Client Executive (Fintech)

TL;DR

Client Executive (Fintech): Managing and developing strategic client relationships for insurance programs with an accent on account retention, profitability, and stakeholder advisory. Focus on driving program implementation, conducting data-driven performance reviews, and collaborating with sales teams to secure new business opportunities.

Location: Must reside in the Pacific time zone and be able to work from the office in Texas (Hybrid).

Salary: $115,000–$130,000 + 15% bonus potential.

Company

hirify.global Group is a Fortune 500 holding company specializing in insurance, reinsurance, and investment operations with a global presence.

What you will do

• Manage a designated client portfolio to ensure service excellence and profitable growth.
• Serve as a strategic partner and primary point of contact for executive-level stakeholders.
• Conduct data-driven reviews of client and territory profitability to identify trends and recommend adjustments.
• Lead annual program reviews and present actionable insights to enhance performance.
• Facilitate the full onboarding and implementation process for new accounts.
• Collaborate with sales teams to identify cross-selling opportunities and support new business pursuits.

Requirements

• Must reside in the Pacific time zone.
• US Work Authorization required (no visa sponsorship).
• Bachelor’s degree or equivalent professional experience.
• Minimum 5 years of experience in relationship management or 3+ years in financial institution lending management.
• Willingness and ability to travel extensively, including overnight and occasional weekend travel.
• Valid driver’s license with an insurable driving record.

Nice to have

• Understanding of credit union lending and collection processes.
• Familiarity with Collateral Protection Insurance (CPI) or Property & Casualty Insurance.

Culture & Benefits

• Comprehensive health, dental, and vision insurance plans.
• 401(k) retirement plan with employer match.
• Employee Stock Purchase Plan.
• Paid Time Off (PTO) and corporate holidays.
• Parental leave and disability insurance options.