Customer Success Associate (México)

Customer Success Associate (México)

13 ago
|
Klerk
|
México

13 ago

Klerk

México

Job Title: Customer Success Associate

? Location: Remote

? Job Type: Full-Time

? Industry: B2B, Travel, Event Management

About the RoleKlerk is the first Agentic EventOps platform, we use AI agents to source, negotiate, and deliver everything a business event needs, from venues and hotels to catering, AV, logistics, and attendee services. We're seeking a detail-oriented, empathetic, and highly organized Customer Success Associate to partner with our event organizers and business clients, and hit the ground running!

As a Customer Success Associate, you'll be the trusted point of contact for the event organizers and businesses who rely on Klerk. You'll guide clients from onboarding through renewal, help them get the most out of the platform for each event they run, and act as the voice of the customer inside Klerk ensuring every organizer feels supported, every event runs smoothly, and every account grows.

Duties and Responsibilities

- Own the post-sale relationship with a portfolio of event organizers and business clients, serving as their primary point of contact and trusted advisor
- Lead client onboarding, setting up accounts, room blocks, and workflows so organizers can launch their first event on Klerk quickly and confidently
- Guide event organizers through the full event lifecycle, from planning and hotel/room-block setup to attendee coordination and post-event follow-up
- Provide hands-on support during live events, proactively troubleshooting booking, accommodation, and logistics issues so events run without disruption
- Coordinate closely with hotels, venues, and partners on behalf of clients to resolve availability, contracting, and attendee-experience needs
- Drive product adoption by training clients on Klerk's planning tools, recommendations, and features, and sharing best practices tailored to each organizer's goals
- Monitor account health, usage, and satisfaction; identify at-risk accounts early and lead retention and renewal efforts




- Spot and act on opportunities to expand accounts as organizers plan additional events or grow their travel needs
- Gather, document, and champion customer feedback internally to influence the product roadmap and improve the event and travel experience
- Maintain and update CRM records, account notes, and success plans, and prepare account summaries and reporting for clients and leadership
- Develop and refine onboarding materials, help resources, and repeatable success playbooks that scale as Klerk grows
- Collaborate cross-functionally with Sales, Product, Operations, and Support teams to ensure a seamless client experience and smooth event execution

Please note this is a growth-focused position within a fast-paced, early-stage startup environment, with significant opportunity to grow into senior Customer Success, account management, or event-operations leadership roles. Preferred Qualifications
- 1–3 years in customer success, account management, client services, event coordination, hospitality, or a related client-facing role
- Experience supporting event organizers, conferences, corporate travel, or hospitality is a strong plus
- Exceptional relationship-building skills and a genuine, empathetic approach to helping clients succeed
- Strong organizational and project-management skills, with the ability to manage multiple accounts and events at once and meet deadlines
- Exceptional attention to detail and a proactive, problem-solving mindset
- Strong written and verbal communication skills, with the ability to explain tools and processes clearly
- Comfortable working in a fast-moving, remote environment and adapting as priorities shift
- High level of discretion and professionalism when handling client relationships and data
- Tech-savvy, with experience using CRM tools (e.g., HubSpot), project-management software, and Google Workspace; comfortable learning new platforms quickly

- Why Klerk

- Join us at a pivotal moment as we redefine EventOps for a new era. You'll work directly with the organizers shaping real-world events, help build the customer-success function from the ground up, and grow alongside a company that's turning complex event and travel logistics into something effortless.

📌 Customer Success Associate (México)
🏢 Klerk
📍 México

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