Strategic Account Manager (Fintech)

TL;DR

Strategic Account Manager (SaaS/Fintech): Maintain and grow relationships with key clients in audit and accounting software, driving revenue growth through upselling, cross-selling, and cloud migrations. Focus on conducting business reviews, providing strategic solutions, and collaborating with sales, product, and consulting teams to exceed client objectives.

Location: Remote position available only to applicants residing and eligible to work in the US

Company

hirify.global is a leading Canadian Fintech company providing audit, accounting, and financial reporting software to over 500,000 users across 130 countries.

What you will do

• Cultivate relationships with key clients as primary point of contact for inquiries, escalations, and strategic counsel aligned to their business goals.
• Conduct regular business reviews to assess satisfaction, identify improvements, and uncover growth opportunities.
• Drive revenue through upselling, cross-selling, and cloud solution migrations in collaboration with solution consulting and product teams.
• Monitor client metrics, analyze performance, and provide insights to internal marketing, sales, and product teams.
• Track pipeline, account activity in Salesforce, and report on revenue growth, retention, and satisfaction to senior management.
• Attend industry events, coordinate pilots and implementations, and stay ahead of market trends and competition.

Requirements

• Reside and be eligible to work in the US
• 3+ years as account manager selling SaaS to US public accounting or 3+ years in assurance services as auditor or national office/innovation role at large firm.
• Experience querying Hubspot, Salesforce, ZoomInfo, LinkedIn Nav for opportunities.
• Understanding of technology sales, forecasting, lead development, accounting/financial processes.
• Experience in inside sales, account management, client success; CRM software like Salesforce/HubSpot.
• Bachelor's in sales, business, accounting, finance or related; strong communication, presentation, stakeholder influence skills.

Nice to have

• Prior work in audit/accounting technology industry.
• Experience with sales, campaign, marketing automation solutions.

Culture & Benefits

• Collaborative, inclusive culture valuing ideas and knowledge sharing.
• Flexible remote work and generous time-off for work-life balance.
• Competitive compensation with comprehensive benefits, performance bonuses, and career growth.
• Work with cutting-edge technology on impactful international projects with diverse global team.
• Recognition programs celebrating achievements.