Partner Customer Success Manager (Accounting)

TL;DR

Partner Customer Success Manager (Accounting): Managing the end-to-end journey for a portfolio of high-value accounting firms as a dedicated strategic partner and trusted advisor with an accent on fostering deep, lasting relationships and driving platform adoption. Focus on complex integrations and implementations to ensure a seamless, premium VIP experience.

Location: Atlanta, Georgia; Mountain View, California; Plano, Texas; San Diego, California. This is a hybrid role that will require 3 days in office.

Salary: Atlanta/Plano: $114,000-$154,500; San Diego: $126,000-$170,500; Mountain View: $141,000-$191,000

Company

hirify.global is the global financial technology platform that powers prosperity for the people and communities we serve.

What you will do

• Serve as a dedicated strategic partner, ensuring accounting firms fully leverage hirify.global’s platform to meet their needs.
• Manage the end-to-end firm experience from implementation to renewal, connecting the right teams to ensure a cohesive and high-quality experience.
• Act as an accountant advocate, anticipating challenges and coordinating with internal teams to resolve issues efficiently.
• Drive ongoing product education for firms on platform features, product capabilities, and best practice, helping them extract maximum value.
• Monitor key success metrics including support KPIs, usage trends, and subscription growth / attrition indicators to identify expansion and retention opportunities in partnership with the Sales team.
• Capture and translate recurring product pain points into roadmap insights, advocating for enhancements that improve the accountant experience.

Requirements

• 7+ years of experience in Customer Success, Account Management, or B2B client or partner engagement.
• Working understanding of accounting and bookkeeping fundamentals and accounting firm workflows, with 1+ years experience in an accounting/bookkeeping environment.
• Strong background in accounting or bookkeeping, with a preference for experience in a mid-market environment.
• Proven track record of driving product adoption, improving retention, and delivering business value within a large-scale matrixed organization.
• Data-driven mindset with proficiency in customer success tools (e.g., Quickbase, Salesforce) and analytics dashboards.
• Excellent communication and relationship management skills, capable of guiding Accounting Firms at all levels.
• 2+ years experience in SaaS, cloud-based enterprise solutions, or financial management platforms.
• Ability to work cross-functionally with Sales, Professional Services, and Product Support teams to drive seamless Accountant experience.
• Accounting or bookkeeping courses or certifications preferred.
• Up to 30% travel time to partner sites

Culture & Benefits

• Competitive compensation package with a strong pay for performance rewards approach.
• Eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs.