Customer Success Specialist (Fintech)

Location: Cincinnati, OH, United States

Company

hirify.global provides a fintech software platform for broker/dealer firms, RIA offices, and private banks to research, purchase, and manage alternative investments and annuities.

What you will do

• Respond to advisor inquiries through email, calls, and support channels with accurate and timely assistance.
• Triage incoming issues, troubleshoot login, navigation, and feature-related problems, and escalate complex cases.
• Track customer interactions and support tickets through resolution while meeting service-level agreements.
• Support client onboarding, training, meeting preparation, CRM updates, and internal reporting.
• Collaborate with Product, Support, Sales, Customer Success Managers, and Relationship Managers.
• Identify workflow inefficiencies and contribute to process improvements and knowledge-base updates.

Requirements

• 1–2 years of experience in a client-facing or operations role, ideally in SaaS or financial services.
• Strong organizational skills and attention to detail, with the ability to manage multiple requests.
• Excellent written and verbal communication skills.
• Customer-first mindset and a demonstrated ability to solve problems.
• Basic knowledge of CRM or support platforms such as Salesforce, Zendesk, or HubSpot.
• Ability to work effectively in a fast-paced, collaborative environment.

Culture & Benefits

• Work across a multi-solution platform supporting customers throughout onboarding and ongoing engagement.
• Cross-functional collaboration with Product, Support, Sales, and Customer Success teams.
• Performance expectations include timely ticket resolution, accurate data capture, and proactive escalation of customer risks.