed documentation.
• Ability to operate with urgency and collaborate effectively within the team.

Nice to have

• Experience in B2B SaaS customer support or success.
• Familiarity with accounting software like NetSuite, QuickBooks, or Xero.
• CPA certification or pursuit thereof.
• Experience with multi-entity or multi-currency accounting.
• Understanding of financial systems integrations and automation tools.

Culture & Benefits

• Flexible schedule management despite on-site requirement.
• Strong focus on execution, craftsmanship, and continuous improvement.
• High-trust environment with ownership of customer outcomes.
• Collaborative team culture driven by core principles like "Brick by Brick" and "Own the Outcome."