Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Managing a portfolio of mortgage lenders to drive platform adoption, renewals, and expansion with an accent on relationship management and ROI demonstration. Focus on educating clients on Agentic AI capabilities, identifying upsell opportunities, and acting as the internal voice of the customer to Product and Engineering teams.

Location: Must be based in the United States

Salary: $100,000 – $150,000 USD annually

Company

hirify.global provides a comprehensive digital mortgage platform designed to optimize loan origination and business efficiency for financial institutions.

What you will do

• Manage a portfolio of banks, credit unions, and IMBs throughout the post-implementation lifecycle.
• Ensure 100% contract renewal and proactively mitigate at-risk accounts.
• Conduct regular business reviews to demonstrate platform ROI and align on future roadmaps.
• Identify and close upsell opportunities for new modules and expanded platform capabilities.
• Educate clients on advanced features, including Agentic AI workflows and automation tools.
• Serve as the internal advocate for client feedback to influence Product and Engineering priorities.

Requirements

• Must be based in the United States
• Experience working with mortgage lenders and knowledge of the loan origination process.
• Proven ability to retain and grow a book of business through relationship management.
• Experience navigating multi-stakeholder organizations from operations to C-level.
• Strong communication skills with the ability to present to senior audiences.
• Experience identifying and closing upsell or expansion opportunities.

Nice to have

• 4+ years of experience in Customer Success or Account Management within enterprise SaaS or fintech.
• Direct experience with LOS platforms or mortgage technology software.
• Familiarity with AI-powered automation and explaining technical features to non-technical stakeholders.
• Experience working with regulated financial institutions and compliance sensitivities.

Culture & Benefits

• Competitive compensation package with additional commission structure.
• Opportunity to work with cutting-edge Agentic AI in the mortgage space.
• Collaborative environment working across Sales, Product, and Implementation teams.
• Focus on professional growth and client advocacy within a specialized financial technology sector.