Customer Success Advocate

TL;DR

Customer Success Advocate: Ensuring client retention and satisfaction by monitoring account health, resolving issues, and driving product adoption with an accent on proactive engagement and cross-functional collaboration. Focus on managing risks, improving customer health metrics, and supporting advocacy initiatives.

Location: Must be authorized to work in the United States with positions available in multiple US cities including Atlanta, Broadway - OKC, Moon Township, Rochester, and San Diego.

Company

hirify.global is a leading financial technology company specializing in payment solutions and SaaS platforms.

What you will do

• Monitor Salesforce CTAs and account health indicators to identify risks and take corrective action.
• Engage with clients to resolve issues, manage cancellation requests, and improve retention.
• Track product adoption and provide guidance and training to increase usage.
• Conduct client check-ins to optimize fee settings and promote digital adoption.
• Identify client success stories and support advocacy initiatives.
• Collaborate cross-functionally with Support, Product, Marketing, and Sales teams to enhance client experience.

Requirements

• Must be authorized to work in the United States.
• 2+ years experience in Customer Success, Account Management, or related client-facing roles.
• Strong communication, problem-solving, and relationship-building skills.
• Familiarity with SaaS platforms, Salesforce, and data-driven decision-making.
• Proactive, empathetic, and results-oriented mindset focused on customer advocacy.

Culture & Benefits

• Comprehensive medical, dental, and vision care benefits.
• Employee Assistance Programs and paid time off.
• Recognition programs and retirement/investment options.
• Charitable gift matching and worldwide days of service.