Senior Associate, Account Manager (Fintech)

TL;DR

Senior Associate, Account Manager (Fintech): Managing and retaining relationships with high-value ARR clients and pooled plans with an accent on proactive service, issue resolution, and platform product expansion. Focus on streamlining account management operations, facilitating cross-functional collaboration, and ensuring exceptional client satisfaction within a hybrid work environment.

Location: Must be based in or able to work from New York, NY, Austin, TX, or King of Prussia, PA (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

• Manage and retain relationships with top ARR clients and pooled plans, ensuring post-onboarding needs are met.
• Collaborate with internal teams to resolve client issues and identify opportunities for product expansion.
• Conduct proactive outreach to gather client feedback and represent the voice of the customer internally.
• Create processes, playbooks, and resources to streamline account management operations.
• Serve as a primary point of contact for inbound inquiries, ensuring timely follow-ups and accurate documentation.
• Support cross-functional teams and provide coverage across service departments as needed.

Requirements

• Must be based in or able to work from New York, NY, Austin, TX, or King of Prussia, PA.
• College degree or equivalent customer service experience.
• 2-4 years of retirement industry experience preferred.
• Proficiency with Excel, Google Sheets, Word, and Google Docs.
• Strong organizational skills with the ability to manage multiple work streams simultaneously.
• Commitment to superior customer service and ability to handle high-volume inquiries.

Culture & Benefits

• Comprehensive health benefits and employee wellbeing programs.
• Competitive 401(k) plan.
• Generous time off policies.
• Hybrid work model with collaborative office environments.
• Equity participation for new hires.

Hiring process

• 1-2 introductory conversations to discuss background and interests.
• Skills or experience-based assessment.
• Virtual or in-person interview panel.
• Reference check with current or former manager and a peer.