Client Relationship Manager (Fintech)

TL;DR

Client Relationship Manager (Fintech): Managing retention, client health, and revenue growth for a portfolio of existing insurance clients with an accent on renewal lifecycles and cross-sell opportunities. Focus on building strategic connections with C-level decision-makers and driving product adoption to increase MRR.

Location: Remote (Must be based in the United States)

Salary: $100,000 – $125,000 USD

Company

hirify.global provides a digital payments platform specifically for the insurance industry, combining multi-channel communications with electronic payment processing.

What you will do

• Own the retention, client health, and revenue growth for a portfolio of assigned existing clients.
• Manage the renewal lifecycle and identify opportunities for line-of-business expansion and cross-selling.
• Establish and maintain strategic relationships with C-level and ELT stakeholders to influence business outcomes.
• Conduct regular executive and quarterly business reviews to align product capabilities with client goals.
• Coordinate with Marketing, Sales, and Product teams to improve customer experience and drive brand advocacy.
• Monitor feature adoption post go-live to ensure payment volumes and digital adoption align with expectations.

Requirements

• Minimum 10 years of experience in Enterprise Account Management, Client Success, or relatable insurance roles.
• Must be based in the United States.
• In-depth understanding of Billing, Policy, and/or Claims within the insurance industry.
• Proven ability to engage and influence senior and executive-level stakeholders (C-Suite).
• Bachelor’s degree or equivalent professional experience.
• Ability to travel onsite to customer locations (estimated 25-50% travel required).

Culture & Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement plan.
• Commitment to a solid work/life balance.
• Policy of promoting from within whenever possible.
• Standard work-from-home office setting with a focus on agility and resilience.