Customer Success Associate - Mexico City (Hybrid)
Core
Manage a portfolio of B2B fintech client accounts, driving retention, identifying growth opportunities, and ensuring value from onboarding through renewal.
Role type
Customer Success Associate (B2B Fintech)
Builds
B2B payment platform (corporate cards, bill pay, financing) for Latin American businesses
Domain
Fintech / B2B Payments
Deliverable
client delivery
Required skills
Account management, relationship management, commercial drive, CRM proficiency (Hubspot), data analysis, upsell/cross-sell identification, English and Spanish proficiency
Preferred skills
AI tool automation, product usage monitoring, customer health scoring, strategic thinking, process improvement
Technologies
Hubspot, Metabase
Responsibilities
Manage client portfolio to ensure platform value, drive customer retention, identify growth opportunities, collaborate with Sales/Product/Marketing, solve complex customer problems
Seniority
Mid-level, hands-on IC

