Senior Manager, Customer Success (Fintech)

TL;DR

Senior Manager, Customer Success (Fintech): Leading and scaling the QuickBooks Money Customer Success team for high-value mid-market B2B clients with an accent on driving adoption, retention, and expansion. Focus on designing strategic initiatives, optimizing onboarding processes, and improving customer health scores for complex business operations.

Location: Onsite in Atlanta, GA; Frisco, TX; Mountain View, CA; New York, NY; or San Diego, CA

Salary: $142,000–$233,000 (depending on location)

Company

hirify.global is a global financial technology platform powering prosperity for approximately 100 million customers worldwide through products like TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Lead, mentor, and develop a team of Customer Success Managers to align with company goals and industry best practices.
• Drive adoption, retention, and expansion for mid-market businesses by developing scalable engagement strategies and optimizing onboarding.
• Implement operational frameworks and performance metrics to increase the efficiency of CSM teams.
• Collaborate cross-functionally with Sales, Product, and Support to ensure a seamless customer journey for clients with complex operations.
• Advocate for customer needs and provide insights to product teams to influence enhancements in automation and compliance reporting.
• Oversee high-priority customer escalations to ensure rapid resolution and long-term satisfaction.

Requirements

• 7+ years of experience leading client success teams focusing on mid-market B2B clients.
• 5+ years of experience managing clients with service offerings in Payments, Bill Pay, Lending, or Payroll/Workforce Management.
• Proven track record of building and scaling high-performing teams in high-growth environments.
• Experience in strategic planning, process optimization, and change management.
• Exceptional communication and stakeholder management skills.
• Ability to use analytics and performance metrics for data-driven decision-making.

Culture & Benefits

• Competitive compensation package with a strong pay-for-performance rewards approach.
• Eligibility for cash bonuses and equity rewards.
• Comprehensive corporate benefits program.
• Culture of innovation, collaboration, and continuous professional growth.