Account Manager (Fintech)

Location: On-site in New York City; candidates located in or open to relocating to New York City are encouraged to apply.

Base salary: $130K–$150K annually; OTE: $220K–$250K; equity offered.

Company

hirify.global is a Series B fintech company providing a platform that standardizes data, documents, and insights for managing private investments.

What you will do

• Build and deepen relationships with operations leaders, CTOs, COOs, Partners, RIAs, and institutional clients.
• Own the full commercial lifecycle for assigned accounts, including renewals, upsells, and expansions.
• Identify opportunities for broader adoption, premium features, and deeper integrations.
• Lead commercial discussions with C-suite stakeholders and align pricing, contracts, and platform capabilities with client goals.
• Partner with Implementation, Client Experience, Product, Engineering, Sales, and Leadership to deliver client value.
• Track account health, pipeline activity, and revenue performance while improving playbooks and internal processes.

Requirements

• 6–8 years of experience in enterprise sales or account management within a SaaS technology company.
• Consistent quota attainment or a demonstrated track record of commercial success.
• Experience building or scaling a commercial or customer success function in a startup environment.
• Experience in wealth management, family offices, fund management, accounting, or a related financial field.
• Understanding of alternative investments, including capital calls, IRRs, K-1s, and recallable distributions.
• Comfort with CRMs, data systems, or SQL, or willingness to learn.

Nice to have

• Experience in a growth-stage startup.
• Knowledge of alternative investment industry trends, products, and services.

Culture & Benefits

• High-impact role within a fast-growing team serving more than 400 clients.
• In-person collaboration in the New York City office.
• Supportive team community with strong trust and camaraderie.
• Lunch provided in the office.
• Opportunity to mentor teammates and influence the growth of the platform.