Customer Success Executive (Financial Services)

Location: LATAM; working with the US market

Company

hirify.global is an AI CRM and workflow platform serving midsize and large organizations in more than 100 countries.

What you will do

• Maintain and develop 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 at multiple levels, including C-level executives.
• Control and audit delivery processes during implementation projects and identify early risks that could affect delivery or launch.
• Help customers achieve desired outcomes, realize value, and improve ROI.
• Grow customer portfolios through zero churn, cross-selling, and upselling.
• Maintain a customer NPS score above the industry average.

Requirements

• At least 5 years of B2B account management or project management experience with Enterprise accounts in the US.
• Financial Services experience with Credit Unions or Banks is required.
• Experience with CRM, BPM, low-code/no-code, or AI solutions is preferred.
• English proficiency and executive-level communication skills are required.
• Ability to learn and adapt quickly in a changing market environment.
• Customer-centric approach and 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.
• Recognition of achievements and opportunities to make meaningful contributions.
• Innovative culture focused on modern technologies and new ideas.
• Competitive compensation and benefits for employees and their families; the package varies by country of residence and employment type.