Customer Success Manager

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Cultivate and maintain relationships with Spanish-speaking clients, including some based in the US, by providing outstanding customer success through proactive support and a structured approach.

• Oversee onboarding, training sessions, and occasional events, primarily in Mexico City or Monterrey (preferred location; however, willingness to travel is necessary).

• Leverage tools such as HubSpot, Teams, and Zoom to monitor client progress, address issues, and ensure product adoption within a rapidly growing environment.

• Work collaboratively with internal teams to elevate feedback, refine processes, and aid in client retention and growth.

⛳️ Requirements

• A minimum of **3 years** experience in customer success, account management, or support (preferably within the fintech, wealth tech, or family office sectors).

• Proficiency in **Spanish and English.**

• Familiarity with HubSpot, Teams, Zoom, or comparable CRM/tools.

• Ability to analyze customer data for actionable insights.

• A proactive, inquisitive, and process-oriented mindset, along with strong client-facing skills to excel in dynamic startups; adept at problem-solving and relationship development.

• Preference for candidates based in Mexico (Mexico City/Monterrey); other locations must be open to occasional travel.

• Bonus: Experience with wealth management tools is a plus.

🏝️ Benefits

• Compensation paid in USD.

• Fully remote working arrangement.

• Opportunities for growth within a thriving international company.

• Potential for direct hiring based on performance.