New Expansion Advisor (Fintech)

TL;DR

New Expansion Advisor (Fintech/SaaS): Guiding newly signed customers through their initial 120 days, focusing on rapid product activation, strong adoption, and early identification of upsell opportunities. Focus on executing structured multi-touch outreach cadences, delivering high-impact product consultations, and collaborating cross-functionally to improve the onboarding experience.

Location: This is a hybrid role based in the US. Employees in Denver, San Francisco, or New York City are expected to work from the office approximately 2-3 days per week. Remote work is available from other US locations, requiring a secure and reliable internet connection.

Salary: $89,000–$116,000 OTE

Company

hirify.global is a product company on a mission to grow the small business economy by providing payroll, health insurance, 401(k)s, and HR solutions to over 400,000 small businesses across the country.

What you will do

• Own the early customer journey by driving product activation and onboarding success within the first 120 days.
• Execute a structured multi-touch outreach cadence, aiming for 6 quality connections per day.
• Deliver high-impact product consultations to educate, upsell, or accelerate adoption based on customer needs.
• Maintain accurate records in Salesforce to track activation milestones and opportunities.
• Collaborate cross-functionally with support, success, and product teams to continually improve the onboarding experience.
• Help drive monthly incremental ARR targets.

Requirements

• 3+ years in an Account Executive, Consultative Sales, or Customer Success role, ideally in SMB tech or SaaS.
• Demonstrated success in a KPI-driven environment with experience in upselling, cross-selling, or owning a quota.
• Proven ability to drive adoption, manage a book of business, and influence long-term customer success.
• Excellent communication, problem-solving, and relationship-building skills.
• Proficiency in Salesforce and experience with multi-touch outreach tools and strategies.
• Comfortable using AI tools and automation to enhance productivity.
• Work from the US is required.

Nice to have

• Familiarity with sales methodologies like Richardson or Challenger.
• Experience in HR, Payroll, or FinTech.
• An entrepreneurial mindset with a bias for action.

Culture & Benefits

• Proudly supports over 400,000 small businesses.
• Team united by a deep passion for consultative selling and solving problems for small businesses.
• Operates with shared goals, a resilient and supportive culture, and leadership that prioritizes doing sales the right way.
• Committed to providing reasonable accommodations for qualified individuals with disabilities.
• Proud to be an equal opportunity employer, valuing diverse backgrounds.