Senior Specialist, Customer Success - Financials (Fintech)

Location: New York City, United States; hybrid working model. Occasional travel is required for customer meetings, events, and internal collaboration.

Base salary: $90,000–$105,000 per year, excluding short-term incentive compensation.

Company

hirify.global provides analytics, insights, proprietary data, research, and technology solutions across the energy and natural resources landscape.

What you will do

• Create and execute customer success plans aligned with customer objectives and business priorities.
• Deliver onboarding and drive adoption, engagement, satisfaction, and retention across a portfolio of financial and professional services customers.
• Build relationships with investment analysts, portfolio managers, research teams, strategy professionals, consultants, advisors, and commercial stakeholders.
• Monitor account health, identify adoption and retention risks, and develop action plans to address customer challenges.
• Analyze usage and engagement data, conduct Quarterly Business Reviews, and support renewal discussions with Sales.
• Translate customer feedback and market trends into recommendations while collaborating with Product Specialists, Sales, Research, and other internal teams.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Energy Studies, or a related field.
• At least 3 years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role.
• Experience managing a portfolio of B2B customer relationships.
• Interest in financial markets, investment research, commodities, energy, or related sectors.
• Strong relationship-building, stakeholder management, communication, planning, organization, and analytical skills.
• Experience using CRM platforms such as Salesforce.

Nice to have

• Experience supporting financial services, professional services, consulting, research, data, or SaaS customers.
• Knowledge of how financial institutions use research, data, and analytics for decision-making.

Culture & Benefits

• Collaboration across global teams, time zones, commercial functions, research, and product groups.
• Customer-centric, trusting, inclusive, curious, and future-focused working environment.
• Opportunity to work with research, analytics, and data solutions covering energy, metals, mining, and the energy transition.
• Occasional travel for customer meetings, events, and internal collaboration.