Sr. Client Success Manager (Fintech)

TL;DR

Sr. Client Success Manager (Fintech): Managing the post-sales lifecycle for high-net-worth and institutional investment firms with an accent on strategic guidance, adoption success, and account retention. Focus on driving platform utilization, partnering with cross-functional R&D and sales teams, and advocating for client needs to shape the AI-powered product roadmap.

Location: New York, NY. Applicants must be legally authorized to work in the United States without sponsorship.

Salary: $110,000 - $171,000 (base salary) + bonus + equity

Company

hirify.global is a global data and AI platform empowering investment professionals to manage complex financial portfolios through actionable intelligence.

What you will do

• Manage the complete post-sales lifecycle for Key & Strategic clients, including Single Family Offices and Multi-Family Offices.
• Drive platform adoption, growth, and account retention through strategic partnership and guidance.
• Conduct quarterly business reviews with Account Executives to align on priorities, optimization opportunities, and product roadmaps.
• Act as the internal voice of the client, collaborating with Product Management, Marketing, Support, and Finance teams.
• Diagnose client business operations and prescribe appropriate platform solutions and services to ensure happiness.
• Interact with senior leaders and C-level management to ensure Go-To-Market (GTM) objectives are met.

Requirements

• 10+ years of experience in a client-facing role, or 5 years of experience combined with an MBA.
• In-depth knowledge of the strategic client segment, including Wealth Management and Family Offices.
• Legal authorization to work in the US without current or future visa sponsorship (e.g., H-1B, F-1/OPT).
• Strong problem-solving, communication, organization, and time leadership skills.
• Minimum of a Bachelor’s Degree or equivalent professional experience.
• Proven track record of being data and metric-driven in a client success capacity.

Culture & Benefits

• Competitive market-based pay including base salary, bonus, and equity.
• Comprehensive corporate benefits package.
• Ownership-driven culture focusing on innovation, collaboration, and embracing learning.
• Inclusive and diverse work environment with equal opportunity employment.