Head of Sales & Client Success (Fintech)

TL;DR

Head of Sales & Client Success (Fintech): Leading revenue growth and scaling sales and client success teams for a banking-integrated wealth platform with an accent on B2B SaaS sales leadership, client retention, and operational discipline. Focus on building predictable pipeline and renewal processes, developing client health systems, and strengthening collaboration across product, technology, and marketing.

Location: Hybrid work from the Nashville, Tennessee office, with up to 30% domestic travel for client meetings and events.

Company

hirify.global provides a banking-integrated wealth platform that unifies financial data and supports wealth management, digital banking, CRM, and analytics experiences.

What you will do

• Lead, coach, and develop the sales and client success organizations, including performance management and career development.
• Drive predictable revenue growth through pipeline reviews, forecasting, activity metrics, and operating cadence.
• Build and improve sales and client success playbooks covering onboarding, adoption, retention, renewal, and expansion.
• Monitor client health, identify retention and renewal risks, and improve engagement and long-term client value.
• Report pipeline, retention, account health, and market insights to executive leadership.
• Collaborate with Product, Technology, and Marketing teams and represent the business at conferences and client events.

Requirements

• 3+ years of B2B SaaS sales leadership experience.
• Experience managing or mentoring individual contributors in sales or client success.
• Demonstrated success building, documenting, and implementing scalable sales and client success processes and playbooks.
• Experience managing complex, multi-stakeholder client relationships.
• Proficiency with CRM platforms, preferably HubSpot, and structured pipeline management, forecasting, and performance measurement.
• Bachelor’s degree required; strong analytical, executive communication, relationship-building, and organizational skills.

Nice to have

• MBA or equivalent experience.

Culture & Benefits

• Hybrid work from a downtown Nashville office.
• Equity participation.
• Flexible or unlimited paid time off.
• Company-funded HSA and comprehensive health, dental, and vision benefits.
• 401(k) with company match and paid downtown Nashville parking.