Senior Customer Success Manager – SaaS

Posted 6 days ago

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

📋 Description

• Manage the LATAM portfolio and serve as the trusted advisor for each account, addressing day-to-day inquiries to fostering executive relationships.

• Prepare and lead negotiations for renewals.

• Identify opportunities for upselling and cross-selling, collaborating with Account Executives to finalize deals.

• Direct onboarding and new projects by assessing client needs, initiating feasibility requests with Operations, and overseeing implementations to ensure a successful go-live with the Engagement Manager.

• Safeguard data quality by reviewing catalogues, matching, and data feeds prior to client delivery.

• Promptly escalate issues to Support and Operations teams.

• Conduct regular business reviews (QBRs) to demonstrate the value and ROI of Wiser's tools to clients.

• Monitor account health and usage, identify at-risk accounts early, and facilitate escalations towards resolution.

• Maintain accurate records in Salesforce, including opportunities, renewal stages, health scores, and account notes.

• Relay LATAM client and market insights to Product, Operations, and Marketing teams.


⛳️ Requirements

• A minimum of 5 years of experience in Customer Success, Account Management, or consulting within a B2B SaaS or data environment, particularly with large or strategic accounts.

• Demonstrated success in renewals, retention, and upselling, with accountability for revenue targets.

• Proficiency in both spoken and written Spanish and English.

• Residing in Mexico and authorized to work there.

• Comfortable working with data: capable of interpreting datasets, identifying inconsistencies, and translating numbers into a compelling business narrative.

• Strong client-facing skills: able to lead executive meetings, negotiations, and escalate issues effectively.

• Independent and organized, capable of collaborating with a manager in a different time zone.

• Familiarity with CRM systems, preferably Salesforce.

• Excellent proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.


🏝️ Benefits

• Full-time employment.

• Equal employment opportunity and a work environment free from discrimination, harassment, and retaliation.

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