Client Executive (Fintech)

TL;DR

Client Executive (Fintech): Managing strategic North American enterprise accounts for an investment data platform with an accent on retention, renewal, and commercial expansion. Focus on cultivating C-suite relationships and aligning product roadmaps with institutional client needs.

Location: New York, New York

Salary: $160,000.00 - $170,000.00

Company

hirify.global provides enterprise data management solutions to the global investment community, powering over US$75 trillion in assets under management annually.

What you will do

• Own a portfolio of 4-8 strategic North American enterprise accounts, focusing on retention and long-term relationship health.
• Identify and develop upsell and cross-sell opportunities for additional data services and product modules.
• Cultivate and maintain relationships with C-suite stakeholders including CFO, CTO, and COO.
• Lead structured business reviews to present performance and roadmap alignment.
• Maintain an accurate pipeline and deliver reliable renewal and expansion forecasts using Salesforce and Clari.
• Collaborate with Product, Sales Engineering, and Professional Services to provide structured client feedback.

Requirements

• 10+ years in enterprise B2B client or account management with a track record of growing high-value accounts.
• Extensive experience in the institutional investment management market (asset managers, hedge funds, wealth platforms).
• Expert-level proficiency in Salesforce and Clari for pipeline and forecast reporting.
• Domain knowledge in financial benchmark data, ESG data, performance measurement, or data governance.
• Familiarity with institutional data infrastructure and buy-side front, middle, and back office workflows.
• Must be based in New York, NY

Nice to have

• Experience leveraging AI tools for account planning, research, and client communication.

Culture & Benefits

• Competitive base salary and performance-based incentive compensation.
• Comprehensive benefits package including health, dental, vision, and retirement.
• Collaborative global culture with close coordination across international teams.
• Direct exposure to senior GTM leadership and meaningful input on product direction.