Customer Success Associate (Fintech)

Location: Guadalajara, Jalisco, Mexico; hybrid work model with time split between the office, customer interactions or visits, and home

Company

hirify.global provides B2B fintech infrastructure for spend management, including corporate cards, bill pay, financing, and a scalable payments platform for businesses across Latin America.

What you will do

• Manage a portfolio of customer accounts and act as a trusted advisor.
• Drive customer onboarding, retention, renewals, and long-term platform adoption.
• Identify upsell and cross-sell opportunities to expand accounts.
• Use customer and account data to solve complex problems and improve the customer experience.
• Collaborate with Sales, Product, and Marketing to represent customer needs and improve the platform.

Requirements

• 2–3 years of experience in Customer Success, Account Management, or Sales.
• Experience in fintech, banking, SaaS, or financial services.
• Proficiency with CRM tools, specifically HubSpot.
• Experience or interest in AI tools for workflow automation and faster response times.
• Working proficiency in English and Spanish.
• Strong verbal and written communication, adaptability, execution skills, and experience identifying account expansion opportunities.

Nice to have

• Analytical skills using spreadsheets or Metabase.
• Experience collaborating with Sales, Marketing, and Product teams.
• Familiarity with product usage monitoring or customer health scoring.
• Strategic thinking and experience improving processes.

Culture & Benefits

• Hybrid work model focused on results, with office presence expected organically and more frequent attendance during ramp-up or when required by the manager.
• Competitive salary and stock options through ESOP from day one.
• Annual learning budget and accelerated internal development paths.
• Multicultural environment with daily exposure to Portuguese, Spanish, and English.
• Open, inclusive, values-driven culture with high ownership and fast execution.