Senior Account Manager (Fintech)

TL;DR

Senior Account Manager (Fintech): Managing client relationships and implementation for Grant & Aid solutions within the education sector with an accent on consultative support, system configuration, and process optimization. Focus on driving client success through proactive outreach, data-driven reporting, and cross-functional collaboration to ensure high-quality service delivery.

Location: Must be based in the United States

Salary: $50,000–$53,000

Company

hirify.global Business Services provides payment technology, education services, and learning management solutions to institutions and organizations globally.

What you will do

• Provide consultative support during the sales process and lead implementation for Grant & Aid solutions.
• Build and nurture strong client relationships through proactive outreach, training, and daily support.
• Manage awarding functions, supplemental document reviews, and the creation of specialized reports.
• Define and maintain internal procedures and best practices for servicing SGO clients.
• Collaborate with Sales, Product, and IT teams to ensure quality metrics and compliance standards.
• Manage escalated client issues by developing resolution plans and performing root cause analysis.

Requirements

• Must be based in the United States
• Bachelor’s degree in business or related field, or equivalent experience.
• Minimum of two years in a customer service or account management role.
• Advanced proficiency in Microsoft Excel including pivot tables and formulas.
• Experience with integrated AI tools to optimize workflows and client interactions.
• Strong organizational, prioritization, and time management skills.

Nice to have

• Experience with the FACTS Grant & Aid solution.
• Knowledge of tax laws and state tax credit programs.

Culture & Benefits

• Comprehensive benefits including medical, dental, and vision insurance.
• 401(k) plan and student loan repayment assistance.
• Generous earned time off and performance-based incentive pay.
• Tuition reimbursement and employee stock purchase program.
• Robust wellness program and employee assistance services.