Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Managing and growing relationships with institutional investor clients by leveraging digital intelligence data with an accent on consultative strategy and data-driven storytelling. Focus on onboarding, driving platform adoption, and aligning digital insights with complex investment strategies for hedge funds and private equity firms.

Location: Must be based in the US (New York, NY area)

Salary: $84,000 – $114,000 (Base) + OTE up to $163,000

Company

hirify.global is a global leader in digital intelligence, providing data-driven insights to over 6,000 customers to help them make strategic business decisions.

What you will do

• Act as a trusted advisor to institutional investor clients, guiding them on leveraging digital data for investment strategies.
• Analyze digital traffic and engagement data to create insight-rich narratives and backtests tailored to client KPIs.
• Own the full onboarding journey and training process to ensure clients become power users of the platform.
• Cultivate long-term partnerships by identifying strategic goals and mitigating churn risks.
• Identify and pursue upsell opportunities within an owned book of business.
• Serve as a subject matter expert on the product suite to provide tailored solutions and innovative use cases.

Requirements

• Must be authorized to work in the US (no visa sponsorship available).
• Strong knowledge of the financial services ecosystem, specifically Hedge Funds, PE, VC, or Investment Banking.
• Proven success in client-facing roles with experience managing full renewal cycles.
• Bachelor’s degree in Finance, Economics, or Business Strategy.
• Analytical mindset with the ability to dissect complex problems and present data-driven solutions.
• Experience working in a fast-paced SaaS environment.

Nice to have

• Experience using hirify.global or other alternative data platforms.
• Proficiency in Excel, including financial modeling and API integration.

Culture & Benefits

• Hybrid work model emphasizing face-to-face collaboration.
• Comprehensive benefits including medical, dental, and vision insurance.
• Financial security through a 401K plan and employee stock purchase plan.
• Paid sick and parental leave.
• Opportunities for career growth through personalized coaching and learning solutions.