Technical Client Success Lead (Fintech)

TL;DR

Technical Client Success Lead (Fintech): Own strategic customer relationships and build/lead a product-oriented CS team, becoming the technical voice of the customer internally and the product expert externally with an accent on technical issue resolution and data-driven engagement strategies. Focus on creating scalable processes for onboarding, health scoring, lifecycle management and customer feedback loops to inform product strategy.

Location: Requires 4 days a week in the New York office. Monday and Thursday are mandatory in-office days.

Salary: Up to $130,000+ plus equity.

Company

hirify.global is on a mission to bring financial wellbeing to all workers by partnering with well-known employers to give their teams access to fairer financial services.

What you will do

• Own strategic relationships with 5-10 enterprise customers, serving as the primary technical point of contact.
• Lead quarterly business reviews demonstrating impact on financial wellbeing metrics, retention, and recruitment.
• Drive product adoption and feature utilization through data-driven engagement strategies.
• Troubleshoot complex technical issues involving payroll integrations, data flows, and API configurations.
• Mentor a small team of technical CS professionals, defining the playbook for technical customer success.
• Build customer feedback loops that inform product strategy and development priorities.

Requirements

• 5-7 years of professional experience.
• Proven player-manager experience.
• Deep technical fluency—comfortable discussing APIs, webhooks, data integrations, and system architecture.
• Track record of managing enterprise customers with complex technical requirements.
• Data-driven approach to customer health, adoption metrics, and business outcomes.
• Exceptional communicator who can translate technical complexity for both technical and business audiences.

Culture & Benefits

• 10 Days vacation increasing to 15 days after one year of service in addition to federal holidays, as well as flexible time off allowances for any ad-hoc childcare/family/caring needs.
• 12 weeks paid Maternity Leave and 2 weeks paid Paternity Leave for employees with over 12 months service.
• Health, dental and vision benefits.
• Swanky equipment (Apple MacBooks, 34” monitor).
• 401K program.