Customer Success Manager (Fintech)

Location: Washington, District of Columbia, USA; hybrid work with four days in the office and Wednesdays working from home.

Company

hirify.global provides finance, marketplace, and AI products for private medical practices.

What you will do

• Manage a portfolio of 100+ SMB private-practice customers, owning consumption, retention, and net revenue expansion.
• Monitor usage data, unblock low-spend accounts, and drive consistent adoption across finance, marketplace, and AI products.
• Identify churn risks, execute structured save motions, and build durable customer usage habits.
• Drive upsell, cross-sell, new product adoption, and customer behavior change through phone, SMS, and email outreach.
• Design, test, and scale data-driven customer success playbooks using segmentation and experimentation.
• Partner with sales, product, marketing, and teams across time zones to improve onboarding, handoffs, and product features.

Requirements

• Approximately 5+ years of Customer Success or Account Management experience in a high-velocity SMB or middle-market environment.
• Experience owning a large book of business with performance metrics such as GDR, NDR, and consumption.
• Strong communication skills, including high-volume phone-based outreach and the ability to simplify complex financial and technology concepts.
• Data-driven operator mindset with comfort using systems, workflows, and experimentation to drive outcomes.
• Demonstrated grit, tenacity, goal orientation, and cross-functional collaboration skills.
• Bachelor’s degree or equivalent from an accredited institution.

Culture & Benefits

• Equity participation for employees.
• Competitive salary based on experience and contributions.
• Comprehensive health, vision, and dental insurance options.
• Employer 401(k) matching.
• Hybrid work policy with one designated work-from-home day per week.