Client Account Services Lead (SaaS)

Location: Alpharetta, Georgia, United States — hybrid; travel required as needed, up to 15%.

Company

hirify.global provides enterprise technology platforms and data insights for life insurance and annuities, serving carriers, distributors, partners, and policyholders.

What you will do

• Serve as the primary liaison between assigned clients, internal delivery teams, and implementation leadership.
• Analyze client objectives and operational needs, then elicit, document, and validate business and system requirements.
• Define project scope, solution overviews, Statements of Work, Software Requirements Specifications, timelines, and deployment documentation.
• Manage implementation lifecycles, including platform configuration, testing, deployment, enhancements, and change requests.
• Coordinate geographically distributed technical and functional teams while tracking risks and issues through resolution.
• Support releases, production environments, client training, documentation, billing inquiries, and ongoing account operations.

Requirements

• Bachelor’s degree in Computer Information Science or a related field, or equivalent professional experience.
• 6+ years of relevant experience, including B2B SaaS account management, project management, or business analysis supporting software platforms.
• Independent experience authoring Business Requirements Documents and Software Requirements Specifications.
• Strong analytical, problem-solving, organizational, communication, interpersonal, and team leadership skills.
• Ability to manage multiple clients and projects, prepare meeting minutes, track action items, and meet attendance and performance standards.
• Proficiency with Microsoft Office and the ability to learn new technical skills quickly.

Nice to have

• Familiarity with XML, JavaScript, and SQL.
• Experience in life insurance, annuities, or broader financial services.
• Experience with web-based SaaS applications and distributed teams across time zones.

Culture & Benefits

• Hybrid work environment with collaboration across cross-functional and geographically distributed teams.
• Health and dental insurance, parental leave, and a 401(k) plan.
• Incentive or bonus opportunities and tuition reimbursement.
• Career progression opportunities and work on insurance technology, data insights, and enterprise services.

Hiring process

• Apply through the online careers application.