Account Manager, Mid Markets (Fintech)

Location: Remote, United States

Compensation: On-target earnings of $120,000–$130,000 per year, plus equity

Company

hirify.global provides an end-to-end estate planning platform for financial institutions and wealth management firms.

What you will do

• Serve as the primary day-to-day contact for assigned mid-market accounts.
• Manage user onboarding, deployment, rollout, and platform adoption across client teams.
• Coordinate with Product, Engineering, Support, and Compliance to resolve issues and improve workflows.
• Track workflows, timelines, documentation, platform usage, risks, and engagement opportunities.
• Support client meetings, quarterly business reviews, and account performance discussions with actionable materials and insights.
• Act as a trusted advisor, anticipate client needs, and provide proactive solutions that improve satisfaction and retention.

Requirements

• 3+ years of experience in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
• Experience managing high-value or complex client accounts and delivering measurable results.
• Strong cross-functional collaboration, problem-solving, process improvement, and organizational skills.
• Understanding of financial services workflows, client engagement strategies, or enterprise technology platforms.
• Technical fluency with SaaS platforms, excellent verbal and written communication, and the ability to manage multiple concurrent workstreams.
• High emotional intelligence, attention to detail, a client-first mindset, and a proactive approach to problem-solving.

Nice to have

• Experience managing relationships with institutional banks or large financial institutions.
• Experience with estate planning.

Culture & Benefits

• Medical, dental, and vision insurance with low-cost premium options.
• Company-paid basic life insurance and short- and long-term disability coverage.
• Paid parental leave upon eligibility.
• Company equity and a 401(k) with matching and immediate vesting.
• Flexible PTO, paid holidays, and birthday time off.
• Free estate planning for life.