Head of Enterprise Customer Success (AI/Fintech)

Location: Remote US; candidates must reside in AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, or WI

Salary: $180,000–$220,000 base salary per year plus equity

Company

hirify.global provides an AI assistant for financial advisors that helps more than 5,000 firms automate operational work and grow their businesses.

What you will do

• Build, recruit, mentor, and manage a high-caliber enterprise customer success team.
• Set the strategy, operating model, metrics, and accountability framework for the function.
• Drive product adoption, utilization, value realization, expansion, and renewals across strategic accounts.
• Develop repeatable customer engagement methodologies, systems, and best-practice playbooks.
• Build relationships with executive stakeholders and act as a trusted advisor during critical adoption and modernization initiatives.
• Partner with Sales, Product, Engineering, and Solutions to align customer needs and influence the product roadmap.

Requirements

• 8+ years of experience in enterprise customer success, strategic consulting, client advisory, or a similar field.
• 4+ years of direct people leadership experience building and managing teams.
• Executive credibility with senior stakeholders in financial services firms.
• Experience building operational frameworks, systems, and change-management practices for customer outcomes.
• Fluency in onboarding, implementation, product activation, value realization, and customer engagement.
• Strong interest in AI and its impact on wealth management and financial services.

Nice to have

• Experience in a wealthtech or fintech company or at a financial services firm.
• Experience operating in a fast-paced, ambiguous, high-growth environment.

Culture & Benefits

• Remote work with employment available in the listed US states.
• Medical, dental, and vision coverage, plus an FSA matching contribution of up to $500 per year.
• Unlimited PTO, paid sick time, and 11 paid holidays.
• Fully paid parental leave of 12 weeks for birthing parents and 6 weeks for non-birthing parents.
• 401(k) with pre-tax and Roth options, company equity, and a provided MacBook.
• Collaborative, low-ego culture with growth opportunities for high performers.

Hiring process

• 30-minute recruiter screen.
• Up to four 45-minute to one-hour video interviews.
• Offer pending background and reference checks; estimated total interview time is approximately five hours.