Client Solutions Specialist (Fintech)

TL;DR

Client Solutions Specialist (Fintech): Driving the adoption of strategic credit intelligence and workflow solutions by bridging the gap between sales and product teams. Focus on managing complex client trials, synthesizing market feedback to influence product roadmaps, and delivering high-impact, persona-based demonstrations for financial and legal institutions.

Location: Must be based in New York, NY with an in-office requirement of 3 days per week.

Salary: $170,000 – $200,000 base, plus on-target incentive.

Company

hirify.global is a global provider of credit intelligence, data, and analytics serving hedge funds, investment banks, and management consulting firms.

What you will do

• Partner with Account Managers to execute trials and demos for strategic credit and workflow solutions.
• Develop customized trial plans, success criteria, and use cases tailored to specific client workflows.
• Synthesize client feedback into actionable requirements for product owners to inform the roadmap.
• Standardize trial methodologies to create scalable sales enablement playbooks.
• Collaborate with Marketing to refine messaging and positioning based on real-world adoption wins.
• Maintain deep expertise in competitive landscapes and industry trends within the credit and legal sectors.

Requirements

• Minimum 8 years of experience in a client-facing role within fintech, legal tech, or professional services.
• Minimum 5 years of deep credit, market, or legal expertise gained at financial or legal institutions.
• Proven ability to understand complex financial workflows and articulate value propositions.
• Experience with new product introductions or significant feature launches.
• Exceptional presentation and communication skills with a focus on persona-based demonstrations.
• Bachelor’s degree in Finance, Economics, Business, Law, or a related field.

Culture & Benefits

• Competitive health benefits, matched 401k, and pension plans.
• Generous parental leave and PTO.
• Gym subsidies and educational reimbursements for career development.
• Inclusive and diverse work environment focused on high-performance and innovation.