Senior Customer Success Manager (Fintech)

TL;DR

Senior Customer Success Manager (Fintech): Managing a portfolio of SMB and mid-market clients to ensure satisfaction, retention, and growth with an accent on platform adoption and strategic relationship building. Focus on collaborating with cross-functional teams to influence product roadmaps and developing scalable processes for a fast-paced startup environment.

Location: Must be based in the U.S.

Salary: $100,000–$130,000 + Equity + Variable Compensation

Company

hirify.global is a fintech platform helping companies reimagine employee benefits through highly customizable and easy-to-use solutions.

What you will do

• Manage a portfolio of SMB and mid-market clients throughout the entire customer lifecycle.
• Drive platform education and adoption through regular check-ins and product training.
• Identify growth opportunities and collaborate with sales on upsell strategies.
• Monitor customer health metrics and proactively address at-risk accounts.
• Communicate customer feedback to product and engineering teams to shape the roadmap.
• Develop scalable processes tailored to the unique needs of SMB clients.

Requirements

• Must be based in the U.S.
• 3-6 years of experience in customer success or account management in SaaS, startup, healthcare, or benefits space.
• Direct experience working in the benefits space.
• Proven track record of managing and growing SMB or midmarket customer accounts.
• Ability to analyze data and business insights to influence stakeholder decision-making.
• Experience working with cross-functional teams and communicating customer behaviors.

Nice to have

• Previous start-up experience.

Culture & Benefits

• 95% coverage of medical, dental, and vision insurance.
• $250 one-time WFH setup stipend.
• $500/year Learning & Development benefit.
• Monthly stipends for cell phone, internet, wellness, and co-working/commuter costs.
• Flexible PTO policy.
• Regular team onsites throughout the year.