Senior Customer Success Manager (Fintech)

TL;DR

Senior Customer Success Manager (Fintech): Promoting the adoption of SaaS solutions, Insight and Atlas, with enterprise-level customers in the financial services industry with an accent on relationship management. Focus on understanding customer needs and establishing trusted partnerships, enabling companies to stay and grow with hirify.global.

Location: Must be based in the United States, with a preference for candidates in the Eastern or Central time zones

Salary: $100,000 - $140,000 USD

Company

hirify.global is the leader in AI-powered solutions for the private markets.

What you will do

• Relationship management: Develop deep relationships with stakeholders across enterprise customers and proactively seek to meet their needs.
• Adoption planning: Develop, communicate, and execute adoption plans, consulting with customers to meet individual needs and timelines.
• Customer retention and growth: Perform strategic business reviews and develop joint success plans with customers to align on measurable objectives and outcomes.
• Customer advocacy: Function as the voice of the customer and provide internal feedback on how hirify.global can better serve enterprise customers.
• Project management and critical analysis: Demonstrate strong project management skills and a consultative approach to navigating multiple senior client stakeholders.

Requirements

• 5+ years of customer success experience, including at least 3 years in an enterprise CSM role.
• Experience in either B2B SaaS or private markets (e.g., financial services, asset management, or similar) strongly preferred.
• Exceptional verbal and written communication skills.
• Skilled at building and maintaining trusted relationships with decision-makers and influencers, including C-suite executives.
• Naturally curious, with the ability to quickly learn complex concepts and distill them into clear, engaging customer communications and trainings.

Culture & Benefits

• Remote-first working policy, with office hubs in SF, NYC, Santa Barbara, and London.
• Twice yearly team offsites for in-person collaboration.
• Paid flexible time off policy.
• Paid parental leave and benefits.
• Employer-supported retirement contributions.
• Various options for medical, dental, and vision insurance.