Customer Success Manager (Services)

Location: Frisco, Texas; Atlanta, Georgia; Mountain View, California; San Diego, California; or remote from California (excluding the Bay Area), Illinois, or New York, United States

Base pay: $126,000–$170,500 for California remote (excluding the Bay Area) and San Diego; $114,000–$154,500 for Illinois remote; $141,000–$191,000 for Mountain View; $138,500–$187,500 for New York remote.

Company

hirify.global is a financial technology platform offering products including TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Manage a dedicated mid-market book of business and own overall customer success.
• Build relationships with decision-makers, stakeholders, influencers, and power users.
• Lead strategy conversations and create customer success roadmaps that drive adoption of QuickBooks Services.
• Monitor customer health, identify risks, and create mitigation plans.
• Partner with Sales, Marketing, Product, Support, and onboarding teams to resolve customer needs.
• Identify expansion opportunities across QuickBooks products and services to support retention and growth.

Requirements

• At least 3 years of customer success experience, including 2 years managing a dedicated mid-market book of business.
• Consultative, problem-solving, negotiation, issue-resolution, and financial conversation skills.
• Knowledge of financial services such as payment processing, money movement, or spend management, or the ability to learn these areas independently.
• Strong written, verbal, phone, presentation, organization, prioritization, and time-management skills.
• Ability to manage expectations, identify escalations, handle cancellations, and work effectively in a fast-paced environment.
• Experience with Salesforce, Gainsight, or other CRM and customer success platforms.

Nice to have

• Experience with B2B SaaS and financial software.

Culture & Benefits

• Cash bonus eligibility through a pay-for-performance compensation approach.
• Equity rewards and employee benefits are provided under applicable plans and programs.
• Cross-functional collaboration supports a connected customer experience.
• The role contributes to defining a new customer success program and its operating model.