Member Success Manager

Location: Remote within the United States; Bay Area-based employees follow a hybrid schedule. Availability required from 9am-5pm Pacific Time.

Salary: $85,000–$100,000 per year, plus equity.

Company

hirify.global provides an integrated platform and advisory services for self-employed people, including business incorporation, accounting, bookkeeping, tax services, and community access.

What you will do

• Manage a portfolio of approximately 400 members as their dedicated success manager.
• Build relationships and proactively engage members based on their goals, risks, and opportunities.
• Advise members on S Corporations, tax strategy, reasonable salary decisions, estimated taxes, accounting, payroll, and business operations.
• Respond to inquiries, resolve requests, conduct proactive calls, and provide strategic guidance.
• Identify at-risk members and expansion opportunities to support retention and growth.
• Maintain documentation in Salesforce and internal systems while collaborating cross-functionally to improve the member experience.

Requirements

• 2+ years of tax, accounting, or related client-facing experience.
• Strong understanding of S Corporations, small-business tax strategy, and client relationship management.
• Familiarity with bookkeeping, payroll, CRM, and workflow tools such as Xero, QBO, Gusto, Salesforce, Slack, and Google Workspace.
• Highly organized, proactive, resourceful, adaptable, collaborative, and detail-oriented.
• Strong written and verbal communication skills, including the ability to explain complex topics clearly.
• Must be based in the United States and available during 9am-5pm Pacific Time.

Culture & Benefits

• Remote-friendly work environment with flexibility to work from home.
• Flexible PTO and 14 company holidays.
• 100% medical, dental, and vision coverage for employees; 75% coverage for dependents.
• 16 weeks of fully paid parental leave.
• 401(k) plan, equity package, and $200 quarterly wellness reimbursement.
• Quarterly virtual events and an annual in-person summit.