Relationship Manager (Fintech)

TL;DR

Relationship Manager (Fintech): Managing strategic, multi-office and enterprise customer relationships for a CRM SaaS product with an accent on driving adoption, renewals, and expansion. Focus on leading complex deployments, multi-threaded executive relationships, and delivering measurable business outcomes.

Location: Remote, USA

Company

hirify.global provides modern CRM software for financial advisors to manage client relationships and workflows efficiently.

What you will do

• Own executive-facing relationships for a book of accounts, leading check-ins, QBRs, and success plans.
• Coordinate with Support, Product, and Marketing teams to ensure successful rollouts and adoption.
• Monitor account health and build playbooks to increase engagement and reduce time-to-value.
• Lead renewal strategy, forecast retention, mitigate risk, and achieve net retention targets.
• Identify and close expansion opportunities in partnership with Sales.
• Advocate for customers internally and influence product roadmap and support processes.

Requirements

• Location: Must be based in the USA or able to work remotely within the USA
• Experience managing strategic accounts in SaaS, preferably FinTech or financial services.
• Proven track record in renewals, net dollar retention, and expansion at SMB to Enterprise scale.
• Skilled at managing multi-threaded relationships across executives, operations, compliance, and IT/security.
• Excellent communication and presentation skills, confident facilitating executive QBRs.
• Proficiency with CRM technology and analytics for relationship management and forecasting.

Culture & Benefits

• Competitive compensation and comprehensive health plan coverage.
• 401k plan and paid time off.
• Fully remote work with occasional travel for conferences and company events.