Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Building strategic partnerships with clients to ensure maximum value from the hirify.global platform with an accent on retention and digital adoption. Focus on identifying product expansion opportunities and translating client insights into actionable strategies.

Location: Must be based in the US (Remote). Periodic travel to key accounts for onsite meetings or conferences as required.

Salary: $80,000 - $95,000 USD

Company

A fast-growing fintech leader providing SaaS solutions to reduce digital exclusion and simplify payments for essential services.

What you will do

• Build strategic partnerships with a defined group of clients to ensure maximum platform value.
• Guide day-to-day engagement and influence digital adoption programs to strengthen retention.
• Identify upsell and cross-sell opportunities to produce high-quality customer success qualified leads.
• Analyze client business models, goals, and adoption trends to deliver tailored guidance.
• Collaborate across internal teams to resolve client challenges and investigate workflows.
• Utilize Salesforce and internal reporting tools to track performance and inform action plans.

Requirements

• Strong relationship management experience with a track record of driving retention and growth.
• Must be based in the US.
• Proficiency with Salesforce and Microsoft Office tools.
• Experience supporting clients via virtual communication tools (Teams/Zoom).
• Excellent verbal, written, and presentation communication skills.
• Background in electronic billing, payments, or merchant services preferred.

Culture & Benefits

• Comprehensive medical, dental, vision, life, and disability insurance.
• 401(k) plan with company match.
• Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays.
• Paid parental leave, backup care, and tuition reimbursement.
• Mental health resources and Employee Resource Groups (ERGs).