Customer Success Associate - Mexico City (Hybrid)

Location: Mexico City, Mexico; hybrid work between the office, customers, and home. No minimum number of office days is set for most roles, but office presence is expected naturally, especially during ramp-up or when requested by the leader.

Company

hirify.global is a Latin American financial platform providing corporate cards, bill pay, financing, and B2B payment solutions to more than 50,000 businesses.

What you will do

• Own a B2B customer portfolio and identify upsell, cross-sell, expansion, retention, and revenue-protection opportunities.
• Increase adoption of corporate cards, supplier payments, international payments, and SaaS plans.
• Analyze spending patterns, transaction data, product penetration, customer performance, and revenue potential to prioritize commercial actions.
• Lead consultative customer conversations, develop financial proposals, and move negotiations toward successful outcomes.
• Maintain an actionable commercial pipeline, track revenue targets, and ensure follow-through from opportunity identification to implementation.
• Use CRM tools, data platforms, AI-powered workflows, and automation while collaborating with Sales, Product, Operations, and Marketing.

Requirements

• 2–3 years of experience in Customer Success, Account Management, B2B Sales, or another commercially focused customer-facing role.
• Experience in fintech, banking, SaaS, financial services, or a comparable B2B environment.
• Strong commercial mindset with experience identifying growth opportunities, managing negotiations, and contributing to revenue targets.
• Analytical skills for interpreting customer performance, transaction data, and commercial KPIs.
• Experience managing a B2B customer portfolio and prioritizing opportunities by business impact.
• Working knowledge of CRM platforms and spreadsheets, including data analysis and actionable insight generation.
• Experience with upsell, cross-sell, retention, or account expansion initiatives.
• Strong communication, relationship-building, and consultative selling skills.
• Working proficiency in English and Spanish is required. High ownership, autonomy, adaptability, and execution in fast-paced environments are also required.

Nice to have

• Experience with HubSpot, Metabase, or other CRM and business intelligence platforms.
• Practical experience using AI tools or workflow automation for commercial productivity.
• Familiarity with corporate cards, B2B payments, supplier payments, cross-border payments, or SaaS monetization.
• Experience monitoring customer health, revenue retention, transaction volumes, or account expansion metrics.
• Experience developing commercial business cases and quantifying revenue potential.
• Experience collaborating with Product, Sales, Marketing, and Operations teams.
• Continuous improvement mindset, curiosity, and a good sense of humor.

Culture & Benefits

• High-ownership, low-ego environment focused on impact in Latin America.
• Competitive salary and stock options through ESOP from day one.
• Annual learning budget and accelerated development paths.
• English is the working language, with Spanish and Portuguese used daily.
• Culture built around clarity, simplicity, ownership, pride, adaptability, and inclusivity.