Customer Strategy and Value Associate (Fintech)

Location: Portugal; remote role

Company

hirify.global develops an AI-powered RiskOps platform that helps financial institutions detect and prevent fraud, financial crime, and money laundering at scale.

What you will do

• Coordinate client security reviews, vendor assessments, InfoSec questionnaires, procurement workflows, and commercial requests during enterprise sales cycles.
• Work with Legal, Security, Engineering, Finance, Sales, and Solution Consulting teams to prepare accurate response and contract packages.
• Generate monthly and quarterly business impact reports by translating product usage data into meaningful client metrics.
• Support account teams and clients in tracking value realization, retention, and expansion opportunities.
• Build prospect business cases, financial ROI calculators, and value models for active sales cycles.
• Manage annual vendor assessment compliance and collaborate across the customer lifecycle.

Requirements

• Bachelor’s degree in Business Administration, Economics, Finance, or a related field.
• At least 3 years of experience in management consulting, value selling, or analyst research within B2B SaaS or complex software environments.
• Strong Excel or Google Sheets skills, including financial modeling, ROI calculations, and unit economics.
• Hands-on experience with CRM systems such as Salesforce or HubSpot, CPQ tools, and workflow automation applications.
• Exceptional project management, organization, cross-functional coordination, and communication skills.
• Professional fluency in English and availability to work from Portugal.

Nice to have

• Experience in payments, fraud, financial services, merchants, or acquirers.
• Experience with AI-driven document or RFP software.
• Experience in storytelling, design thinking, customer journey assessment, or working with a SaaS vendor.

Culture & Benefits

• Cross-functional collaboration across Sales, Solution Consulting, Value Adoption, Product, Customer Success, Delivery, Legal, Security, and Engineering.
• Structured first 30 days with training, manager one-on-ones, team connections, and access to company and product knowledge.
• Virtual or onsite colleague shadowing depending on work location.
• Opportunities to work on active revenue and customer value projects from the start.