Customer Success Associate - Monterrey (Hybrid) (Fintech)

Location: Monterrey, Nuevo León, Mexico — hybrid work with time split between the office, customer interactions or visits, and working from home

Company

hirify.global is a B2B fintech building financial infrastructure for spend management, corporate cards, bill pay, financing, and payments across Latin America.

What you will do

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

Requirements

• 2–3 years of experience in Customer Success, Account Management, or Sales.
• Background in fintech, banking, SaaS, or financial services.
• Proficiency with CRM tools, especially 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 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 an interest in process improvement.

Culture & Benefits

• Product-led, high-talent-density culture focused on ownership, clarity, simplicity, inclusivity, and continuous change.
• Competitive salary and stock options through ESOP from day one.
• Annual learning budget and accelerated internal development paths.
• Multicultural environment with regular exposure to Portuguese, Spanish, and English.
• Flexible vacation and a hybrid work model focused on results.
• Autonomy, fast execution, and collaboration with ambitious teammates.