Customer Success Manager
New
LATAMFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 3–5+ years
- Required Skills
- Software DevelopmentSalesforceSaaSHubSpot
Requirements
- 3–5+ years of experience in Account Management, Client Success, or Business Development within a tech/software company.
- Proven track record of account growth (upselling, cross-selling, renewals) and revenue target achievement.
- Experience managing mid-to-large B2B accounts and building long-term client relationships.
- Strong financial acumen: revenue forecasting, margin management, pipeline tracking, and P&L understanding.
- Experience negotiating contracts and driving commercial expansions.
- Solid understanding of technology solutions (SaaS, software development, cloud, or IT services).
- Ability to collaborate cross-functionally with Product, Engineering, Finance, and Legal teams.
- Strong stakeholder management skills, including executive-level communication.
- Hands-on experience with CRM tools (e.g., Salesforce or HubSpot).
- Excellent problem-solving, strategic thinking, and client-oriented mindset.
Responsibilities
- Build, manage, and strengthen long-term, trust-based relationships with assigned clients.
- Act as a strategic partner, understanding client needs and anticipating opportunities.
- Ensure high levels of client satisfaction, retention, and overall experience.
- Define and implement growth strategies for each account (upsell, cross-sell).
- Proactively identify new business opportunities.
- Negotiate new and existing contracts to maximize value and maintain strong partnerships.
- Develop and execute strategic account plans aligned with both client objectives and company goals.
- Define, maintain, and achieve revenue, forecasting, and margin targets (gross and contribution).
- Report key metrics including revenue, forecast, opportunities, deals, and overall client temperature.
- Manage necessary investments for client growth, evaluating ROI and operational efficiency.
- Ensure contractual compliance and coordinate closely with Finance and Legal teams when needed.
- Work closely with technical teams and other internal departments to ensure a seamless client experience.
- Maintain a strong technical understanding of the company’s offerings to provide strategic guidance.
- Actively participate in internal meetings, raising risks, improvements, and relevant initiatives.
- Create internal reference guides documenting key product features and applications.
- Resolve client issues or requests promptly and effectively.
- Propose improvements, best practices, and innovation opportunities for client projects.
- Collect and act on client feedback to improve processes, products, and services.
- Utilize the CRM to track interactions, agreements, opportunities, and account details.
- Maintain clear documentation of communications, contractual changes, and strategic decisions.
- Ensure forecasting accuracy and update predictions regularly based on new insights.
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