Senior Enterprise Customer Success Manager (Fintech)

TL;DR

Senior Enterprise Customer Success Manager (Fintech): Managing high-value relationships for top-tier private market clients with an accent on liquidity, NDR, and customer satisfaction. Focus on driving product adoption, leveraging AI-driven workflows for proactive engagement, and navigating complex enterprise account configurations.

Location: San Francisco, CA (US-based role)

Salary: $153,000–$181,000 (SF and NY)

Company

hirify.global is an end-to-end ERP platform for private markets, connecting founders, investors, and limited partners through world-class software.

What you will do

• Own the success and health of assigned strategic clients to increase engagement and mitigate churn.
• Develop deep relationships with key stakeholders, acting as a trusted advisor and internal voice of the customer.
• Drive product adoption and usage throughout the customer journey, including training on MCP plugins.
• Build and utilize custom AI-powered workflows to anticipate needs and uncover strategic opportunities.
• Lead discovery around private liquidity and IPO advisory to engage clients with service offerings.
• Collaborate with R&D and support teams to resolve issues and provide feedback for product improvement.

Requirements

• Proven experience in customer success, preferably within a SaaS environment.
• Strong verbal and written communication skills with the ability to explain complex concepts.
• Experienced negotiator with high EQ, capable of managing large renewals with procurement and finance teams.
• Strong fluency in modern AI systems and comfort navigating technical environments like CLIs, APIs, and MCPs.
• High tolerance for ambiguity and ability to manage multiple priorities in a dynamic environment.
• Must be authorized to work in the United States (E-Verify used).

Nice to have

• Prior experience in venture capital or private equity.
• Exposure to complex product offerings.
• Certified Equity Professional (CEP) certification.
• Experience with customer success platforms like Gainsight, Catalyst, or Churn Zero.

Culture & Benefits

• Market competitive salary and equity for all full-time roles.
• Exceptional benefits package and commission plans for applicable roles.
• Collaborative, cross-departmental work environment.
• Focus on professional growth and strategic impact in the private market infrastructure space.