Customer Success Associate (SaaS)

TL;DR

Customer Success Associate (SaaS): Managing the end-to-end journey of venture capital clients from onboarding to renewal with an accent on portfolio monitoring and reporting best practices. Focus on configuring hirify.global instances, driving customer engagement, and advocating for investor needs to product teams.

Location: Remote (US). Workday must overlap by at least 6 hours with Chicago, IL, USA

Compensation: $80,000 - $130,000 (USD)

Company

hirify.global is a profitable software startup providing best-in-class tools for founders and venture capital investors to thrive.

What you will do

• Manage a portfolio of investor customers from onboarding through renewal.
• Configure hirify.global instances based on customer data and lead strategy sessions.
• Advise clients on portfolio monitoring and reporting best practices using the platform.
• Proactively identify account risks and expansion opportunities.
• Partner with Sales, Product, and Engineering to advocate for investor needs and feedback.
• Develop scalable guides, templates, and workflows tailored to fund use cases.

Requirements

• 2+ years of experience in Customer Success or Account Management.
• Experience working with investment firms, finance teams, or investor-focused products.
• Must overlap workday by at least 6 hours with Chicago, IL, USA.
• Strong communication skills and comfort leading client calls.
• Highly organized with a problem-solving mindset.

Nice to have

• Experience at a high-growth B2B SaaS company.
• Background in venture capital, private equity, or financial services.
• Familiarity with KPI reporting and investor updates.
• Experience managing AI tooling, including prompt engineering.

Culture & Benefits

• Fully remote work environment with a distributed global team.
• 100% Health, Dental, and Vision coverage plus 401(k).
• Unlimited PTO and two paid team offsites per year.
• Company equity and high level of ownership in work.
• Support for coworking spaces or home office upgrades.

Hiring process

• Phone screen with a team member.
• Deep-dive skills interview.
• Paid small project related to the role.
• Final interview with the CEO & Founder.