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Snatch UP Jobs Linkedin · Posted 2mo ago

Customer Success Manager

Mexico City

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Indexed description

Are you an analytical client-facing professional with a background in consulting, fintech, or project-oriented environments? Do you have a talent for guiding clients through complex AI implementations and speaking the language of ROI?

We are seeking a dynamic Customer Success Manager to join our team. Shifting from a traditional SaaS model to a deeply consultative partner, we need someone who can go beyond standard account management to act as a strategic advisor. In this pivotal role, you will help our clients navigate advanced planning processes, ensuring they achieve maximum value, customized solutions, and demonstrable return on investment from our AI-driven platform.

What You Will Be Doing

  • Consultative Guidance & Implementation: Partner closely with clients to understand their unique financial and operational workflows, leading high-impact professional services and implementation projects (especially involving AI tools).
  • Strategic Partnership: Cultivate deep, long-term relationships with a diverse range of client stakeholders, from daily end-users to C-level executives, acting as a trusted advisor rather than just a software vendor.
  • Value Realization & ROI: Collaborate with clients to define clear operational goals, conducting regular business reviews to showcase progress and illustrate concrete financial returns.
  • Client Onboarding & Adoption: Lead comprehensive onboarding and tailored training initiatives to accelerate platform adoption and ensure clients quickly realize strategic value.
  • Proactive Engagement: Monitor usage data and operational health to proactively identify risk areas and growth opportunities, engaging early with accounts to prevent churn.
  • Growth & Expansion: Strategically manage the renewal process and actively identify opportunities for upsell, cross-sell, and extended professional services within your portfolio.
  • Product Influence: Serve as the voice of the customer internally, gathering valuable feedback to collaborate with product and engineering teams to help shape our platform’s roadmap.

Requirements

  • Professional Background: 2-5 years of proven experience in management consulting, fintech, implementation, or technical project management. Experience delivering professional services or executing AI implementation projects is highly advantageous.
  • Financial & Analytical Acumen: Exceptional analytical and problem-solving skills, with the ability to confidently discuss financial metrics and business ROI. Proficiency in data manipulation tools, including Microsoft Excel, SQL, and Python, is required.
  • Communication & Collaboration: Demonstrated ability to manage complex, project-oriented client engagements, communicate intricate technical concepts clearly, and foster a truly customer-centric approach.
  • Organizational Prowess: Meticulous attention to detail and superior organizational skills, essential for managing multiple priorities and custom client deliveries in a dynamic environment.
  • Educational Foundation: A Bachelor's degree in Industrial Engineering, Finance, Business Analytics, or a related technical/analytical field is preferred.
  • Language: Fluent in English.
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