Manager, Product Success (AI/Fintech)

Location: Denver area, United States; hybrid schedule with 2–3 days in the office required.

Salary: $130,000–$150,000 base annually, plus equity.

Company

hirify.global is an AI assistant for financial advisors used by more than 5,000 firms to automate operational work and help advisors grow their businesses.

What you will do

• Recruit, mentor, and manage a high-caliber team of Product Advisors, setting standards for customer engagement and product expertise.
• Provide actionable feedback, establish development paths, and build a strong customer success operating model.
• Track adoption metrics and develop data-driven strategies and repeatable playbooks with GTM and Product leadership.
• Build scalable onboarding, education, activation, and advisory programs for SMB customers affiliated with large RIAs, broker-dealers, and other financial services firms.
• Monitor a large SMB account portfolio, identify configuration and utilization opportunities, conduct targeted advisory sessions, and partner with Sales and Account Management on expansion.
• Create one-to-many education solutions and collaborate with Product, Implementation, and Marketing on UX, onboarding flows, training, and educational content.

Requirements

• 6+ years of experience in scale customer success, implementation, activation, or a similar field, including 3+ years of direct people leadership experience building and managing a team.
• Creative and systematic thinking, with the ability to scale or automate workstreams over time.
• Proactive problem-solving skills, including identifying trends, uncovering improvement opportunities, standardizing best practices, and using data and reporting to direct strategy.
• Builder mentality and comfort working in a fast-paced, ambiguous, high-growth environment.
• Fluency in modern customer success motions, including 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

• Prior experience in a wealthtech or fintech company or a financial services firm.

Culture & Benefits

• Collaborative, low-ego culture with smart and kind teammates.
• Medical coverage with 100% of the employee premium covered; dental and vision coverage; and FSA matching up to $500 per year.
• Unlimited PTO, paid sick time, and 11 paid holidays.
• Fully paid parental leave: 12 weeks for birthing parents and 6 weeks for non-birthing parents.
• 401(k) with pre-tax and Roth options, company equity, and a MacBook with Google Workspace, Slack, and Zoom.
• Growth opportunities for high performers after six months.

Hiring process

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