The largest platform for hiring top remote talent from Latin America.
Customer Success Manager
Location
Mexico
Posted
46 days ago
Salary
0
Seniority
Senior
Job Description
Customer Success Manager
Workana
• Manage and nurture relationships with Spanish-speaking clients (some in the US), delivering exceptional customer success through proactive support and process-driven approaches. • Handle onboarding, training, and occasional in-person events, primarily in Mexico City or Monterrey (preferred location; otherwise, availability for travel required). • Utilize tools like HubSpot, Teams, and Zoom to track client progress, resolve issues, and ensure adoption in a high-growth environment. • Collaborate with internal teams to escalate feedback, optimize processes, and contribute to client retention and expansion.
Job Requirements
- 3+ years** in customer success, account management, or support (ideally in fintech, wealth tech, or family office sectors).
- Fluency in **Spanish and English.**
- Proficiency with HubSpot, Teams, Zoom, or similar CRM/tools.
- Experience analyzing customer data for insights.
- Proactive, curious, process-oriented, and client-facing traits to thrive in fast-paced startups; strong problem-solving and relationship-building skills.
- Preference for Mexico-based (Mexico City/Monterrey); other locations need availability for periodic travel.
- Bonus: Familiarity with wealth management tools.
Benefits
- Compensation in USD.
- Fully remote work
- High-growth opportunities in an international company.
- Opportunity to become Direct Hiring based on performance.
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