Partner Customer Success Manager (Fintech)

TL;DR

Partner Customer Success Manager (Fintech): Managing end-to-end relationships with high-value accounting firms to drive platform adoption and ensure a premium experience with an accent on strategic partnership, retention, and product integration. Focus on coordinating cross-functional teams, resolving complex accounting workflows, and translating partner feedback into product roadmap insights.

Location: Hybrid (3 days in office). Must be based in Atlanta, Mountain View, Plano, or San Diego

Salary: $114,000 – $191,000

Company

hirify.global is a global financial technology platform powering prosperity for small businesses and individuals via products like TurboTax, QuickBooks, and Mailchimp.

What you will do

• Serve as a dedicated strategic partner for high-value accounting firms to maximize platform utilization.
• Manage the end-to-end customer journey from implementation to renewal.
• Collaborate with Sales, Professional Services, and Product teams to resolve partner issues efficiently.
• Conduct regular business reviews and proactive outreach to monitor and ensure firm health.
• Educate partners on platform features and best practices to extract maximum value.
• Analyze success metrics and translate recurring pain points into actionable product roadmap insights.

Requirements

• 7+ years of experience in Customer Success, Account Management, or B2B partner engagement.
• 1+ years of experience in an accounting or bookkeeping environment.
• 2+ years of experience in SaaS, cloud-based enterprise solutions, or financial management platforms.
• Must be based in Atlanta, GA; Mountain View, CA; Plano, TX; or San Diego, CA.
• Proficiency in customer success tools such as Salesforce and Quickbase.
• Ability to travel up to 30% to partner sites.

Nice to have

• Accounting or bookkeeping courses or certifications.
• Experience working within a mid-market environment.

Culture & Benefits

• Competitive compensation package with a strong pay-for-performance rewards approach.
• Eligibility for cash bonuses and equity rewards.
• Comprehensive corporate benefits program for full-time employees.