Enterprise Customer Success Manager (Financial Services)

TL;DR

Enterprise Customer Success Manager (Financial Services): Managing and growing long-term relationships with strategic US-based corporate and enterprise clients in the financial sector with an accent on value realization, ROI, and churn prevention. Focus on auditing delivery processes for high-value accounts, executive-level communication with C-suite stakeholders, and driving portfolio growth through cross-selling.

Location: Must be based in LATAM; remote-first hybrid model with a hub available in Boston, USA

Company

hirify.global is an award-winning software provider and a Leader in Gartner Quadrants, specializing in CRM and BPM solutions.

What you will do

• Maintain and develop long-term relationships with strategic Corporate & Enterprise customers across the US region.
• Act as a trusted advisor for assigned accounts, communicating effectively with C-level executives.
• Audit delivery processes in implementation projects to identify red flags and prevent launch-related issues.
• Guide customers toward achieving desired outcomes, value realization, and high ROI.
• Grow the customer portfolio through zero churn and active cross-sell and up-sell initiatives.
• Maintain an NPS score that exceeds the industry average.

Requirements

• Minimum 5+ years of B2B account or project management experience with US Enterprise accounts.
• Required experience in Financial Services (specifically Credit Unions or Banks).
• English: C1+ (executive-level communication) required.
• Proven track record in delivering customer success for high-value clients.
• Ability to learn and adapt quickly to a changing market environment.

Nice to have

• Experience working with CRM, BPM, Low-Code/No-Code (LC/NC), or AI solutions.

Culture & Benefits

• Remote-first hybrid model with access to global hubs, including a modern office in Boston city center.
• Medical insurance provided through a medical partner.
• Competitive compensation and paid leave for sickness and life-qualifying events.
• Vibrant corporate life with online and offline cultural events, sports competitions, and art master classes.
• Culture of genuine care, ownership, and high professional standards.