Head Of Customer Success (Fintech)

TL;DR

Head of Customer Success (Fintech): Leading the customer success function to scale retention and expansion strategies for an AI-native revenue platform with an accent on operational excellence and team development. Focus on building scalable processes, managing high-stakes account escalations, and driving measurable ROI for finance and accounting teams.

Location: Must be based in New York City and available to work 5 days per week in the Soho office.

Compensation: $216,000 – $276,000 plus equity.

Company

hirify.global is an AI-native revenue platform automating the contract-to-cash lifecycle for modern finance and accounting teams.

What you will do

• Drive retention and expansion by managing renewal forecasts, risk, and day-to-day execution.
• Hire, develop, and lead the CS team, defining career paths and performance standards.
• Act as the senior escalation point to resolve complex customer issues and reset expectations.
• Design and refine the operating model, including staffing plans, success plans, and QBR cadences.
• Build reporting and tooling to provide leadership with visibility into account health and risk.
• Partner cross-functionally with Sales, Product, and Engineering to ensure seamless handoffs and product adoption.

Requirements

• 8–12+ years in customer success or post-sale roles, with 5+ years in leadership.
• Must be based in New York City and able to work 5 days per week in the Soho office.
• Proven track record of building CS teams in high-growth B2B SaaS or fintech environments.
• Strong accounting and technical fluency, specifically with ASC 606, ERP integrations, and CRMs.
• Ability to balance hands-on individual contributor work with team management.
• Excellent communication skills with the ability to distill complex financial workflows into clarity.

Nice to have

• Background in accounting or finance software.
• CPA certification or Big Four experience.

Culture & Benefits

• Competitive compensation package with equity.
• Unlimited PTO and 12 weeks of parental leave.
• 100% employer-covered healthcare premiums (medical, dental, vision).
• Daily lunch provided via Sharebite and dinner for late office days.
• 401k, tax-free commuter benefits, and free One Medical membership.