Senior Client Success Manager (Fintech)

TL;DR

Senior Client Success Manager (Fintech): Managing the post-sales lifecycle for hirify.global’s largest and most sophisticated clients with an accent on strategic guidance, platform adoption, and retention. Focus on building trusted partnerships with family offices and wealth management firms, driving change management, and advocating for client needs within cross-functional product and services teams.

Location: Must be based in New York, NY and authorized to work in the United States without sponsorship.

Salary: $110,000 - $171,000 (base salary)

Company

hirify.global is a global data and AI platform that unifies portfolio, market, and client data to empower investment professionals with actionable intelligence.

What you will do

• Provide strategic oversight throughout the entire client journey, from implementation to renewal.
• Partner with Account Executives to deliver quarterly business reviews and align on product roadmap and adoption patterns.
• Act as the internal voice of the client to Product Management, Marketing, and Services teams.
• Diagnose client business operations to prescribe appropriate solutions and drive platform utilization.
• Collaborate with cross-functional teams to ensure consistent service delivery and high client satisfaction.
• Engage with senior-level leaders and C-level management to ensure business objectives are met.

Requirements

• 10+ years of experience in a client-facing role (or 5 years with an MBA).
• Must be legally authorized to work in the United States without visa sponsorship.
• Proven track record of managing strategic client segments in wealth management or financial services.
• Strong leadership capabilities with experience cultivating high-performance teams.
• Data-driven mindset with excellent problem-solving and communication skills.
• Bachelor’s degree or equivalent professional experience.

Culture & Benefits

• Commitment to an inclusive environment that values diverse perspectives and backgrounds.
• Focus on core values including acting like an owner, building together, and championing clients.
• Opportunities to drive industry transformation through bold, unconstrained problem solving.
• Support for professional growth and a culture of continuous learning.
• Comprehensive benefits package including bonus and equity components.