Customer Success Manager
- Accepting Applications Closed
- US Company | Medium (51-250 employees)
- LATAM (100% remote)
- 3+ years
- Long-term (40h)
- Finance
- Full Remote
Required skills
- fintech
Requirements
Must-haves
- 3+ years of customer success or account management experience
- Experience with fintech products or financial technology environments
- Experience with account management, upselling, cross-selling, and renewals
- Ability to identify customer challenges and propose effective solutions
- Strong communication skills in both spoken and written English
Nice-to-haves
- Startup experience
- Bachelor’s Degree
What you will work on
- Drive revenue retention and expansion while ensuring customer success with company products
- Manage and grow a portfolio of existing accounts, nurturing long-term relationships and identifying growth opportunities
- Act as a trusted advisor by leveraging product expertise and data insights to improve customer outcomes and increase adoption
- Build and maintain relationships with key stakeholders and decision-makers across customer organizations
- Develop and execute strategic account plans focused on upselling, cross-selling, renewals, and long-term value growth
- Conduct regular business reviews to evaluate account health, satisfaction, and expansion potential
- Identify, pursue, and close upsell, cross-sell, and renewal opportunities to meet assigned revenue targets
- Monitor customer health metrics, identify risks, and define mitigation plans to ensure continued success and accurate revenue forecasting
- Provide ongoing guidance and support to ensure customers fully leverage available solutions
- Analyze customer usage data to identify improvement areas and increase product adoption by end users
- Deliver data-driven recommendations to optimize customer workflows and maximize business value
- Collaborate with Sales, Marketing, Product, and Support teams to communicate customer insights and support growth initiatives
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