Senior Client Account & Services Manager (Fintech)

TL;DR

Senior Client Account & Services Manager (Fintech): Managing the full software platform and business support for L&A Exchange customers, focusing on project implementation lifecycle and client relationship development. Focus on identifying client requirements, defining project scope, and coordinating cross-functional teams for successful delivery of insurance products.

Location: Hybrid in Alpharetta, GA. This position is based in Atlanta, GA. No relocation package will be provided.

Company

hirify.global is a leading technology platform that simplifies buying, selling, and administering life and annuities insurance products for over 100 carrier clients and 2 million policyholders.

What you will do

• Manage internal and external communications for assigned client accounts.
• Analyze client requests by understanding L&A Exchange business objectives and processes.
• Define project scope, create Statements of Work, and manage the full project implementation lifecycle.
• Coordinate with cross-country and cross-time zone teams for project requirements.
• Train clients on system usage and assist with developing training materials.
• Manage multiple clients and projects simultaneously, including issue/risk tracking and resolution.

Requirements

• 4-year college degree required.
• 6+ years of relevant work experience, with 4 years in a project management position.
• Methodical critical thinking, analytical, problem-solving, and organizational skills.
• Excellent communication skills (in-person, telephone, written).
• Ability to identify client requirements and write Business Requirements Documents and Software Requirement Documents independently.
• Ability to travel up to 15%.

Nice to have

• Insurance/financial services (Life and Annuity) industry knowledge.
• Experience with Web-based software as a service (SaaS) applications.
• Knowledge of XML, JavaScript, and SQL.

Culture & Benefits

• Competitive compensation and career progression.
• Health/dental insurance, parental leave, 401(k), and tuition reimbursement.
• Opportunity for incentive/bonus.
• Collaborate with smart, creative professionals dedicated to delivering cutting-edge technologies and data insights.