Enterprise Customer Success Manager (Financial Services)

TL;DR

Enterprise Customer Success Manager (Financial Services): Managing long-term relationships with strategic US-based financial services accounts with an accent on value realization, ROI, and C-level communication. Focus on auditing delivery processes, preventing churn, and driving portfolio growth through cross-selling and upselling.

Location: Must be based in LATAM; working with the US Market.

Company

hirify.global is an award-winning software provider and a leader in the Gartner Quadrant for CRM and BPM solutions.

What you will do

• Develop and maintain long-term strategic relationships with Enterprise segment customers in the US region.
• Serve as a trusted advisor, communicating effectively with C-level executives.
• Audit delivery processes in implementation projects to identify and mitigate early red flags.
• Ensure customers achieve desired outcomes, value realization, and high ROI.
• Drive portfolio growth by achieving zero churn and identifying cross-sell and upsell opportunities.
• Maintain high NPS scores exceeding industry averages.

Requirements

• Minimum 5+ years of B2B account or project management experience with US Enterprise accounts.
• Required experience in Financial Services, specifically with Banks or Credit Unions.
• English: executive-level communication skills required.
• Experience with CRM, BPM, Low-Code/No-Code, or AI solutions is preferred.
• Proven track record of delivering customer success in a B2B environment.

Culture & Benefits

• Remote-first hybrid work model with access to global hubs, including a modern office in downtown Boston.
• Comprehensive medical insurance options.
• Competitive compensation and paid leave for sickness and life-qualifying events.
• Vibrant corporate culture featuring online/offline events, sports competitions, and art master classes.
• Environment based on ownership, dedication, and high standards.