Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Compliance SaaS): Own portfolio of strategic financial services accounts, manage customer journeys from onboarding to renewal, and drive retention, expansion, and value realization with an accent on health monitoring, executive relationships, and revenue growth. Focus on leading issue resolution, quarterly business reviews, and cross-functional collaboration to mitigate churn and identify upsell opportunities.

Location: Remote (United States) – must be authorized to work in the US, no visa sponsorship

Salary: $60,000 - $90,000 base (total comp $66,000 - $99,000)

Company

Leading provider of compliance SaaS and consulting services for global financial services sector with 5,000+ clients.

What you will do

• Own portfolio of strategic accounts as central point of contact, proactively manage journeys from onboarding to renewal
• Build executive-level relationships, deliver business reviews, and drive product adoption and customer lifetime value
• Monitor health metrics using Gainsight and Salesforce, analyze performance, and develop growth or mitigation strategies
• Lead escalations, issue resolution, and systemic improvements across departments
• Collaborate with product, sales, onboarding, support, and marketing teams on feedback, strategies, and advocacy
• Manage end-to-end renewals, upsells, expansions, forecasting, and commercial negotiations

Requirements

• 3+ years in Customer Success or Account Management
• Financial services or compliance experience preferred
• Strong skills in persuasion, negotiation, consensus building, empathy, and revenue passion
• Analytical, organized, proactive mindset with project management ability
• Continuous learning desire and leadership to inspire others

Culture & Benefits

• Remote work in the US
• Bonus and benefit offerings based on experience and skill sets
• Focus on values, mission, and wide range of employee perks (details at hirify.global.com/careers)
• Equal opportunity employer