Lead the Delivery & Customer Success team at Optiml, ensuring client value through complex software implementations and efficient operations. Executive collaboration for enterprise clients in real estate and energy.
About the role
- Customer Success Manager managing strategic accounts in the financial technology sector while ensuring satisfaction and long-term relationships. Leading the adoption of innovative solutions in a hybrid working environment.
Responsibilities
- Gestionar y acompañar proactivamente las cuentas asignadas, asegurando satisfacción y resultados
- Monitorear la salud del cliente, anticipar riesgos y oportunidades de expansión
- Conocer a fondo la solución y los procesos del cliente para optimizar su adopción y uso
- Coordinar con equipos internos para garantizar respuestas ágiles y una experiencia integral
- Supervisar proyectos, despliegues y capacitaciones, asegurando calidad y continuidad operativa
- Detectar oportunidades de upsell/cross-sell y promover la mejora continua
- Elaborar reportes ejecutivos y mantener comunicación clara con stakeholders
- Recoger feedback para Producto y fortalecer la propuesta de valor
- Gestionar indicadores claves del área
- Realizar QBRs con clientes estratégicos
Requirements
- +5 años de experiencia en Customer Success o gestión de cuentas B2B
- Conocimiento de la industria financiera o de tecnología
- Inglés intermedio/avanzado
Benefits
- Cobertura médica (Posterior al periodo de prueba)
- Programa de referidos con incentivos de bonificación
- Desarrollo continuo, sesiones de capacitación en nuestra plataforma en línea
- Oportunidad de interactuar con clientes de diferentes países
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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