Enterprise Relationship Manager (Fintech)

TL;DR

Enterprise Relationship Manager (Fintech): Owning success of strategic partnerships from revenue generation and retention perspectives with an accent on contract compliance, partner expansion, and cross-functional collaboration. Focus on driving program management, health checks, and delivery of partner-specific initiatives like custom workflows and features.

New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ (hybrid in-office required)

$85K - $100K base + performance bonus + equity (NY metro bands)

Company

Financial technology platform powering retirement, education, and healthcare savings for businesses and individuals across the US.

What you will do

• Own strategic partnerships, ensuring revenue commitments, retention, and prominent hirify.global featuring in partners' channels.
• Proactively expand business relationships and identify revenue opportunities with enterprise partners.
• Collaborate cross-functionally for efficient partner onboarding, implementation, and revenue recognition.
• Drive program management, partnership health checks, and execution of partner-specific projects like custom features.
• Coordinate internal teams to meet SLAs, manage initiatives, and deliver business requirements with timelines.

Requirements

• 3-5 years in client-facing Retirement, Wealth Management, or Client Success roles at Financial Services SaaS company.
• Strong 401(k) industry experience.
• Excellent project management, organizational, communication, and problem-solving skills.
• Self-starter with entrepreneurial spirit, strategic thinking, and senior management collaboration experience.

Nice to have

• Proficiency in Asana, Excel, PowerPoint, Google Workspace.
• Process improvement and independent workload management skills.

Culture & Benefits

• Hybrid office policy across NY, Austin, King of Prussia, Phoenix offices.
• Competitive health coverage, generous vacation, 401(k) plan.
• Employee Wellbeing Committee and flexible workspaces.

Hiring process

• 1-2 initial conversations about hirify.global, experience, interests.
• Skill/experience screen, then virtual/in-person panel interview.
• References check before offer; transparent process via recruiting@hirify.global.com.