SMB Account Manager

Location: Remote, United States

Salary: $100,000–$120,000 annual base salary plus variable OTE; equity offered

Company

hirify.global provides an AI-enabled, end-to-end estate planning platform for financial institutions and more than 1,000 wealth management firms.

What you will do

• Maintain and grow relationships with small and medium-sized clients throughout the contract lifecycle.
• Lead client handoffs, onboarding, adoption activities, business reviews, renewals, expansions, and cross-selling.
• Collaborate with clients to execute goals and KPIs and increase customer advocacy.
• Develop account management processes and procedures with Marketing, Sales, Product, and other departments.
• Escalate client issues, coordinate resources, and support partner issues through resolution.
• Manage account data, activities, opportunities, and notes in Salesforce and ChurnZero.

Requirements

• 1–3+ years of experience driving SaaS adoption and expansion with SMB accounts.
• Experience in customer rapport, issue resolution, recurring-revenue business models, and client relationship management.
• Strong analytical thinking, process development, problem-solving, communication, planning, organization, and attention to detail.
• Ability to map customer journeys, adapt to changing priorities, work through ambiguity, and collaborate across teams.
• Ability to learn new technologies and explain them to customers with varying levels of technical expertise.
• Bachelor’s degree or equivalent experience; ability to travel if needed.

Nice to have

• Experience managing relationships with wirehouses, RIAs, investment companies, trust companies, or other financial institutions.

Culture & Benefits

• Fully remote and flexible work environment, with in-person team meetings several times a year.
• Medical, dental, and vision insurance with low-cost premiums.
• Company-paid basic life insurance, short- and long-term disability coverage, and paid parental leave upon eligibility.
• Company equity managed through Carta and a 401(k) with matching and immediate vesting.
• Flexible PTO, paid holidays, and free estate planning for life.