Client Relationship Manager (Fintech)

TL;DR

Client Relationship Manager (Fintech): Taking ownership of key parts of the client experience from activation through early adoption, ensuring seamless transition into the platform and services, and monitoring broader portfolio dynamics with an accent on identifying risk, operational gaps, and expansion opportunities. Focus on scaling the onboarding engine, proactively managing the client base for success, and collaborating with the tax team on upsell opportunities.

Location: Remote (USA)

Company

hirify.global is a tech-driven tax services company providing premium tax solutions for closely held businesses, high-net-worth individuals, and investors.

What you will do

• Lead end-to-end onboarding for new clients, managing timelines, collecting information, and coordinating internal teams.
• Oversee key commercial workflows, including billing updates, payment coordination, service renewals, and addressing client questions.
• Maintain portfolio-level visibility by monitoring deadlines, deliverable status, and usage patterns.
• Surface risks and opportunities by identifying clients with emerging needs and collaborating on upsell opportunities.
• Support internal stakeholders by preparing data summaries, analyzing trends, and identifying client portfolio insights.
• Collaborate with hirify.global’s tax operations team to implement service workflows that improve client experience.

Requirements

• 3+ years of experience in client success/account management within financial services, public accounting, tax services, wealth management, SaaS, or startup.
• Bachelors degree required.
• Strong working knowledge of HubSpot.
• B2C experience.
• Exceptional organizational skills and comfort managing multiple projects and client portfolios.
• Excellent communication skills (written and verbal).
• Comfortable working in a scaling, fast-paced environment where processes are constantly evolving.

Nice to have

• Experience working with sophisticated clients or high-complexity setups (e.g., high-net-worth individuals, multi-entity structures).

Culture & Benefits

• Work in a scaling, fast-paced environment where processes are constantly evolving.
• Team of passionate, fast, and creative thinkers and doers.
• Emphasis on clear communication.