Client Success Manager

TL;DR

Client Success Manager (FinTech): Own an end-to-end portfolio of credit union and community bank clients by driving product adoption, leading executive business reviews, managing renewals, and identifying expansion opportunities with an accent on high-volume account health tracking and escalation-driven issue resolution. Focus on building trusted relationships across operational and executive stakeholders while coordinating with Implementation, Tech Support, Product, and Engineering to ensure measurable client outcomes.

Location: Remote (USA; Austin, TX)

Company

hirify.global is a Y Combinator and Bessemer Venture Partners-backed FinTech startup building digital banking products for community banks and credit unions.

What you will do

• Manage a portfolio of credit union and community bank clients as the primary relationship owner.
• Run regular business reviews and executive meetings; provide strategic recommendations aligned to client business objectives.
• Drive product adoption by educating clients on features, best practices, and new releases; develop success plans.
• Lead renewals and retention: prepare renewal proposals, present pricing recommendations, negotiate agreements, and mitigate at-risk accounts.
• Handle escalations as first line of response by triaging issues, coordinating with Tech Support/Product/Engineering, and communicating proactively.
• Collaborate cross-functionally on onboarding, feedback to influence the roadmap, and client advocacy (case studies/testimonials).

Requirements

• 5+ years in Client Success, Account Management, or Customer Experience in B2B fintech, banking technology, or enterprise SaaS.
• Experience managing 20–30+ accounts simultaneously with strong responsiveness and follow-through.
• Proven ability to lead executive business reviews and onsite meetings with senior stakeholders.
• Track record driving product adoption, renewals, and expansion within an assigned book of business.
• Strong relationship management across operational and executive stakeholders; ability to navigate complex organizations.
• Comfort with escalations and urgency-driven issue resolution.

Culture & Benefits

• Remote-first culture.
• Medical, dental, and vision coverage: 100% of premiums for individuals on the base plan (USA) and 100% for you and your family under a single comprehensive plan (Canada).
• Retirement plan with 4% company matching.
• Paid parental leave (8 weeks for birthing parents, 4 weeks for non-birthing) plus 3–5 weeks PTO depending on tenure, 5 health days, 15 holidays, and end-of-year shutdown.
• Performance-based bonuses and stock options at a well-funded startup.

Hiring process

• Interviews focused on client success/account management experience and ability to run executive business reviews.
• Discussion of portfolio management approach, renewals/expansion strategy, and escalation handling.
• Final evaluation of cross-functional collaboration and fit for a remote-first environment.