Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Managing a portfolio of high-growth B2B SaaS clients to optimize their contract-to-cash lifecycle with an accent on AR workflows, financial system integrations, and data-driven account strategy. Focus on driving NRR/GRR, leading executive business reviews, and acting as a key liaison between finance stakeholders and internal product teams.

Location: Must be based in New York City, NY (On-site 5 days a week)

Salary: $120,000 – $165,000 + Equity

Company

hirify.global is an AI-native revenue platform automating the contract-to-cash lifecycle for modern finance and accounting teams.

What you will do

• Manage a portfolio of customers as the primary point of contact for adoption, escalations, and renewals.
• Drive customer success outcomes including reduced DSO, increased automation adoption, and measurable ROI.
• Deliver onboarding, training, and enablement to finance and AR teams.
• Proactively identify and resolve product, process, and data issues in coordination with Support and Engineering.
• Synthesize customer feedback and feature requests to influence product development.
• Use SQL and BI tools to monitor account health and identify expansion opportunities.

Requirements

• 5+ years of experience in customer success or account management at a B2B SaaS company.
• Track record of owning a book of business and driving measurable outcomes like NRR and GRR.
• Experience leading executive business reviews and renewal conversations with finance stakeholders.
• Working knowledge of accounts receivable, B2B invoicing, and collections workflows.
• Hands-on experience with financial systems (QuickBooks, NetSuite, ERP) and CRMs (Salesforce, HubSpot).
• Data-driven mindset with experience using SQL and BI tools to measure account impact.

Nice to have

• Experience supporting finance, AR, or operations personas.

Culture & Benefits

• Competitive compensation with equity.
• Unlimited PTO and 12 weeks of parental leave.
• Up to 100% employer-covered healthcare premiums (medical, dental, vision).
• 401k plan and tax-free commuter benefits.
• Daily lunch provided via Sharebite.
• Free One Medical membership and Employee Assistance Program.