A integral financial technology company is looking or a Customer Success Specialist to support the satisfaction, adoption and retention of a portfolio of accounts tied to a major financial institution partnership.
This is an individual-contributor role focused on client service and internal coordination - impact revenue, pricing decisions and accounts portfolio growth.ScopeThis role supports client satisfaction, retention and service quality for an assigned portfolio, working closely with the commercial/ sales team, which retains ownership of revenue targets, pricing and contract decisions.
The role does not have direct reports however, negotiate and interacts with other departments to comply customer demands.ResponsibilitiesSupport a portfolio accounts, helping clients successfully onboard, adopt and get ongoing value from the product/ service, impacting the growth, revenue, profitability and retention of accounts.Serve as a day-to-day point of contact for client questions, service request and issue resolution.Coordinate with internal teams (support, operations, product)



to resolve client needs and escalations.Build long-term relationships with key decision-makers at client organizations.Monitor account health indicators and flag early signs of of risk (declining usage, dissatisfaction, service issues) to the commercial team.Maintain accurate, up-to-date records of client interactions, tickets and account status in the CRM/help desk system.Contribute client feedback and insights to support the commercial team's renewal and expansion conversations, helping sales teams to execute cross-sell, up-sell and portfolio expansion opportunities.Prepare basic reporting on account status and service metrics for internal review.RequirementsBachelor's degree in Business Administation, finance, communications marketing or a related field.5+ years of experience in customer success, client support, account coordination or a similar customer-facing role.Experience in banking, fintech, payments, financial technology or B2B environments is a plus.Strong communications and organizational skills; comfort managing multiple client accounts and follow-ups simultaneously.Intermediate to advanced English: B2 or C1.Nice to haveFamiliarity with CRM or helpdesk/ ticketing tools (Salesforce, HubSpot, Zendesk or similar).
Exposure to payments, acquiring or e-commerce enviroNments.Excel reporting skills.

📌 Customer Success Specialist- Strategic Accounts (México)
🏢 ManpowerGroup Caribe y Centroamérica
📍 México