Senior Customer Success Manager - Growth Segment (Fintech)

Location: Remote in the United States; New York, NY. Domestic travel may be required up to 25% depending on location. Must be authorized to work in the United States without employer sponsorship.

Compensation: $104,000–$130,000 OTE annually. An alternate range of $114,000–$143,000 OTE may apply in select locations, including the San Francisco Bay Area and New York City Metro Area.

Company

hirify.global develops a front-to-back system of record for investment managers, using real-time data and embedded AI to automate investment-management complexity.

What you will do

• Build trusted relationships with investment and wealth management customers and manage a high-volume account portfolio.
• Coordinate pre-implementation readiness, onboarding, training, workshops, and user enablement.
• Develop account plans that connect product capabilities with customer objectives and drive adoption.
• Manage renewals, retention strategies, upsell and cross-sell opportunities, and customer health risks.
• Partner with Sales, Product, Support, and Customer Experience teams to resolve issues and translate customer feedback into product insights.
• Use data and AI-enabled tools to identify adoption trends, improve workflows, and scale Growth Segment customer support.

Requirements

• 2–4+ years of experience in Customer Success, SaaS account management, consulting, professional services, or a similar customer-facing role.
• Experience managing customer relationships and driving product adoption in a B2B SaaS environment.
• Knowledge of financial markets, institutional and high-net-worth investment lifecycles, investment products, and front-, middle-, or back-office workflows.
• Strong communication, organization, analytical, problem-solving, and prioritization skills.
• Ability to engage end users and executive stakeholders and collaborate across go-to-market, product, and customer experience teams.
• Comfort using AI platforms and agentic workflows to improve productivity and customer engagement.

Nice to have

• Experience with investment management software providers.
• Experience with Excel, Slack, Jira, Confluence, Salesforce, or Pendo.
• Basic understanding of AWS, APIs, and public cloud infrastructure.
• Progress toward or completion of CFA or CAIA certification.
• Experience with customer communities, events, or advocacy programs.

Culture & Benefits

• Transparent, collaborative, high-performing culture with an ownership and growth mindset.
• Unlimited vacation and educational and wellness reimbursements.
• $0-cost employee insurance plans.
• Company stock plan participation, subject to the applicable agreement.
• Career advancement opportunities and a security-first mindset.