Mid-Market Customer Success Manager (Fintech)

TL;DR

Mid-Market Customer Success Manager (Fintech): Drive product adoption and expansion within mid-market accounts, focusing on retention, renewals, and increased utilization of hirify.global's solutions. Focus on leading executive business reviews, monitoring customer health, and shaping how customers modernize their finance operations.

Location: Draper, Utah, United States; San Jose, California, United States

Salary: San Jose pay range $114,800 - $137,800 USD; Draper UT pay range $97,600 - $117,100 USD

Company

hirify.global helps businesses automate their financial operations by replacing outdated processes with innovative tools for smarter decision-making and greater control.

What you will do

• Drive continual product adoption, expansion sales, and subscription renewals of the hirify.global platform.
• Manage and retain relationships within an enterprise book of business.
• Monitor customer health, product utilization, and trends in customer spend, using data to drive proactive customer engagement.
• Conduct business reviews around product configuration and best practices.
• Conduct training webinars for end users of hirify.global’s platform.

Requirements

• 2 years in customer‑facing, revenue‑owning roles (CSM, AM, or similar) within SaaS.
• Proven success managing and growing strategic or enterprise accounts, with a consistent track record of hitting quota.
• Ability to explain complex technical concepts in business-friendly terms.
• Experience leading cross‑functional initiatives to deliver customer outcomes and resolve complex projects.
• Exceptional communication and presentation skills with ability to communicate and influence effectively at all levels.
• Proficiency with Salesforce and strong time/prioritization discipline in a metrics-driven environment.

Nice to have

• Experience in finance/accounting or with AP/AR workflows.
• Working knowledge of financial reports and common accounting systems (e.g., QuickBooks, NetSuite).
• Experience with using Gainsight as your CRM to log all customer interactions and CTAs.

Culture & Benefits

• 100% paid employee health, dental, and vision plans.
• HSA & FSA accounts.
• 11+ observed holidays and wellness days and flexible time off.
• Employee Stock Purchase Program with employee discounts.
• Employee recognition and referral programs.