Retirement Client Relationship Manager (Fintech)

TL;DR

Retirement Client Relationship Manager (Fintech): Managing B2B plan sponsors and driving retention through consultative service with an accent on client advocacy and problem-solving. Focus on managing inbound inquiries, proactively addressing at-risk accounts, and collaborating cross-functionally to improve client satisfaction.

Location: Hybrid in Denver, Chicago, Phoenix, or New York (office attendance 2-3 days per week)

Company

hirify.global is a platform that helps small businesses manage payroll, health insurance, 401(k)s, and HR.

What you will do

• Act as the primary partner for B2B plan sponsors, managing inbound inquiries.
• Proactively reach out to at-risk accounts to drive client retention.
• Provide consultative and thoughtful service to ensure high client satisfaction.
• Collaborate cross-functionally to share product feedback and drive business outcomes.
• Apply analytical rigor and empathy to solve complex customer problems.

Requirements

• Must be based in Denver, Chicago, Phoenix, or New York.
• Ability to work from the office approximately 2-3 days per week.
• Strong proficiency in using and evolving fluency with AI tools relevant to the role.
• Experience in B2B client advocacy and relationship management.
• Capacity to balance empathy with analytical problem-solving.

Culture & Benefits

• Competitive base pay, benefits, and equity (RSUs).
• Hybrid work arrangement with physical office spaces in major hubs.
• Inclusive culture focused on supporting the small business economy.
• Environment that encourages AI fluency and continuous technological growth.