Customer Success Advocate (Fintech)

TL;DR

Customer Success Advocate (Fintech): Managing a portfolio of strategic clients to drive value realization and platform adoption with an accent on financial planning software expertise. Focus on building strong executive relationships, ensuring account renewals, and collaborating with Sales to identify expansion opportunities.

Location: Must be based in the US (Remote)

Salary: $60,000 - $70,000 USD per year

Company

hirify.global is a pioneer in financial performance management cloud software, helping businesses streamline planning, budgeting, and analytics globally.

What you will do

• Manage a portfolio of strategic clients to establish value-driven, outcomes-focused partnerships.
• Collaborate with senior-level leaders cross-functionally to drive client success and satisfaction.
• Define and execute scalable, repeatable processes to ensure high-quality client experiences.
• Leverage consultative skills to maximize client value and expand the use of the platform.
• Partner with Sales to identify and execute on new business opportunities within existing accounts.
• Provide high-quality written and verbal communications, including regular business reviews.

Requirements

• Must be based in the US
• 3+ years of experience in a client-facing Customer Success Manager role within Financial Software.
• Strong understanding of Finance, financial planning, and reporting processes.
• Proficiency in Microsoft Office Suite and Google Workspace.
• Demonstrated ability to influence stakeholders and consult on technical or business process problems.
• Experience working in a SaaS environment.

Nice to have

• Experience with Salesforce and Gainsight.

Culture & Benefits

• Comprehensive wellness program including quarterly Wellness Days and volunteer time off.
• Supportive parental leave benefits including meal deliveries and diaper supply.
• Company-wide mentorship program with executive sponsorship.
• Regular in-person team offsites and culture events.
• Home office setup support and monthly wifi/cell phone reimbursements.