Senior Manager - Cash Management Client Success (Fintech)

TL;DR

Senior Manager - Cash Management Client Success (Fintech): Managing end-to-end customer transitions for a major North American bank's corporate and commercial banking portfolio with an accent on product implementation, compliance, and relationship retention. Focus on driving complex account migrations, coordinating cross-functional teams, and ensuring seamless service delivery during bank-initiated structural changes.

Location: Must be based in or able to work on-site in Toronto, Canada

Company

hirify.global Partners is a global management consulting firm providing industry expertise and strategic solutions across 21 sectors to drive business transformation and profitability.

What you will do

• Own the end-to-end transition journey for a portfolio of corporate and commercial banking customers.
• Assess product complexity and manage customer expectations throughout the migration process.
• Coordinate with internal Compliance, KYC, and Sales teams to ensure readiness for implementation milestones.
• Execute post-cutover monitoring and proactive check-ins to ensure service stability.
• Identify and route upsell or cross-sell opportunities to the client's Sales team.
• Contribute to program playbooks by logging objection patterns and process improvement insights.

Requirements

• 12+ years of client-facing experience in Canadian cash and/or treasury management or transaction banking.
• Deep working knowledge of Canadian cash management products (wires, EFT/ACH, lockbox, online banking).
• Hands-on experience with bank-side client onboarding, account opening, and compliance documentation.
• Proven ability to manage complex, multi-stakeholder client situations and drive outcomes without direct authority.
• Must be Canada-based or willing to commit to full-time on-site presence in Toronto.
• Strong written and verbal communication skills for engaging with corporate treasury stakeholders.

Nice to have

• Prior experience in bank-initiated customer migration or branch consolidation programs.
• Understanding of Canadian regulatory frameworks like FINTRAC, OSFI, and CPA Rules.
• Knowledge of cross-border banking structures and US cash management products.
• Professional certifications such as CTP or CACM.

Culture & Benefits

• Competitive base salary with annual discretionary bonus.
• Comprehensive medical, dental, and vision insurance coverage.
• Generous vacation and parental leave policies.
• Access to professional development support and a global consulting network.