Customer Success Specialist (AI)

Location: San Francisco or New York; hybrid with in-office attendance two days per week for employees within commuting distance

Base salary: $66,000–$90,000 USD per year, excluding variable pay, equity, and benefits.

Company

hirify.global is an AI-first CRM for private capital firms that uses relationship, interaction, and deal data to help investors source, evaluate, and win opportunities.

What you will do

• Manage a large global portfolio of Scale customers, supporting CRM workflows, adoption, renewals, expansion, and churn-risk mitigation.
• Use high-touch and one-to-many engagement tactics to increase product usage, active users, and seat expansion.
• Design and improve scalable customer programs across onboarding, activation, renewal, and expansion.
• Build playbooks, triggers, campaigns, in-app messaging, and outreach sequences using health scores, product usage, and journey stages.
• Track activation, adoption, retention, expansion ARR, and GRR, using data to prioritize accounts and programs.
• Partner with Scale CSMs, CS Ops, Onboarding, Product, and Lifecycle Marketing to coordinate the customer journey and share customer insights.

Requirements

• 1–2 years of experience in Customer Success, Account Management, CS programs, CS operations, Lifecycle Marketing, or a similar role.
• Experience managing high volumes of accounts, driving adoption and renewals, and achieving commercial goals, preferably in enterprise SaaS.
• Experience designing or running scalable tech-touch programs for large customer portfolios.
• Strong interpersonal, communication, presentation, organization, prioritization, project management, and time management skills.
• Ability to analyze customer and usage data, manage multiple accounts and programs, and work effectively in a fast-paced, high-growth environment.
• Ability to work from San Francisco or New York with two office days per week when within commuting distance.

Nice to have

• Experience in SaaS, CRM, data services, financial services, venture capital, private equity, investment banking, or other private capital sectors.
• Experience with Salesforce, Customer.io, Pardot, Notion, Sonora, Claude, ChatGPT, or similar AI-driven customer success and marketing tools.
• Familiarity with hirify.global's MCP and AI ecosystem or similar AI-driven CS tooling.
• Creative problem-solving skills and a habit of using data to identify trends and improve outcomes.

Culture & Benefits

• Values include ownership, growth mindset, respectful candor, collaboration, and deep customer focus.
• Medical, dental, and vision insurance premiums are covered, with PPO, HDHP, and HMO options in California.
• Flexible personal and sick days, a 401(k) plan, and an annual education budget.
• Monthly reimbursement for home internet, meals, and wellness memberships or equipment.
• Virtual team-building activities and social events support team connection.