Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Managing a portfolio of prestigious clients to drive value realization and platform adoption with an accent on financial planning, budgeting, and forecasting processes. Focus on building scalable success strategies, fostering long-term partnerships, and collaborating cross-functionally to ensure account renewals and expansion.

Location: Remote (North America)

Salary: $95,000 - $115,000 USD per year

Company

hirify.global is a pioneer in financial performance management cloud software, helping businesses streamline planning, budgeting, and analytics with AI-driven capabilities.

What you will do

• Manage a diverse portfolio of clients to establish value-driven, outcomes-focused partnerships.
• Provide consultative guidance on the best use of the platform to meet financial planning objectives.
• Collaborate with sales, product, and engineering teams to drive client success and identify expansion opportunities.
• Develop and execute scalable, repeatable processes to ensure consistent client satisfaction.
• Act as the Voice of the Customer to communicate needs and opportunities to internal stakeholders.
• Utilize data to identify risks and opportunities within customer adoption.

Requirements

• 5+ years of experience in a client-facing Customer Success role within Financial Software.
• Must be based in North America.
• Strong understanding of finance, financial planning, reporting, and consolidation processes.
• Proficiency in Gainsight, Salesforce, and G-Suite.
• Demonstrated ability to influence stakeholders and consult on business process or technical problems.
• Excellent communication, presentation, and facilitation skills.

Nice to have

• Experience with AI tools including ChatGPT.
• Experience working in a SaaS environment.

Culture & Benefits

• Comprehensive benefits including home office setup and monthly wifi/cell phone reimbursements.
• Generous leave policies including volunteer days, birthday PTO, and wellness days.
• Family support benefits including maternity/paternity leave perks.
• Company-wide mentorship program and executive sponsorship.
• Active Employee Resource Groups and regular team-specific offsites.