Associate Customer Success Manager (Fintech)

TL;DR

Associate Customer Success Manager (Fintech): Managing a portfolio of scale-tier accounts for a financial API platform with an accent on operational precision, onboarding, and proactive retention. Focus on driving smooth go-lives for new customers, maintaining accurate account records, and ensuring portfolio stability through quarterly check-ins and usage tracking.

Location: On-site in New York, NY or Austin, TX

Salary: $100,000–$140,000

Company

hirify.global provides a modern API-first platform for connecting consumer financial accounts, liability data, and payment execution.

What you will do

• Own the end-to-end onboarding process for scale-tier accounts, including leading kickoff calls and guiding integration.
• Maintain comprehensive and accurate account data within Salesforce to track go-live timelines and renewal dates.
• Execute a quarterly check-in cadence for your book of ~30 accounts using usage one-pagers.
• Prioritize and perform proactive outreach to 4–6 accounts per quarter based on usage signals.
• Manage the renewal lifecycle to ensure process efficiency and proactively identify churn risks.

Requirements

• Must be based in or willing to work on-site in New York or Austin.
• 2+ years of professional experience in a client-facing role such as technology, investment banking, or consulting.
• Exceptional project management, organizational, and independent problem-solving skills.
• Ability to manage a large book of 20+ accounts with varying timelines and priorities.
• Proactive, urgent, and highly detail-oriented approach to operational tasks.

Nice to have

• Previous experience in a Series A–C fintech or developer-tools environment.
• Exposure to usage-based or API-driven pricing models.
• Familiarity with GTM tooling like Salesforce or Notion.

Culture & Benefits

• Growth-oriented environment with a clear path to managing more complex accounts.
• Opportunity to learn the full lifecycle of high-growth fintech customers.
• Join a team of 50+ people backed by top-tier investors like Andreessen Horowitz and Y Combinator.
• Work on a critical API layer used by leading financial institutions like SoFi and Bilt.