The Customer Success Manager will ensure the satisfaction and success of our clients. We are seeking someone with a focus on customer service and a financial background, oriented towards results and detail-oriented.
As a Customer Success Manager, your main objective will be to establish strong and lasting relationships with clients, aiming for the retention and continuous growth of accounts. You will drive customer success and satisfaction by serving as a key link between clients and internal teams, ensuring effective communication, problem-solving, and continuously showing value for the client's workflow according to their success criteria.
**Responsibilities**:
- Understand customer outcomes by creating relationships with customers, analyzing their behaviors and trends during and after earnings seasons, and gather product feedback.
- Represent the voice of the customer to provide input into every core product, marketing and sales process.
- Serve as the primary contact for the onboarding of new customers, the training of platform end users, as well as post go-live support.
- Collaborate with the product team to translate the customer’s feedback into product functionalities and troubleshoot technical issues raised by customers.
- Gauge customers’ levels of engagement with the company and provide feedback to the other teams regarding product and service improvements.




- Provide insights to customers to ensure that they get the most out of Daloopa with the aim of growing the account.
- Collaborate closely with internal teams, including product, operations, and marketing, to ensure smooth communication and delivery of personalized solutions that meet customer expectations.
- Establish and maintain strong relationships with customers, acting as the main point of contact to address inquiries, concerns, and requests in a timely and effective manner.
**Requirements**:
- 5+ years in a client facing role as part of a customer success or account management
- **Financial background**:
- Proven track record of working in a customer facing role
- Experience with a CRM systems (**Salesforce**) manage the customer journey is required
- Excellent communication and interpersonal skills
- A high level of accuracy and attention to detail is required
- Driven, self-motivated, enthusiastic and with a “can do” attitude
- **Advance business level English**
Pay: From $60,000.00 per month
Application Question(s):
- Have you worked in the Financial industry?
- Do you have experience working in a customer facing role?
**Experience**:
- salesforce: 2 years (preferred)
**Language**:
- English (required)
Work Location: Remote

📌 Customer Success Manager (México)
🏢 Qualifinds
📍 México