Client Success Manager (Fintech)

Location: On-site daily in New York City, United States. Candidates based in or open to relocating to New York City are encouraged to apply.

Salary: $100,000–$130,000 per year, plus equity.

Company

hirify.global is a Series B financial technology company that automates the management of private investments for investors, advisors, banks, families, and financial institutions.

What you will do

• Manage client relationships after onboarding through regular check-ins, account reviews, and ongoing communication.
• Monitor client accounts and institutional data for quality issues, process updates, and resolve discrepancies.
• Train end-user groups to improve product understanding and adoption.
• Track churn drivers, mitigate retention risks, and manage renewal discussions and contract updates.
• Identify opportunities to expand contracts through new features or broader firm adoption.
• Communicate product updates and escalate client feature requests to relevant teams.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• 3+ years of experience managing client relationships.
• Exceptional communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to collaborate in a fast-paced, dynamic environment.
• Availability for occasional evening and weekend work to meet client SLAs.

Nice to have

• Experience in wealth management, family offices, fund management, accounting, or a related financial field.
• Familiarity with capital calls, IRRs, recallable distributions, or K-1s.
• Knowledge of SQL or willingness to learn it.
• Finance or accounting coursework.

Culture & Benefits

• Work in a fast-growing company with more than 200 employees and over 400 clients.
• Take on meaningful responsibility and help shape the Client Success function as an early employee.
• Collaborate in person from the New York City office with a supportive, high-performing team.
• Use a modern office at 199 Water Street.
• Lunch is provided in the office.