Customer Success Manager
New
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WorkanaFintech, Wealth Tech
Mexico City, Mexico City, Mexico. Monterrey, Nuevo Leon, Mexico. Panama City, Panama, Panama. Santiago, Santiago Metropolitan Region, Chile. Medellín, Medellin, Colombia. Buenos Aires, Buenos Aires, Argentina (Preference for Mexico-based, other locations need availability for periodic travel).Full-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- Spanish, English
- Experience
- 3+ years
- Required Skills
- Problem SolvingHubSpotRelationship building
Requirements
- 3+ years in customer success, account management, or support
- Experience ideally in fintech, wealth tech, or family office sectors
- Fluency in Spanish
- Fluency in English
- Proficiency with HubSpot
- Proficiency with Teams
- Proficiency with Zoom or similar CRM/tools
- Experience analyzing customer data for insights
- Proactive, curious, process-oriented, and client-facing traits
- Strong problem-solving skills
- Strong relationship-building skills
- Preference for Mexico-based (Mexico City/Monterrey); other locations need availability for periodic travel
- Familiarity with wealth management tools (bonus)
Responsibilities
- Manage a portfolio of less complex clients, nurturing relationships in a fast-paced, high-growth startup environment
- Ensure client satisfaction, drive proactive engagement, and support onboarding, events, and training
- Advance to higher-tier clients based on performance
- Manage and nurture relationships with Spanish-speaking clients (some in the US), delivering exceptional customer success
- Handle onboarding, training, and occasional in-person events, primarily in Mexico City or Monterrey
- Utilize tools like HubSpot, Teams, and Zoom to track client progress, resolve issues, and ensure adoption
- Collaborate with internal teams to escalate feedback, optimize processes, and contribute to client retention and expansion
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