Account Manager II, Client Success (Wealth) (Fintech)

Location: Milwaukee, Wisconsin, United States; required hybrid schedule

Company

hirify.global provides fintech solutions serving financial institutions and markets worldwide.

What you will do

• Orchestrate the post-sales experience and drive client value, product adoption, and operational excellence.
• Analyze client health and product usage data to mitigate risk, improve adoption, reduce churn, and deliver measurable outcomes.
• Build client relationships and joint success plans with milestones and measurable KPIs.
• Coordinate issue resolution and collaborate with product, support, professional services, sales, and renewals teams.
• Identify and hand off upsell and cross-sell opportunities and provide client insights to influence product roadmaps.
• Participate in renewals and communicate the value of continued product use.

Requirements

• Experience focused on wealth and 5–7 years in client success, client service/support, account management, or similar roles.
• Bachelor’s degree and relevant experience in financial technology services.
• Knowledge of the fintech industry, products, market trends, challenges, and opportunities.
• Strong analytical skills, including Tableau or similar data-analysis software.
• Strong written, verbal, communication, presentation, leadership, and cross-functional collaboration skills.
• Current and future visa sponsorships are not available.

Culture & Benefits

• Flexible and creative work environment.
• Diverse and collaborative atmosphere.
• Professional and personal development resources.
• Opportunities to volunteer and support charities.