Customer Success Manager (Financial Services)

TL;DR

Customer Success Manager (Financial Services) (CRM/AI): Managing strategic enterprise customer relationships and driving successful implementation outcomes for financial services organizations in the US market with an accent on executive communication, customer value realization, and retention. Focus on auditing delivery processes, preventing launch issues, and growing accounts through cross-sells and upsells.

Location: LATAM; the role works with the US market.

Company

hirify.global is an AI CRM and workflow platform serving midsize and large organizations through a global customer and partner ecosystem.

What you will do

• Build and maintain long-term relationships with strategic Corporate and Enterprise customers across the US region.
• Act as a trusted advisor for assigned accounts and communicate with stakeholders, including C-level executives.
• Control and audit implementation delivery processes, identifying early risks that could affect delivery or launches.
• Help customers achieve business outcomes, realize platform value, and improve ROI.
• Grow the customer portfolio through zero-churn management, cross-sells, and upsells.
• Maintain an NPS score above the industry average.

Requirements

• 5+ years of B2B account management or project management experience with enterprise accounts in the US.
• Required experience in Financial Services, specifically with credit unions or banks.
• Experience with CRM, BPM, low-code/no-code, or AI solutions is preferred.
• English proficiency and executive-level communication skills.
• Ability to learn quickly and adapt to changing market conditions.
• Customer-centric approach with a proven track record of delivering customer success.

Culture & Benefits

• Clear career paths, mentorship, and continuous learning opportunities.
• Flexible work arrangements and initiatives supporting personal well-being and productivity.
• A culture that recognizes achievements, values ideas, and encourages meaningful contributions.
• An innovative environment focused on modern technologies and new ideas.
• Competitive compensation and benefits, with the package varying by country of residence and employment type.