Customer Success Manager (Fintech)

TL;DR

Senior Customer Success Manager (Fintech): Building and refining partner success programs and driving customer activation and retention for partner-referred customers with an accent on partner relationship management and efficient onboarding at scale. Focus on understanding business models, goals, and challenges of key partners and proactively positioning product solutions.

Location: New York, NY (HQ), San Francisco, CA, Remote (US), Remote (Canada). Relocation support to NYC or SF (as needed)

Compensation: $108,000–$287,000

Company

hirify.global is a financial operations platform designed to save companies time and money through combined payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping.

What you will do

• Build and maintain strong, long-term relationships with key partners including Accounting, Private Equity, and Venture Capital.
• Serve as a trusted advisor and advocate for partners, understanding their business models, goals, and challenges.
• Develop and deliver partner onboarding and education on the full range of integration and configuration options for hirify.global’s product suite.
• Work with partners and their customers to drive efficient, thorough, and complete onboarding at scale.

Requirements

• Minimum 5 years of experience in customer success, partnerships, account management, or product operations.
• Familiarity with partner ecosystem operations.
• Exceptional project management and time management skills.
• Excellent verbal and written communication.
• Experience working with technical counterparts in Product and Engineering to share feedback and troubleshoot.
• Desire to learn hirify.global’s product inside out and communicate its value effectively.
• Proven track record of exceeding quota and/or outperforming key target metrics.
• Ability to anticipate customer needs and position product solutions accordingly.
• High adaptability and ability to thrive in a fast-paced environment.

Nice to have

• Experience with accounting partners, Private Equity, and/or Venture Capital.
• Experience contributing to the development and growth of new teams.
• Familiarity with accounting software, including QuickBooks Online, NetSuite, Sage, and Microsoft Dynamics.
• Experience with financial services sales.
• Experience at a high-growth startup.

Culture & Benefits

• 100% medical, dental & vision insurance coverage for employees (partially covered for dependents).
• 401k including employer match on contributions.
• Flexible PTO, Fertility HRA (up to $5,000 per year), WFH stipend, Wellness stipend, Parental Leave, Pet insurance.
• One Medical annual membership.