Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Managing a portfolio of 45+ clients to ensure product adoption, retention, and expansion with an accent on building long-term relationships and driving customer advocacy. Focus on proactive account health monitoring, identifying upsell opportunities, and collaborating with cross-functional teams to resolve complex customer needs.

Location: Must be based in or able to commute to Plano, Texas (Hybrid: Mon, Tue, Thu in office)

Company

hirify.global is a high-growth, AI-powered fintech platform that automates global payables operations for over 4,000 customers.

What you will do

• Manage a portfolio of 45+ clients post-implementation to drive full product adoption and long-term success.
• Act as the primary point of contact for assigned accounts, proactively addressing issues and identifying growth opportunities.
• Conduct business reviews and provide expert product consultation to enhance customer capabilities.
• Collaborate with Sales, Product, and Implementation teams to action customer feedback and improve the overall experience.
• Monitor account health metrics to prevent churn and drive net dollar retention.
• Provide mentorship and onboarding support to new and existing team members.

Requirements

• 2+ years of experience in customer success or account management, preferably in fintech.
• Strong understanding of SaaS business models and fintech industry.
• Thorough knowledge of accounting principles; CPA or relevant accounting certification is preferred.
• Exceptional communication and interpersonal skills with the ability to engage at all organizational levels.
• Highly organized with a proven ability to build value-driven client presentations.
• Must be able to work from the Plano office on Mondays, Tuesdays, and Thursdays.

Nice to have

• Experience with ERP systems, Gainsight, Zendesk, Salesforce, or Jira.
• Previous project management experience.
• Part-qualified or qualified experience within an accounting practice.

Culture & Benefits

• Competitive salary and stock options.
• Matching 401K and comprehensive health benefits including life and disability insurance.
• Hybrid work model with subsidized lunch on office days.
• Maternity, paternity, and fertility treatment benefits.
• Phone and internet allowance.
• Inclusive culture with multiple Employee Resource Groups (ERGs).