Client Engagement Manager (Fintech)

TL;DR

Client Engagement Manager (Fintech): Managing client implementations and onboarding across banking, expense management, and accounting integrations with an accent on project delivery, product adoption, and customer communication. Focus on coordinating multiple stakeholders, simplifying complex product concepts, improving implementation processes, and translating customer feedback into product improvements.

Location: On-site in San Francisco, United States

Salary: $115,000–$125,000 base salary; $140,000–$155,000 OTE.

Company

hirify.global provides a connected banking platform for startups, combining accounts, cards, expense management, bill payments, accounting, and human support.

What you will do

• Manage implementation projects from inception through completion, ensuring client goals and timelines are met.
• Serve as the primary client contact during implementation, communicating status and resolving concerns.
• Train clients and support adoption of banking, expense management, and accounting products.
• Gather client and internal feedback to improve implementation processes and best practices.
• Collaborate with Sales, Account Management, Operations, Technical, Product, and Engineering teams.
• Support product launches and recommend product improvements based on customer needs.

Requirements

• Bachelor’s degree.
• 2+ years of experience in customer-facing implementation or onboarding, preferably in a fast-paced SaaS or B2B environment.
• Experience managing multiple projects and stakeholders effectively.
• Exceptional communication and presentation skills, including the ability to simplify complex concepts.
• Strong client relationship-building and customer service skills.
• Strong analytical skills, a growth mindset, and a continuous improvement orientation.

Culture & Benefits

• On-site work within a fast-growing fintech company.
• Equity compensation.
• Healthcare benefits.
• Paid time off.