Client Success Manager (Fintech)

TL;DR

Client Success Manager (Fintech): Driving client success post-sales by ensuring maximum value from the hirify.global platform, leading to adoption, retention, and renewal with an accent on strategic guidance, partnership, and identifying optimization opportunities. Focus on becoming a trusted advisor, advocating for clients, and gathering feedback for next-gen solutions.

Location: Must be legally authorized to work in the United States. This role is based in New York City, NY or Salt Lake City, UT.

Salary: $69,000–$107,000 (base salary) + bonus + equity + benefits.

Company

hirify.global is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.

What you will do

• Develop a deep understanding of the hirify.global platform and apply it to client requirements and industry challenges.
• Provide client support to senior team members during implementation, business reviews, and ongoing tasks.
• Develop success plans for clients, supporting critical metrics to drive adoption and identify optimization and cross-selling opportunities.
• Provide continuing education and insights to clients relating to product updates and usage patterns.
• Assist in the identification of new revenue opportunities for Account Managers and participate in client presentations.
• Advocate for clients, building strong working relationships with cross-functional teams.

Requirements

• 3+ years of experience in a RIA, Single Family Office, or Multi Family Office-oriented business, preferably in a client-facing role for financial products or services for UHNW clients.
• Strong analytical skills and a consistent framework or process approach to problem-solving.
• Technology knowledge that helps you engage and have credibility with product groups and clients.
• Strong time management, prioritization, and verbal/written communication skills.
• Experience building and improving client engagement strategies with a track record of success.
• Experience handling difficult customers or situations and demonstrating resolutions.
• Ability to establish relationships with key influencers, with executive presence and ability to navigate all organizational levels.
• Ability to navigate data and people to find answers.
• Independent, adaptable, and able to thrive in a fast-paced environment.
• Open to travel.
• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship.

Culture & Benefits

• Embraces a global flexible workforce model.
• Values: Act Like an Owner, Build Together, Champion Our Clients, Drive Innovation, Embrace Learning.
• Committed to being an equal opportunity employer and promoting a welcoming environment of inclusion and belonging.
• Provides reasonable accommodation for individuals with disabilities.