Customer Success Executive (Financial Services)

Location: LATAM; working with the LATAM market. The role involves managing enterprise accounts in the US and serving US-based financial services customers.

Company

hirify.global provides an AI CRM and workflow platform for midsize and large organizations, serving customers in more than 100 countries.

What you will do

• Build and maintain long-term relationships with strategic Corporate and Enterprise customers.
• Act as a trusted advisor to assigned accounts, including communication with C-level executives.
• Control and audit implementation delivery processes and identify early risks that could affect delivery or launch.
• Help customers achieve desired outcomes, realize value, and generate a high ROI.
• Grow customer portfolios through zero churn, cross-sells, and upsells.
• 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.
• Experience in Financial Services, specifically with Credit Unions or Banks, is required.
• English language skills and executive-level communication.
• Ability and desire to learn and adapt quickly in a changing market environment.
• Customer-centric expertise with a track record of delivering customer success.

Nice to have

• Experience with CRM, BPM, low-code/no-code, or AI solutions.

Culture & Benefits

• Clear career paths, mentorship, and continuous learning opportunities.
• Flexible work arrangements and initiatives supporting schedule management, productivity, and well-being.
• A culture that recognizes achievements, values ideas, and enables meaningful contributions.
• An innovative environment focused on new ideas, modern technologies, and bold thinking.
• Competitive compensation and benefits supporting employees and their families; the package varies by country of residence and employment type.