Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Managing a dedicated book of Mid-Market customers for QuickBooks Money to drive feature adoption and long-term value with an accent on financial services and consultative relationship management. Focus on identifying customer pain points, developing success roadmaps, and collaborating across internal teams to ensure retention and growth.

Location: Must be based in Frisco, Texas; Atlanta, Georgia; Mountain View, California; or San Diego, California

Company

hirify.global is a global financial technology platform that powers prosperity for millions of customers through products like TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Manage a dedicated book of Mid-Market customers, taking responsibility for their overall success and retention.
• Build and foster relationships with key decision-makers and stakeholders using a consultative approach.
• Lead strategy conversations to help customers derive maximum value from QuickBooks Money and other financial services.
• Define success metrics for customers, produce detailed roadmaps, and monitor health to create risk mitigation plans.
• Collaborate with Sales, Marketing, and Product teams to advocate for customer needs and resolve complex inquiries.
• Identify and qualify growth opportunities within the install base to increase product adoption and ensure retention.

Requirements

• 3+ years of experience in customer success, with at least 2 years managing a dedicated book of business in the mid-market space.
• Required knowledge of financial services (payment processing, money movement, spend management) or Payroll/Workforce Management solutions.
• Strong negotiation skills and comfort navigating financial conversations and handling cancellations.
• Excellent written, verbal, and presentation skills for interacting with key influencers.
• Ability to thrive in a fast-paced environment with high attention to detail and prioritization skills.
• Willingness to travel up to 15%.

Nice to have

• Experience with B2B SaaS and financial software.
• Proficiency with Salesforce, Gainsight, or other CRM and Customer Success platforms.

Culture & Benefits

• Competitive compensation package with a strong pay-for-performance rewards approach.
• Eligibility for cash bonuses and equity rewards based on applicable plans.
• Comprehensive benefits package for full-time employees.
• Opportunity to be a founding team member helping to define program motions and customer needs.