Account Specialist (Fintech)

TL;DR

Account Specialist (Fintech): Drive lead conversion and guide homeowners through financial product applications with an accent on consultative selling, customer communication, and application support. Focus on handling objections, resolving complex inquiries, managing the sales pipeline, and creating smooth handoffs to Account Managers.

Location: Hybrid role based in the Philippines at Arthaland Century Pacific Tower, 5th Avenue, BGC; onsite work is required for the first 90 days and thereafter as required by the role, team, and business needs. Typical working hours are 12:00 AM–9:00 AM, with start times varying between 8:00 PM and 12:00 AM.

Salary: Competitive market-leading pay; exact compensation is not specified.

Company

hirify.global is a fintech product company that helps homeowners access home equity and achieve greater financial flexibility.

What you will do

• Manage new product inquiries across phone, email, and chat, guiding homeowners from initial contact through application.
• Explain product value and benefits while diagnosing customer needs and supporting informed financial decisions.
• Identify application roadblocks, answer underwriting and status questions, and resolve complex customer issues.
• Manage follow-ups and nurture leads to improve funnel velocity, conversion, and retention.
• Book qualified product calls and coordinate smooth handoffs to Account Managers.
• Use customer feedback to improve application workflows and support pilot initiatives.

Requirements

• At least 2 years of customer service experience in financial services, account management, or sales.
• At least 2 years of sales and account management experience.
• Strong business-to-consumer written and verbal communication skills.
• Demonstrated success in a customer-facing sales role and the ability to meet conversion targets.
• Experience with Google Suite, Slack, Salesforce, or similar tools.
• Strong consultative selling, negotiation, objection handling, financial acumen, emotional intelligence, and analytical problem-solving skills.

Nice to have

• Bachelor’s degree in business, finance, or a related field.

Culture & Benefits

• Hybrid collaboration in a people-first, performance-driven environment based in the Philippines.
• Health insurance covering the employee and dependents.
• 18 holidays, career development programs, certifications, promotion tracks, and educational reimbursement.
• Company-provided Mac equipment and monitor, plus a one-time home office reimbursement.
• Opportunity to collaborate with an international team and learn from global practices.