Customer Success Specialitst IPF Digital is a Financial Services company part IPF Group and trades as Creditea in México. Our organizational purpose is to build a better world through financial inclusion, and we see the role Customer Success Specialist as being critical in shaping and persevering our organizational culture that is centred around our purpose. At IPF Digital we are committed to promoting strategies that help us maintain a balance between our personal and work lives, where each of our employees feels motivated and is reflected in business results.

The Customer Success

Specialist role is part of the local Operations Team and will be responsible for managing the relationship with the merchants/partners of our Pay Later Business Line. He/she will provide all the support to external (B2B) and internal clients, performing various operational and administrative tasks that support the overall function of the Paylater business line. Drive the end-to-end onboarding experience for new merchants, training, and support to ensure successful and timely implementation.

Create and maintain Up-to-Date documentation related to Onboarding, features, and support processes. Collaborate with internal teams (Finance, IT, Partnerships, CX, Business Support) to address merchant concerns efficiently. Propose and implement process improvements to enhance the efficiency and scalability of customer success operations.





Actively contribute to team meetings and strategy sessions, including regular collaboration with the Europa team (meetings conducted in English). English, conversational level (high).

Feedback

Collection and Analysis.

Technical

Support. Understanding of the reconciliation process (financial processes). Knowledge in Excel.

Customer Relationship

Management. CRM systems (e.g., Salesforce) and data management.

Experience in Customer Success, Partner Management, or Project Management roles, preferably in B2B environments.

Customer

Feedback and Advocacy (Experience in gathering and analyzing customer feedback to identify opportunities for product improvement and enhanced customer satisfaction).

Sales Force

Proficiency. Worked within digital financial services (Desirable).

Experience using Jira Software (Desirable). Bachelor’s degree in: Administration, Industrial Engineer, Communications or similar. Hybrid working model. Unlimited online Medical Attention, Psychological and Nutritional Advisory All short – listed candidates will be invited to do an initial online screening as part of the recruitment process.

IPF Digital México is an Equal Opportunity Employer, and we value diversity and inclusion in the workplace. All employment will be based on merit, competence, performance, and business needs.

📌 Phone Customer Service Representative (Remote) (Tijuana)
🏢 Ipf Digital
📍 Tijuana