Customer Success Manager (Ciudad de México)

Customer Success Manager (Ciudad de México)

12 ago
|
Adlecta
|
Ciudad de México

12 ago

Adlecta

Ciudad de México

About the Role As part of our ongoing commitment to excellence and general talent solutions, Adlecta is expanding its Business Process Outsourcing (BPO) services to support companies worldwide. We are currently hiring on behalf of Levvy, a U.S.-based, technology-driven company building a modern practice management platform - an operating system for accounting and advisory firms. Levvy replaces the dozens of disconnected apps firms juggle per client and captures the knowledge that usually lives in employees' heads: client nuance, evolving workflows, and full visibility for staff and owners. It's an early-stage startup competing with Karbon, Canopy, and TaxDome, and it integrates with tools firms already use like QuickBooks and Xero. The Role This is Levvy's first dedicated Customer Success hire - a customer-facing role that owns everything after the sale. Onboarding and support are handled today by the Founder and Head of Product; it works, but it doesn't scale. You'll own the post-sales experience end to end: onboarding new firms, supporting existing ones, driving adoption,



and building the CS function as we grow. It's also more than traditional CS. Many customer conversations aren't about how to use Levvy - they're about helping firms rethink their processes, design workflows, and adopt best practices. You'll be part consultant, part guide, and the customer's familiar face throughout. You'll report to the Founder and Director of Sales as the solo owner of this function. What You'll Do - Own onboarding end to end (currently three structured one-hour calls) - Serve as the ongoing point of contact - answer questions and resolve issues fast - Consult, don't just support: help firms map processes, build workflows, and adopt best practices - Become a product expert who can teach customers and run demos - Drive adoption and prevent churn - monitor usage, re-engage accounts, clear roadblocks - Spot expansion opportunities (e.g. new teams within a firm) without acting as a s

📌 Customer Success Manager (Ciudad de México)
🏢 Adlecta
📍 Ciudad de México

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