Platform Specialist (SaaS)

Location: Remote

Salary: $85,000–$110,000 per year

Company

hirify.global is a CRM and data intelligence platform for private market investors, combining software, structured data, and proprietary AI for investment teams across private equity, credit, hedge funds, and institutional LPs.

What you will do

• Configure customer tenants, custom fields, user roles, permissions, workflows, and platform settings for investment processes.
• Lead customer data migration by cleaning, mapping, transforming, importing, and validating data before go-live.
• Work independently on bulk imports or partner with engineering on API-based migrations from other platforms.
• Document configuration patterns, create templates for common customer types, and build repeatable import tooling.
• Support existing customers with configuration changes, bulk data refreshes, and platform updates.
• Establish data-quality standards, checks, and tooling to ensure accurate and complete customer environments.

Requirements

• 2–4 years of experience in a hands-on technical or operational role at a SaaS company, CRM administration team, or data/BizOps function.
• Strong Excel and spreadsheet skills, including VLOOKUPs, pivot tables, large-scale data cleaning, and complex transformations.
• CRM administration experience, including configuring custom fields, permissions, workflows, and understanding CRM structure.
• Methodical, detail-oriented, and able to validate work and identify data or configuration issues.
• Strong written communication skills, with the ability to document technical work and explain technical choices to non-technical stakeholders.
• Ability to own work independently, scope assignments, create plans, and drive them to completion.
• Customer-aware approach to configuration decisions and their effect on end users.

Nice to have

• Exposure to private markets, financial services, or investment workflows.
• Experience at a seed- or Series A-stage startup.
• SQL or light scripting with Python or JavaScript for data manipulation.
• Familiarity with API-based integrations or ETL tools.
• Onboarding or implementation experience at a B2B SaaS company.

Culture & Benefits

• Remote, full-time role with end-to-end ownership of a critical customer onboarding function.
• Autonomy to build configuration systems, data-quality standards, and onboarding playbooks from the ground up.
• Work with sophisticated private equity, credit, and venture capital customers on technical, detail-oriented projects.
• Opportunity to contribute within a small, fast-growing, well-funded company.