Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Leading end-to-end client onboarding and managing client portfolios for a tech-driven tax services company with an accent on ensuring seamless transitions and identifying upsell opportunities. Focus on optimizing client experience, scaling onboarding processes, and proactively managing client success in a fast-paced environment.

Location: Remote, USA

Company

hirify.global is a tech-driven tax services company providing premium tax solutions for closely held businesses, high-net-worth individuals, and investors.

What you will do

• Lead end-to-end onboarding for new clients, managing timelines and coordinating internal teams.
• Oversee key commercial workflows including billing updates, payment coordination, and service renewals.
• Maintain portfolio-level visibility, monitoring deadlines, deliverable status, and usage patterns.
• Identify clients with emerging needs and collaborate with the tax team on upsell opportunities.
• Support internal stakeholders by preparing data summaries and analyzing client portfolio insights.
• Collaborate with hirify.global’s tax operations team to implement service workflows that improve client experience and drive adoption.

Requirements

• 2+ years of experience in client-facing roles (customer success, account management, operations, or professional services).
• Exceptional organizational skills and comfort managing multiple projects and client portfolios.
• Excellent communication skills (written and verbal).
• Comfortable working in a scaling, fast-paced environment where processes are constantly evolving.
• Comfortable learning new tools and workflows.

Nice to have

• Experience working with sophisticated clients or high-complexity setups (e.g., high-net-worth individuals, multi-entity structures).

Culture & Benefits

• Work in a scaling, fast-paced environment.
• Opportunity to optimize clients’ taxes and ensure compliance.
• Be part of a team that values passion, fast and creative thinking, and clear communication.

Hiring process

• Email your CV and a short cover letter to careers@joinhirify.global.com.