Customer Success Manager (Services)

Location: Frisco, Texas; Atlanta, Georgia; Mountain View, California; or San Diego, California

Base pay: $141,000–$191,000 in Mountain View, CA; $126,000–$170,500 in San Diego, CA. Eligible for cash bonus, equity rewards, and benefits.

Company

hirify.global is a financial technology platform serving approximately 100 million customers through products including TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Manage a dedicated book of business and take accountability for the overall success of mid-market customers.
• Build relationships with decision-makers, stakeholders, key influencers, and power users.
• Lead strategy conversations and develop success roadmaps that increase adoption of QuickBooks financial and workforce management services.
• Monitor customer health, identify risks, create mitigation plans, and resolve inquiries by coordinating the right resources.
• Partner with Sales, Marketing, Product, Support, onboarding, and other teams to solve customer needs.
• Identify and qualify expansion opportunities to support retention and growth.

Requirements

• 3+ years of customer success experience, including at least 2 years managing a dedicated mid-market book of business.
• Consultative, problem-solving, issue-resolution, negotiation, and financial conversation skills.
• Strong organization, attention to detail, prioritization, time management, and communication skills.
• Knowledge of financial services such as payment processing, money movement, or spend management, and/or payroll or workforce management solutions.
• Ability to build relationships, manage expectations, identify escalation risks, 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

• Collaborative work with Sales, Marketing, Product, Support, onboarding, and operational teams.
• Competitive compensation with performance-based rewards.
• Cash bonus eligibility, equity rewards, and benefits.