Associate Account Manager (Fintech)

TL;DR

Associate Account Manager (Fintech): Supporting account managers in driving revenue growth and managing client portfolios for a global treasury and payments platform with an accent on pipeline development, renewal strategy, and client relationship management. Focus on coordinating cross-functional service delivery, managing change orders, and ensuring consistent customer success across a diverse portfolio of accounts.

Location: New York, USA

Salary: $63,560–$80,412

Company

hirify.global is a global fintech leader providing cloud-based treasury, payments, and risk management solutions to over 3,000 customers worldwide.

What you will do

• Collaborate with account managers to develop and execute territory strategies for revenue maximization.
• Manage smaller dollar transactions, including change orders and user/bank additions.
• Generate and mature sales pipeline through proactive customer interactions and coordinated campaigns.
• Coordinate professional services scope and pricing for ad-hoc client needs.
• Prepare and deliver Quarterly Business Reviews (QBRs) to track goals and plan future objectives.
• Partner with cross-functional teams including Support, Product, and Marketing to ensure a seamless customer experience.

Requirements

• 2-3 years of business experience in customer-facing roles, preferably within SaaS.
• Proficiency in Salesforce or comparable CRM tools.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Excellent communication skills, both oral and written.
• Ability to travel up to 20% for client meetings or events.
• Degree in Finance, Accounting, Treasury, or Business Management preferred.

Culture & Benefits

• Comprehensive health, welfare, and wellbeing benefits package.
• Opportunity for variable compensation including performance bonuses or commissions.
• Long-term incentive programs available.
• Commitment to pay transparency and equal opportunity employment.
• Collaborative team environment focused on innovation and customer outcomes.