Cash Management Client Support & Training Specialist (Fintech)

Location: New York, NY 10018; full-time onsite role with occasional travel to client sites or other internal offices. Client training may be delivered through Microsoft Teams or in person.

Pay range: $18.74–$33.02 per hour.

Company

hirify.global provides commercial banking and cash management services, including digital banking platforms and treasury-related products.

What you will do

• Deliver tailored onboarding, refresher, and ad hoc training for commercial cash management services.
• Train clients on Online Banking, Bill Pay, Positive Pay, Remote Deposit Capture, Monogram Escrow Express, Lockbox Vault, Internet Cash Orders, Remote Official Checks, and related products.
• Coordinate client training, installations, troubleshooting sessions, refresher courses, and communication with vendors.
• Support software and hardware installation, configuration, product troubleshooting, and service requests.
• Demonstrate cash management platforms to prospective corporate clients and adapt content to their business needs.
• Document training, support, issue resolution, follow-up actions, and client concerns in Workflow and Salesforce.

Requirements

• High school diploma, GED, or foreign equivalent.
• Typically 0–2 years of administrative, client service, or technical experience.
• Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Familiarity with Microsoft Teams, Salesforce, and CRM systems.
• Strong presentation, communication, organization, problem-solving, troubleshooting, and documentation skills.
• Ability to learn new systems quickly, deliver training to diverse audiences, and collaborate across departments.

Nice to have

• Experience in banking, financial services, or a training environment.
• Understanding of cash management, treasury products, banking operations, client onboarding, and financial services technology.

Culture & Benefits

• Medical, dental, vision, life, and disability insurance.
• Comprehensive leave program.
• Compliance with applicable federal, state, and local laws and regulations.
• Equal opportunity employment.