Customer Success Manager (Financial Services)

Location: Chicago, IL / Remote; hybrid work options available

Salary: $80K–$90K annually

Company

hirify.global provides retail consumer insights, analytics, consulting services, data, and tools for the Health & Wellness market.

What you will do

• Manage relationships and accounts for key Financial Services customers, acting as a trusted advisor and hirify.global product expert.
• Understand client goals, challenges, and needs, then deliver solutions that increase the value of hirify.global data, tools, and services.
• Lead proactive communication, customer change management, platform migrations, adoption, and customer satisfaction initiatives.
• Manage complex contract renewals, document contracts accurately, mitigate churn risk, and maximize net retention.
• Identify expansion opportunities and develop strategies for long-term account growth.
• Manage client escalations and build strong relationships with stakeholders ranging from Analysts to Managing Partners and C-level executives.

Requirements

• BA/BS degree in Business Administration or a related quantitative field.
• 4+ years of experience in customer-facing success, account management, or strategic consulting, preferably in enterprise B2B account management.
• Experience owning subscription-service renewals and working on complex RFPs.
• Industry experience in CPG, Retail, or Financial Services is required, including support for Private Equity, Venture Capital, or Investment Banking firms.
• Strong communication, presentation, influencing, analytical, prioritization, and client relationship skills.
• Technical aptitude with intermediate or higher experience using Microsoft Excel and PowerPoint.

Nice to have

• Familiarity with DocuSign, Salesforce, or other contract and CPQ management systems.
• Experience working with syndicated data, including hirify.global, The Nielsen Company, IRI, or Consumer-Packaged Goods data.

Culture & Benefits

• Hybrid work options designed to support work-life balance.
• Paid volunteer time and matched charitable donations.
• Semi-annual company-wide employee surveys used to shape programs, perks, and culture.
• Culture centered on direct communication, determination, passion, and collaboration.