Mid Market Customer Success Manager (Fintech)

TL;DR

Mid Market Customer Success Manager (Fintech): Managing and growing a book of mid-market accounts to accelerate the adoption of financial automation solutions with an accent on retention, expansion, and renewal targets. Focus on conducting executive business reviews, optimizing AP/AR workflows, and driving product utilization for CFOs and controllers.

Location: Remote (US) or Hybrid in San Jose, CA or Draper, UT

Salary: $97,600 – $137,800 USD (OTE)

Company

A leading fintech company focused on replacing outdated financial processes with innovative automation tools for businesses of all sizes.

What you will do

• Drive product adoption, expansion sales, and subscription renewals to achieve monthly quotas.
• Manage and retain strategic relationships within an enterprise book of business.
• Monitor customer health and product utilization trends to drive proactive engagement.
• Conduct business reviews and training webinars for controllers and CFOs of mid-market companies.
• Develop deep expertise in hirify.global's products and AP/AR accounting practices.

Requirements

• 2+ years in revenue-owning, customer-facing roles (CSM, AM) within SaaS.
• Proven track record of managing strategic accounts and hitting quotas.
• Ability to translate complex technical concepts into business terms for executives.
• Experience leading cross-functional initiatives to resolve complex projects.
• Proficiency with Salesforce and experience in a metrics-driven environment.
• Must be based in the US to be eligible for payroll and benefits

Nice to have

• Experience in finance/accounting or AP/AR workflows.
• Knowledge of common accounting systems like QuickBooks or NetSuite.
• Experience using Gainsight as a CRM to log customer interactions.

Culture & Benefits

• 100% paid employee health, dental, and vision plans.
• 401(k) retirement plan, HSA, and FSA accounts.
• Flexible time off and 11+ observed holidays and wellness days.
• Employee Stock Purchase Program with discounts.
• Wellness and fitness initiatives.