Senior Specialist, Customer Success - Financials (Fintech)

Location: New York City, United States; hybrid working model

Salary: $90,000–$110,000 base pay annually, excluding short-term incentive compensation.

Company

hirify.global provides proprietary data, research, analytics, and insights across energy, natural resources, financial markets, and the energy transition.

What you will do

• Create and execute customer success plans for financial and professional services accounts.
• Lead onboarding, product adoption, engagement, account reviews, and value realization for key users and stakeholders.
• Monitor account health, identify adoption and retention risks, and develop action plans.
• Partner with Sales on renewals and identify opportunities to expand engagement with existing solutions.
• Analyze usage trends, conduct Quarterly Business Reviews, and maintain customer records in Salesforce.
• Collaborate with Product Specialists, Sales, Research, and other teams to improve customer outcomes and operational excellence.

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, analytical, and organizational skills.
• Experience with CRM platforms such as Salesforce and the ability to manage multiple priorities.

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

• Hybrid work with flexibility to collaborate across global teams and time zones.
• Occasional travel for customer meetings, events, and internal collaboration.
• Work with financial institutions and advisory firms on investment, strategy, and risk-management decisions.
• Collaboration across commercial, research, and product teams.
• Values include inclusivity, trust, customer commitment, future focus, and curiosity.