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 gath

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🏢 Ipf Digital
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