Director, Relationship Management (Fintech)

TL;DR

Director, Relationship Management (Fintech): Leading the account management team to drive client retention and expansion for a retirement benefits platform with an accent on strategic frameworks and scalable upselling processes. Focus on implementing data-driven health scoring, predicting churn, and evolving the account management function during rapid growth.

Location: Lindon, Utah

Salary: $175,000 – $180,000

Company

hirify.global is a high-growth fintech company dedicated to making retirement benefits affordable and accessible for small and medium-sized businesses across the United States.

What you will do

• Direct a high-performing account management team focused on client retention and revenue expansion.
• Develop and implement strategic account management frameworks, KPIs, and playbooks for different client segments.
• Create scalable processes to identify and execute upsell opportunities while maintaining exceptional client experiences.
• Partner with Product, Operations, and Sales teams to ensure seamless end-to-end client journeys.
• Implement data-driven health tracking and proactive intervention strategies to predict and prevent churn.
• Oversee quarterly business reviews (QBRs) with key clients to demonstrate ROI and strengthen relationships.

Requirements

• 5+ years of experience leading customer-facing teams in account management, customer success, or sales.
• Proven track record of driving customer retention and satisfaction within a SaaS or technology environment.
• Experience building and scaling high-performing teams during periods of rapid growth.
• Ability to develop strategic account plans and processes that deliver measurable results.
• Experience implementing tools and systems to track customer health and team performance.
• Strong data-driven approach to decision-making and exceptional relationship-building skills.

Nice to have

• Experience with 401(k) administration, retirement plans, or financial industry regulations.
• Track record of scaling a customer success function from startup to growth stage.
• Proficiency with Salesforce or similar CRM platforms.
• Ability to influence the product roadmap based on structured customer feedback.
• Experience managing a mix of remote and in-office teams.

Culture & Benefits

• Competitive 401(k) plan with a dollar-for-dollar employer match up to 4%.
• Premium health, dental, and vision insurance plans.
• Generous time off and parental leave policies.
• Monthly work-from-home and quarterly lifestyle stipends.
• Comprehensive wellness support including Lyra (mental health) and Carrot (fertility).
• Access to financial wellness tools and professionals via Addition Wealth.