Customer Success Manager - LATAM
Core
Front-line B2B Customer Success Manager ensuring partner success, retention, and adoption of Alpaca's financial brokerage APIs for US securities and crypto trading.
Role type
Senior Customer Success Manager (B2B/Enterprise)
Builds
Institutional-grade APIs for stocks, ETFs, options, crypto, and fixed income
Domain
FinTech / Brokerage Infrastructure
Deliverable
client delivery
Required skills
B2B/enterprise account management, customer lifecycle ownership (onboarding to renewal), escalation management, cross-functional collaboration, strategic forecasting, QBR delivery, SaaS/API understanding
Preferred skills
International B2B client experience, startup mindset
Technologies
SaaS, APIs
Responsibilities
Act as primary contact for B2B/enterprise customers; ensure customer satisfaction, retention, and success; manage internal and external escalations; maintain regular contact to understand business priorities and mitigate risks; work with partners to forecast growth and monitor progress; drive adoption of Alpaca features; represent partners internally across Marketing, Product, and Operations; provide internal reporting on account status and risk; develop success strategies; serve as trusted advisor to customer leadership; own full customer lifecycle post-signature; collaborate cross-functionally with Product, Sales, and Broker-Dealer teams.
Seniority
Mid-Senior, hands-on IC