SMB Account Manager (Fintech)

TL;DR

SMB Account Manager (Fintech): Managing a portfolio of mid-market accounts to drive adoption and expand revenue for a spend and expense platform with an accent on strategic account planning and consultative selling. Focus on building executive relationships with finance leaders and optimizing customer workflows through automation.

Location: Must be based in the US (San Jose, CA or Draper, UT offices or remote-eligible).

Salary: $85,000 – $120,000 USD (OTE)

Company

hirify.global is a financial automation company that empowers businesses by replacing outdated financial processes with innovative tools.

What you will do

• Own a portfolio of key SMB and mid-market accounts to retain and expand revenue through strategic planning.
• Drive customer activation and adoption through onboarding, training, and enablement programs.
• Build executive relationships with finance and accounting leaders to map solutions to their workflows.
• Identify and close expansion opportunities across additional departments and subsidiaries.
• Collaborate cross-functionally to resolve product usability roadblocks and advocate for customer needs.
• Document all activities, pipelines, and forecasts accurately within Salesforce.

Requirements

• Must be based in the United States.
• 2+ years in a quota-carrying account management or sales role with a track record of retention and expansion.
• Proven consultative skills and ability to guide customers toward value-driving decisions.
• Strong written and verbal communication skills for presenting to finance and accounting stakeholders.
• Working knowledge of financial statements (income statement, balance sheet) and their role in business decisions.
• Familiarity with leading accounting or ERP systems such as QuickBooks or NetSuite.

Nice to have

• Experience in SaaS sales, post-sales, or customer success within fintech, payments, or expense management.
• Background partnering directly with finance/accounting teams or prior experience in a finance function.

Culture & Benefits

• 100% paid employee health, dental, and vision plans.
• 401(k) retirement plan, HSA, and FSA accounts.
• Flexible time off, 11+ observed holidays, and wellness days.
• Employee Stock Purchase Program with employee discounts.
• Wellness and fitness initiatives.