[Hiring] Customer Success Manager @Workana

Role Description

As a Customer Success Manager, you will start managing a portfolio of less complex clients, nurturing relationships in a fast-paced, high-growth startup environment on explosive growth. You will ensure client satisfaction, drive proactive engagement, and support onboarding, events, and training, with opportunities to advance to higher-tier clients based on performance. This client-facing role emphasizes process orientation, curiosity, and relationship building in wealth tech, fintech, or family office contexts.

Responsibilities

• Manage and nurture relationships with Spanish-speaking clients (some in the US), delivering exceptional customer success through proactive support and process-driven approaches.
• Handle onboarding, training, and occasional in-person events, primarily in Mexico City or Monterrey (preferred location; otherwise, availability for travel required).
• Utilize tools like HubSpot, Teams, and Zoom to track client progress, resolve issues, and ensure adoption in a high-growth environment.
• Collaborate with internal teams to escalate feedback, optimize processes, and contribute to client retention and expansion.

Qualifications

• 3+ years in customer success, account management, or support (ideally in fintech, wealth tech, or family office sectors).
• Fluency in Spanish and English.
• Proficiency with HubSpot, Teams, Zoom, or similar CRM/tools.
• Experience analyzing customer data for insights.
• Proactive, curious, process-oriented, and client-facing traits to thrive in fast-paced startups; strong problem-solving and relationship-building skills.
• Preference for Mexico-based (Mexico City/Monterrey); other locations need availability for periodic travel.
• Bonus: Familiarity with wealth management tools.

Benefits

• Compensation in USD.
• Fully remote work.
• High-growth opportunities in an international company.
• Opportunity to become Direct Hiring based on performance.