Customer Success Associate (Fintech)

Location: Mexico City, Mexico — hybrid work model. Hybrid employees split their time between the office, customer interactions or visits, and working from home; office presence is expected organically and may be required more frequently during ramp-up or at the leader’s discretion.

Company

hirify.global is a B2B fintech building payment, corporate card, bill-pay, financing, and spend-management infrastructure for businesses across Latin America.

What you will do

• Manage a portfolio of customer accounts and act as a trusted advisor.
• Guide customers from onboarding through renewal and maximize platform adoption.
• Drive retention and identify upsell and cross-sell opportunities.
• Use customer and product data to solve complex problems and improve account outcomes.
• Collaborate with Sales, Product, and Marketing to represent customer needs.

Requirements

• 2–3 years of experience in Customer Success, Account Management, or Sales.
• Experience in fintech, banking, SaaS, or financial services.
• Proficiency with CRM tools, especially HubSpot.
• Experience or interest in AI tools for workflow automation and faster response times.
• Working proficiency in English and Spanish is required.
• Strong verbal and written communication, adaptability, execution skills, and experience identifying account expansion opportunities.

Nice to have

• Analytical skills with spreadsheets or Metabase.
• Experience working with Sales, Marketing, and Product teams.
• Familiarity with product usage monitoring or customer health scoring.
• Strategic thinking and process improvement experience.
• A good sense of humor.

Culture & Benefits

• Competitive salary and stock options through ESOP from day one.
• Annual learning budget and internal accelerated development paths.
• Multicultural environment with daily exposure to Portuguese, Spanish, and English.
• High-ownership, product-led culture with flexible vacation.
• Hybrid work focused on results, collaboration, and flexibility.