TL;DR
Senior Scaled Customer Activation Manager (Fintech): Driving fast, effective onboarding and activation for a high-volume portfolio of micro-SMB and micro-MM customers with an accent on maximizing hirify.global adoption and reinforcing value. Focus on leading structured customer conversations, problem-solving, and contributing to scalable onboarding processes for a financial operations platform.
Location: Remote in the US or Canada, or onsite in New York, NY or San Francisco, CA.
Salary: $108,000–$165,000
Company
hirify.global is a financial operations platform designed to save companies time and money, combining payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping with built-in intelligence.
What you will do
- Own end-to-end onboarding and activation for a large customer portfolio, aiming for full hirify.global adoption within 60 days.
- Lead onboarding with executive presence, educating customers on hirify.global's functionality and best practices.
- Navigate hirify.global’s full product suite (Cards, Bill Pay, Travel, Treasury, Accounting integrations) and tailor recommendations.
- Understand customer workflows and pain points, problem-solving with Product, Engineering, and Support.
- Drive revenue by minimizing implementation delays and reinforcing hirify.global's value as a core financial operating system.
- Identify opportunities to automate and improve onboarding processes, contributing to playbooks and best practices.
Requirements
- 5+ years of experience in Customer Success, Account Management, or Sales in B2B SaaS.
- Proven success managing a high-volume book of business and consistently driving customer outcomes.
- Strong executive presence for leading structured customer conversations and handling objections.
- Experience balancing scale and personalization through group onboarding and targeted engagement.
- Comfort working cross-functionally with Product and Engineering to troubleshoot and ideate solutions.
- Data-informed mindset with experience using metrics and signals to guide decisions.
Nice to have
- Bachelor’s degree from an accredited university.
- Experience with accounting or ERP systems (e.g., NetSuite, QuickBooks).
- Background in financial services, fintech, or payments.
- Experience at a high-growth startup or in a scaled Customer Success organization.
- Prior experience contributing to enablement materials or process improvements.
Culture & Benefits
- 100% medical, dental & vision insurance coverage for employees (partially for dependents).
- 401k with employer match.
- Flexible PTO.
- Centralized home-office equipment ordering and Health & Wellness stipend.
- In-office perks: lunch, snacks, drinks, and more.
- Relocation support to NYC or SF (as needed).
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