Sr. Client Success Manager (Fintech)

TL;DR

Sr. Client Success Manager (Fintech): Overseeing the post-sales lifecycle for hirify.global's largest clients, ensuring they achieve maximum value from the platform with an accent on strategic guidance, strong partnerships, and impactful client presentations. Focus on driving adoption, retention, renewals, and revenue growth within global, private, and regional banks.

Location: New York, NY

Salary: $110,000 - $171,000 (base salary) + bonus + equity + benefits

Company

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

What you will do

• Lead strategic client oversight and planning, ensuring seamless transitions and sustained engagement.
• Build meaningful relationships with clients at all levels, from C-suite executives to platform users.
• Drive revenue growth by partnering with the Executive Relationship Officer/Account Manager to develop Account Plans and targeted strategies.
• Deliver engaging presentations and product demonstrations tailored to diverse audiences.
• Champion adoption, education, and knowledge sharing to promote client success frameworks.
• Foster client alignment by representing client needs across Product, R&D, Support, and other teams.

Requirements

• 10+ years of experience in client-facing roles and/or strategy positions within financial or wealth management services firms or consulting firms.
• Proven success in consultant, strategist, sales, and technical account manager roles.
• Demonstrated track record in leading large, sophisticated enterprise projects and managing complex relationships.
• Strong executive presence with exceptional communication and presentation skills.
• Extensive knowledge of front, middle, and back office operations in wealth management firms.
• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship.

Culture & Benefits

• Global flexible workforce model.
• Equal opportunity employer with a commitment to inclusion and belonging.
• Focus on diverse ideas, experiences, skill sets, perspectives, backgrounds and identities.