Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech/SaaS): Driving adoption, retention, and long-term success for a portfolio of customers in finance and accounting, ensuring measurable value from the platform. Focus on managing account health, renewals, identifying expansion opportunities, and leading enablement sessions for product adoption.

Location: Onsite in New York

Compensation: $100,000–$140,000

Company

hirify.global is a product company developing a platform for core financial operations.

What you will do

• Own post-implementation success and relationships for a portfolio of customers.
• Drive adoption, engagement, and value realization across accounts.
• Manage renewals and identify expansion opportunities in partnership with Sales.
• Lead customer enablement sessions and support new product feature rollouts.
• Collaborate with Implementation, Support, and Product teams to ensure customer experience.

Requirements

• 3+ years of Customer Success or Account Management experience in B2B SaaS.
• Experience supporting finance, accounting, or operations teams.
• Strong technical aptitude and ability to learn complex platforms quickly.
• Bachelor’s degree or equivalent experience.
• Work onsite in New York.

Nice to have

• Experience with ERP or accounting software (QuickBooks, Xero, Sage Intacct, NetSuite).

Culture & Benefits

• Customer-first mindset with strong ownership and accountability.
• Thrive in a fast-moving startup environment.
• Offers equity.
• Excellent communication and relationship-building skills.
• Organized, proactive, and comfortable managing multiple accounts.