Senior Private Equity Customer Success Manager (Fintech)

TL;DR

Senior Private Equity Customer Success Manager (Fintech): Managing portfolios of existing Private Equity Firm customers to ensure product value and drive adoption with an accent on strategic relationship management and revenue expansion. Focus on building adoption roadmaps, navigating complex commercial negotiations, and utilizing AI tools to derive customer insights.

Location: San Francisco, CA

Salary: $153,850 - $181,000 OTE

Company

hirify.global is an end-to-end ERP platform for private markets, connecting founders, investors, and limited partners through software purpose-built for venture capital, private equity, and private credit.

What you will do

• Manage portfolios of PE Firm customers, ensuring maximum value extraction and driving adoption of additional features.
• Build deep, strategic relationships with key decision-makers and high-level PE stakeholders to foster long-term advocacy.
• Monitor account health and deliver data-driven insights through strategic account plans connected to customer goals.
• Lead contract negotiations to secure win-win renewal outcomes and manage complex commercial escalations.
• Identify "white space" opportunities across portfolios to influence cross-sells and upsells toward the ERP vision.
• Collaborate with R&D and Customer Support to synthesize client feedback and directly influence the product roadmap.

Requirements

• 5+ years of enterprise client-facing experience, with a strong preference for backgrounds in Private Equity or Venture Capital.
• Quantitative aptitude and professional polish required to present to clients with sophisticated investment knowledge.
• Proven track record of managing strategic account relationships, negotiation, and facilitation.
• Ability to thrive in fast-paced, dynamic environments and operate effectively in areas of uncertainty.
• Proficiency in leveraging AI tools to optimize workflows and analyze data.
• Must be authorized to work in the United States (E-Verify used).

Culture & Benefits

• Market competitive salary and equity for all full-time roles.
• Comprehensive benefits package including exceptional health and wellness perks.
• Opportunity to work at a company recognized by Fortune, Forbes, and Great Places to Work.
• High-growth culture focused on creating a new category of software for private capital markets.