Sales Strategy Associate (Fintech)

Location: Must be based in or able to commute to New York, NY (Hybrid)

Salary: $70,000 - $80,000

Company

hirify.global is a financial technology company powering the savings economy, providing retirement, education, and healthcare savings solutions to over 350,000 businesses.

What you will do

• Deliver ongoing reporting and analysis for executive leadership regarding strategic initiatives.
• Perform ROI analysis across products, tools, and features to guide organizational priorities.
• Partner with FP&A to manage commission structures, quotas, and financial workflows.
• Analyze sales cycles to identify process improvements and efficiency gains.
• Develop visual analytics and heat maps to evaluate market penetration and growth opportunities.
• Maintain scalable dashboards and reporting tools in Salesforce, Tableau, or Sigma.

Requirements

• Advanced Excel skills with experience building dynamic models and working with large datasets.
• Experience building reporting and extracting data from Salesforce.
• Must be based in New York City for hybrid in-office operations.
• Background in consulting or financial services strategy is highly preferred.
• Proficiency in Tableau or Sigma.

Nice to have

• Experience in high-growth fintech environments.
• Strong presentation skills for drafting strategic memos and decks.

Culture & Benefits

• Comprehensive health benefits and employee wellbeing programs.
• Hybrid work model with access to collaborative office spaces.
• Competitive 401(k) plan.
• Generous time off policies.
• Equity participation in the company.

Hiring process

• Introductory conversations to discuss background and interests.
• Skills or experience-based assessment.
• Virtual or in-person interview panel.
• Reference checks with current or former managers and peers.