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Customer Success Associate - Mexico City (Hybrid)

Mexico💼 Full-time🗓 2026-08-25 → 2026-09-27

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

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