AE I Client Success Representative (Financial Services)

Location: Eagle - D.F. Del. Miguel Hidalgo, Mexico

Company

hirify.global provides financial data, analytics, and technology solutions that support businesses and customers worldwide.

What you will do

• Support strategic account management and build relationships with key clients.
• Coordinate sales support activities and internal resources to fulfill client commitments.
• Identify and implement improvements, standardization, automation, and digitalization across commercial processes.
• Lead strategic projects related to commercial operations and client management.
• Manage project timelines, risks, dependencies, stakeholder communication, and performance reporting.
• Support client retention, growth, satisfaction, and cross-functional business objectives.

Requirements

• Bachelor’s degree in business administration, industrial engineering, economics, information systems, data analytics, project management, or a related field.
• At least 3 years of experience in account management, client success, sales operations, business operations, commercial support, or project management.
• Experience in the financial services industry and leading cross-functional projects.
• Intermediate to advanced English proficiency at B2 level or higher.
• Knowledge of sales operations, account management, commercial support processes, CRM platforms, and business intelligence tools.
• Experience with Power BI, Power Automate, Microsoft Copilot, Dynamics 365, Salesforce, or similar tools, plus the ability to analyze data and produce actionable insights.

Nice to have

• Strategic thinking and results orientation.
• Project and program management experience.
• Stakeholder management and strong cross-functional influencing skills.
• Adaptability, continuous improvement, and change management experience.

Culture & Benefits

• Work-life flexibility and resources supporting professional and personal wellbeing.
• Opportunities for professional development, innovation, and collaboration across global teams.
• Purpose-driven environment focused on positive impact for communities and customers.