Customer Success Manager managing customer onboarding, account health, and engagement. Collaborating with various teams to ensure long-term customer satisfaction and growth.
Responsibilities
Customer Onboarding & Adoption Partner with the onboarding team to ensure new locations are fully onboarded, trained, and actively using the platform within established timelines. Support customers during early adoption to drive long-term success.
Account Management & Retention Own the health of assigned accounts by maintaining strong relationships, proactively managing renewals, and identifying potential risks early. Work to improve overall customer health and retention across your portfolio.
Quarterly Business Reviews (QBRs) Prepare and deliver QBRs that highlight product usage, outcomes, adoption trends, and potential growth opportunities. Present insights and recommendations to customer leadership teams.
Customer Engagement Maintain regular, value-driven communication with customers through meetings, check-ins, and personalized outreach. Ensure customers feel supported, informed, and confident in the value they receive.
Cross-Functional Collaboration Collaborate closely with Growth Managers and Pipeline & Programs teams to support multi-location expansions, upsell opportunities, and risk mitigation strategies for at-risk accounts.
Account Rescue & Risk Management Identify accounts in severe or at-risk status and actively work on recovery plans to improve engagement, usage, and overall health.
Requirements
Experience in Customer Success, Account Management, Client Services, or a related role
Strong customer-facing communication skills
Ability to manage multiple accounts and priorities simultaneously
Comfort working with metrics, dashboards, and customer usage data
Proven ability to collaborate cross-functionally
Strong problem-solving and relationship-building skills
Experience supporting multi-location or enterprise customers
Background in SaaS, healthcare, senior living, or technology-enabled services
Experience leading QBRs or executive-level customer conversations
Advanced English
Located in Guadalajara and open to a 3x2 hybrid setting (Must)
Benefits
🎄 **Christmas Bonus**: 30 days, to be paid in December.
🩺 **Major Medical Expense Insurance**: Coverage up to $20,000,000.00 MXN.
🩹 **Minor Medical Insurance**: VRIM membership with special discounts on doctor’s appointments and accident reimbursements.
😁 **Dental Insurance**: Always smile with confidence!
CRM Associate managing dynamic marketing campaigns across customer products at DraftKings. Collaborating with Analytics, Product, and Engineering teams during peak sports moments.
Customer Success Specialist assisting cyclists with inquiries about bicycle insurance products and services. Working closely with the Customer Experience team to support both customers and partners.
Especialista en CRM y BI para Super Food Holding, liderando proyectos de datos y análisis de mercado. Brindando soporte para decisiones estratégicas y gestionando herramientas CRM.
Customer Success Specialist managing customer onboarding, satisfaction, and upselling for Lexroom's legal AI platform. Collaborating with internal teams and ensuring excellent customer feedback and KPI tracking.
Customer Success Manager at Grata driving growth within Strategic Accounts for private market dealmaking. Engaging with senior stakeholders and ensuring successful delivery of services and solutions.
Customer Success Executive ensuring satisfaction and success for drivers within Moove's mobility ecosystem. Collaborating internally to address user needs and enhance service delivery.
Client Success Manager ensuring high - quality experiences for key partners in climate events. Managing relationships and coordinating delivery for impactful climate initiatives.
Director of Customer Success overseeing Adobe's customer success strategy for Creative Professionals. Leading a team to enhance customer adoption and value realization across diverse solutions.
Join Vitrio as a CRM Apprentice to support and learn about CRM campaign operations. Develop skills in client management and operational tasks in a hybrid model based in São Paulo.