Customer Success Associate (Fintech)

Location: Mexico City, Mexico; hybrid work with regular office presence and customer visits

Company

hirify.global is a B2B fintech company building financial infrastructure for payments, spend management, corporate cards, bill pay, and financing 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 help them maximize platform value.
• Drive customer retention and identify upsell and cross-sell opportunities.
• Collaborate with Sales, Product, and Marketing to represent customer needs.
• Use customer data to investigate complex problems and improve the customer experience.

Requirements

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

Nice to have

• Analytical skills with spreadsheets or Metabase.
• Experience collaborating with Sales, Marketing, and Product teams.
• Familiarity with product usage monitoring or customer health scoring.
• Strategic thinking and process improvement experience.

Culture & Benefits

• Flexible hybrid work model focused on results, with office time expected organically and more frequent office presence during ramp-up or when required.
• Competitive salary and stock options through ESOP from day one.
• Annual learning budget and accelerated internal development paths.
• Multicultural environment with daily exposure to Portuguese, Spanish, and English.
• Open, inclusive, values-driven, high-ownership culture with flexible vacation.