Account Manager, Enterprise (Fintech)

Location: Remote, United States

Salary: $120,000–$150,000 annual on-target earnings, plus equity

Company

hirify.global provides an end-to-end estate planning platform for financial institutions and more than 1,000 wealth management firms.

What you will do

• Serve as the primary day-to-day contact for assigned institutional and enterprise accounts.
• Manage user onboarding, platform deployment, rollout, and adoption across client teams.
• Coordinate with Product, Engineering, Support, and Compliance to resolve issues and improve workflows.
• Track workflows, timelines, client documentation, platform usage, engagement opportunities, and account risks.
• Support client meetings, quarterly business reviews, and account reviews with prepared materials and actionable insights.
• Document processes, share knowledge internally, and act as a trusted advisor focused on client satisfaction and retention.

Requirements

• 5+ 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.
• Experience collaborating across functions, solving problems, and improving processes.
• Strong understanding of financial services workflows, client engagement strategies, or enterprise technology platforms.
• Strong organization, verbal and written communication, SaaS platform fluency, 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

• Collaborative and supportive work environment focused on innovation.
• 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, flexible PTO, and paid holidays including a birthday day off.
• Company equity, 401(k) with matching and immediate vesting, and free estate planning for life.