Customer Success Manager (AI Fintech)

TL;DR

Customer Success Manager (AI Fintech): Managing enterprise relationships for an AI platform used by investment banks, private equity firms, and investment companies with an accent on adoption, measurable ROI, retention, and account expansion. Focus on planning executive business reviews, managing renewals, analyzing customer health metrics, and identifying strategic upsell opportunities.

Location: London, United Kingdom; onsite

Company

hirify.global develops enterprise AI products that transform financial workflows for leading investment banks, private equity funds, and investment firms.

What you will do

• Manage a portfolio of enterprise accounts from initial adoption through value realization, retention, and expansion.
• Serve as the primary contact for users and executive stakeholders using a consultative approach.
• Plan and lead quarterly business reviews, align stakeholders on goals and roadmaps, and track next steps.
• Own renewal forecasting, stakeholder alignment, churn-risk mitigation, and customer health plans.
• Develop account strategies, stakeholder maps, KPIs, adoption milestones, and mutual action plans.
• Identify upsell opportunities, advocate for customer needs, and relay product feedback to product and engineering teams.

Requirements

• At least 3 years of experience in customer-facing roles such as customer success or account management, preferably in enterprise financial technology.
• Alternatively, 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund.
• Experience analyzing customer performance metrics and delivering strategic recommendations to improve business outcomes.
• Ability to manage customer relationships, renewal discussions, and upsell conversations.
• Strong communication, presentation, strategic planning, relationship management, and stakeholder-influencing skills.
• Excellent project management, organization, attention to detail, ownership, and follow-through across multiple workstreams.

Nice to have

• High-volume client-facing experience in the AI sector.
• Early experience at a hyper-growth startup.
• Direct experience in banking, private equity, or a related finance role.

Culture & Benefits

• Work in a fast-paced startup environment focused on ambitious, technically demanding problems in AI and finance.
• Collaborate with a highly experienced team spanning AI and financial services.
• Take ownership of meaningful work used by sophisticated financial institutions.
• Contribute to products built at the frontier of AI capabilities and trusted by enterprise users.