Customer Success Associate (Fintech)

Location: Charlotte, NC, United States; hybrid flexibility is available after training.

Compensation: Up to $71,000 per year in total compensation after the probationary period, including shift differentials and a monthly bonus opportunity.

Company

hirify.global is a fintech company using blockchain and AI-driven automation to transform lending, tokenized financial products, consumer finance, and capital markets.

What you will do

• Serve as the first point of contact for prospective and existing customers through phone, chat, and email.
• Guide customers through applications, resolve blockers, and explain hirify.global’s products, including HELOCs and related financial processes.
• Explain complex financial concepts clearly and provide troubleshooting support for customer and platform issues.
• Complete compliance-related steps accurately and consistently while following security and data-handling procedures.
• Identify trends and recommend improvements to customer experience and support-team effectiveness.
• Participate in training and licensing programs.

Requirements

• At least 1 year of experience in a customer-facing role.
• Strong verbal and written communication skills, with the ability to explain complex information clearly and build customer trust.
• Comfort working in a structured, fast-paced, high-volume environment.
• Strong attention to detail and ability to follow processes accurately.
• Confidence learning new systems and navigating multiple technology platforms.
• Ability to complete required compliance training.
• Adherence to company security policies and data-handling procedures.
• Completion of mandatory security awareness training within required timeframes and prompt reporting of suspected security incidents or suspicious activity.
• Must be authorized to work in the United States; hirify.global will not sponsor work visas.

Nice to have

• No prior fintech experience is required; product, process, and tool training is provided.

Culture & Benefits

• Hybrid flexibility after training.
• Company-paid medical, dental, and vision benefits for employees and dependents on select plans.
• Paid holidays, PTO, sick time, and family leave.
• Continuing education reimbursement.
• Monthly bonus opportunity, employee recognition, and new-hire and anniversary swag.
• Opportunities for training, licensing, career growth, and advancement within Customer Operations.