Client Success Manager II, Data & Marketing (Fintech)

Location: US Remote; candidates must be eligible to work in the US for full-time employment. Travel of up to 25% may be required.

Salary: $83,000–$92,000 per year

Company

hirify.global provides a digital sales and service platform for U.S. banks and credit unions, including digital banking, onboarding, data, and marketing solutions.

What you will do

• Manage a complex portfolio of financial institution clients as a consultative partner for hirify.global’s Data & Marketing solution.
• Lead strategy discussions, success planning, stakeholder engagement, and Quarterly Business Reviews.
• Recommend data-driven marketing strategies, campaigns, and optimization approaches.
• Analyze platform usage and campaign results to connect activity with growth, engagement, and ROI.
• Drive client satisfaction, retention, adoption, and expansion opportunities.
• Coordinate client engagement across Product, Marketing, Implementation, and Support teams.

Requirements

• 3–5+ years of experience in Client Success, Account Management, Marketing Strategy, or a related client-facing role.
• Experience serving as a primary consultative partner for B2B clients, preferably in SaaS, martech, adtech, or data-driven marketing.
• Ability to use data and insights to inform marketing strategies, campaigns, and optimization recommendations.
• Strong relationship-building, communication, presentation, organization, ownership, and follow-through skills.
• Experience managing a diverse client portfolio and leading client presentations or QBRs.
• Proficiency with Customer Success, CRM, and collaboration tools such as Gainsight, Salesforce, Jira, Confluence, Slack, and Google Workspace.

Nice to have

• Experience with financial institutions, digital banking, or fintech.
• Familiarity with data-driven marketing platforms, campaign management tools, or customer intelligence solutions.
• Exposure to programmatic advertising, personalization, predictive analytics, or digital marketing tactics such as email, targeting, and segmentation.

Culture & Benefits

• Remote-first work environment.
• Unlimited paid time off.
• 401(k) with employer match.
• Diverse and inclusive workplace.
• No employment sponsorship is available.