Senior Account Manager (Fintech, AI)

TL;DR

Senior Account Manager (Fintech, AI): Managing the success of customer relationships for a universal banking assistant built on the proprietary BankGPT platform, with an accent on driving product expansions and renewals. Focus on leveraging performance KPIs to identify opportunities for proactive support and product adoption within financial institutions.

Location: In-Office in San Francisco / Palo Alto, Bay Area, USA

Salary: $100,000–$140,000 USD along with additional variable compensation.

Company

hirify.global is building a universal banking assistant powered by its proprietary BankGPT platform that aims to displace legacy systems within financial institutions and drive financial well-being for millions of U.S. consumers.

What you will do

• Act as a strategic partner to customers throughout their journey with hirify.global, from onboarding to renewal and product expansions.
• Identify opportunities to provide additional products such as Voice AI, Employee AI, and Chat AI in collaboration with the sales team.
• Own renewal processes and help strategize in advance upcoming renewals.
• Leverage customer conversations and performance KPIs to identify opportunities for proactive support, product adoption, and upsell opportunities.
• Serve as the main point of contact for escalations and issue resolution, in collaboration with Technical Account Managers and POD team.
• Build and maintain strong, trusted relationships with key stakeholders at each customer organization.
• Advocate for customer needs internally and help shape product and service offerings based on feedback.

Requirements

• 5+ years in a customer-facing role such as Account Management, Customer Success, or Renewal/Expansion Management.
• Experience collaborating with new business Account Executives, Technical Account Managers, and Executive Stakeholders.
• Experience working at a SaaS or technology company supporting SMB banks and/or credit unions is highly preferred.
• Exceptional communication, consultative approach, problem-solving, and relationship-building skills.
• High degree of ownership, customer empathy, and a proactive mindset.
• Must be based in the Bay Area with ability to work from our Bay Area office.
• Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools.

Culture & Benefits

• Comprehensive health benefits including medical, dental, and vision insurance, along with wellbeing resources.
• Public holidays and a discretionary PTO package for flexible days off.
• Financial benefits including 401K, ESPSP, basic life and AD&D insurance, long-term and short-term disability, and equity shares.
• Parental leave.
• Commitment to providing an inclusive and welcoming environment, celebrating diversity as critical to success.