Customer Success Manager/Implementation Consultant (Fintech)

TL;DR

Customer Success Manager/Implementation Consultant (Fintech): Leading customers through onboarding and end-to-end implementation of Procure-to-Pay workflows with an accent on solution design and ERP integration. Focus on configuring scalable systems, navigating multi-stakeholder environments, and ensuring long-term adoption post-go-live.

Location: Hybrid in Mountain View, CA (Office attendance required Tuesday, Wednesday, and Thursday)

Salary: $80,000–$95,000 base + bonus

Company

hirify.global is an AI-driven financial operations platform revolutionizing the procure-to-pay (P2P) lifecycle for over 1,800 customers.

What you will do

• Lead in-depth discovery sessions to analyze customer business processes, ERP environments, and AP workflows.
• Own the full onboarding lifecycle from kickoff to go-live, managing timelines, dependencies, and risks.
• Configure the platform to support customer workflows while ensuring scalability and alignment with best practices.
• Act as a trusted advisor, recommending optimal solution paths and guiding customers through the stabilization period.
• Manage communication across multiple stakeholders in accounting, IT, and executive leadership.
• Collaborate cross-functionally with Sales, Product, and Support to advocate for customer needs.

Requirements

• 3–5 years of experience in post-sales implementation, onboarding, or professional services within B2B SaaS.
• Proven track record of owning complex end-to-end implementations in multi-stakeholder environments.
• Hands-on experience with ERP systems such as NetSuite, Sage, or similar platforms.
• Strong project management skills with a disciplined approach to prioritization and execution.
• Consultative mindset with the ability to challenge existing workflows to deliver scalable solutions.
• Must be based in or able to work from the Mountain View, CA office on a hybrid schedule.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) plan with employer match.
• Access to advanced AI tools, including ChatGPT Enterprise, for daily productivity.
• Hybrid work model providing flexibility outside of core office days.
• Modern, open-concept workspace within a dynamic scale-up culture.
• Strong leadership support with opportunities for personal and professional growth.