Customer Success Product Specialist (Fintech)

TL;DR

Customer Success Product Specialist (Fintech): Driving effective adoption, optimization, and value realization of the hirify.global AI-driven banking platform with an accent on technical implementation, platform governance, and client training. Focus on translating complex platform performance data into actionable recommendations and leading onsite certification workshops for global financial institutions.

Location: Hybrid role in New York City

Salary: $125,000 - $150,000

Company

hirify.global is a leader in the Cognitive Banking era, using AI to help global financial institutions provide intelligent, proactive financial guidance to over 150 million customers.

What you will do

• Lead customer onboarding and configuration of the hirify.global platform to meet specific business objectives.
• Deliver structured training sessions and onsite certification workshops for client teams.
• Analyze platform usage and performance data to identify trends and optimization opportunities.
• Partner with Client Success Partners to refine insight portfolios and drive measurable business impact.
• Leverage AI tools to accelerate insight ideation, performance analysis, and documentation.
• Collaborate with Product, Delivery, and Sales teams to ensure high-quality platform utilization.

Requirements

• 3–6 years of experience in a B2B SaaS role (business, product, or customer-facing).
• Must be based in or able to commute to the New York City office.
• Proven experience working with technical products or platforms.
• Advanced proficiency in Excel and experience with BI/data analytics tools like Power BI or Databricks.
• Excellent English communication skills (written and verbal).
• Willingness to travel to customer sites (approximately 25%).
• Visa sponsorship is not available.

Nice to have

• Familiarity with data systems, Linux infrastructure, or system integrations.
• Experience in fintech or the financial services industry.
• Fluency in additional languages.

Culture & Benefits

• Comprehensive medical, dental, and vision coverage starting on Day 1.
• HSA/FSA options and 401(k) with company match.
• Commuter benefits.
• Global work environment with opportunities to partner with international teams and clients.