Head Of Client Success (Fintech)

TL;DR

Head Of Client Success (Fintech): Lead and develop a multi-layer client success organization focused on Core and Strategic clients in wealth management SaaS. With an accent on driving retention, growth, and leveraging AI tools to improve team efficiency. Focus on building trusted advisor culture, managing executive-level client relationships, and ensuring measurable ROI for clients.

Location: Must be legally authorized to work in the United States and based in New York, NY

Salary: $177,000 - $276,000 + bonus + equity + benefits

Company

hirify.global is a global technology and data company providing a platform for investment professionals to deliver precise guidance and smarter investment decisions.

What you will do

• Lead and develop a multi-tiered Client Success organization including managers of managers.
• Drive adoption, retention, renewal, and net revenue retention across Core and Strategic clients.
• Provide strategic oversight across the full client lifecycle partnering with Sales, Product, Engineering, Services, and Support.
• Leverage data and AI-enabled tools to improve team efficiency and identify client risks and growth opportunities.
• Drive consistent success planning and clear KPIs to maximize platform utilization.
• Act as primary escalation point for complex issues and lead executive-level client conversations.

Requirements

• Must be legally authorized to work in the United States without visa sponsorship.
• 12+ years in client-facing roles with experience managing other people managers.
• Experience with complex or technical products, preferably in Wealth Management, Financial Services, or FinTech.
• Strong executive presence and communication skills for C-suite interactions.
• Comfortable operating in a high-growth, evolving environment with resilience and strategic mindset.
• Willingness to travel as needed to meet clients.

Culture & Benefits

• Global flexible workforce model with multiple international offices.
• Commitment to diversity, inclusion, and reasonable accommodations.
• Focus on ownership, collaboration, client success, innovation, and learning.