Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Managing and growing relationships with strategic accounts for a financial infrastructure platform for family-run businesses with an accent on retention, account health monitoring, and building a scalable CSM playbook. Focus on designing automated support workflows using AI and conducting on-site visits to customers in agriculture and construction.

Location: Must be based in the US (Hybrid in San Francisco, Denver, New York, or Remote)

Company

hirify.global is a Series A startup rebuilding financial infrastructure for American family-run businesses in agriculture, trucking, and construction.

What you will do

• Own and grow relationships across a book of approximately 300 strategic accounts.
• Create and operationalize the playbook for managing and retaining customer relationships at scale.
• Collaborate with the Product team to ensure strategic customer feedback shapes product development.
• Leverage AI tools to monitor account health and implement proactive outreach strategies.
• Coordinate and execute on-site visits to customer farms and job sites.
• Report on at-risk customers and expansion opportunities to internal stakeholders.

Requirements

• Proven track record of managing and growing a large book of customer relationships with a focus on trust and retention.
• Ability to work in an unstructured environment and build processes from scratch.
• Data-driven mindset with experience creating processes to scale operations.
• Experience using AI tools to automate workflows and increase productivity.
• Strong organizational, project management, and communication skills.
• Must be based in the United States.

Nice to have

• Professional experience in bookkeeping or accounting.
• Affinity or direct experience with agriculture, trucking, construction, or property management industries.

Culture & Benefits

• Competitive salary, health insurance, and 401(k) with matching contributions.
• Flexible vacation time and work hours.
• Remote office stipend or dedicated desk at the NYC or Denver offices.
• Wellness and professional development stipends.
• Culture based on straightforward communication, empathy, and proactive resourcefulness.