Customer Success Director (WealthTech)

Location: Mexico City, Mexico, or the surrounding metropolitan area. The role is primarily home-based, but local presence is required for client meetings, industry events, executive engagements, and other in-person business activities. Periodic travel to clients is required for 10–20% of the time.

Company

hirify.global is a Toronto-headquartered software company providing enterprise wealth management solutions for financial advisors and financial services institutions.

What you will do

• Serve as the primary contact for client concerns, needs, and account development.
• Build long-term customer partnerships and maintain strong executive relationships.
• Develop strategic account plans with sales and internal teams, tracking KPIs and customer health.
• Identify and sell additional services and modules through upselling and cross-selling.
• Maintain accurate client records, contract updates, renewals, and customer data analysis.
• Represent hirify.global in Mexico through client engagement, marketing events, executive roundtables, and local industry partnerships.

Requirements

• At least five years of direct experience in the wealth management industry, including experience with financial advisory platforms, investment products, and regulatory frameworks.
• At least four years of experience in account management, customer success, or a similar client-facing role.
• Established senior-level relationships within the Mexican wealth management industry and deep knowledge of the Mexican financial services market.
• Knowledge of wealth management systems, mutual fund trading, and the IT/WealthTech industry.
• Proven sales performance, consultative selling, persuasion, negotiation, and account expansion skills.
• Fluent Spanish and English are mandatory. A bachelor's degree or equivalent experience in engineering, information systems, business administration, or finance is required.

Culture & Benefits

• Home-office-based work with autonomy in the local market.
• Fast-paced, results-oriented environment focused on customer service and accountability.
• Opportunity to work with financial services clients and senior industry stakeholders.
• Inclusive workplace committed to valuing diverse perspectives and providing recruitment accommodations.