Customer Success Operations Associate (Fintech)

Location: São Paulo, Brazil; hybrid work model with regular office presence expected

Company

hirify.global is a B2B fintech building spend-management and payment infrastructure for businesses across Latin America.

What you will do

• Administer the HubSpot CRM environment for the Brazilian Customer Success team, including account assignments, health tags, territory mapping, data hygiene, workflows, and reporting.
• Build and maintain CS scorecards and dashboards in HubSpot, Metabase, and Google Sheets.
• Track churn risk, NPS/CSAT, product adoption, engagement cohorts, and time-to-onboard.
• Identify operational bottlenecks and automate data enrichment, notifications, and repetitive tasks with n8n and AI tools such as Claude.
• Set up and execute customer activation, onboarding, and retention campaigns, including segmentation and performance tracking.
• Support CS managers and account leads with operational playbooks, reporting tools, workflows, and new-hire onboarding.

Requirements

• 1–2 years of experience in Sales Operations, Customer Success Operations, Revenue Operations, or Data Analytics within a B2B SaaS or technology environment.
• Hands-on experience administering HubSpot CRM, including workflow automation, custom reporting, and property management.
• Advanced Google Sheets or Excel skills, including formulas, pivot tables, and logical modeling.
• Ability to use AI tools such as Claude or ChatGPT and workflow automation tools such as n8n or similar.
• Knowledge of Customer Success metrics including retention, churn risk, NPS/CSAT, time-to-onboard, and account health.
• Strong organization, attention to detail, ownership, and proactive problem-solving skills.

Nice to have

• Familiarity with Metabase, Looker, Tableau, SQL, or APIs.
• Professional proficiency in English and Portuguese for collaboration with local and global teams.

Culture & Benefits

• Hybrid work focused on results, combining office collaboration, customer interaction, and work from home.
• Flexible vacation policy and an environment built around autonomy and ownership.
• Competitive compensation and stock options through ESOP from day one.
• Annual learning budget and accelerated internal development paths.
• Multicultural team with exposure to Portuguese, Spanish, and English.
• Open, inclusive, values-driven, product-led culture.