The Company

Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991, Univeris has over 100 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit union, banking, insurance and investment dealer sectors.

About the Role:

At Univeris, client relationships are our top priority. We're looking for a dedicated and personable CSD to ensure the needs of our customers are met, create long-term, trusting relationships with our customers, develop new business from existing clients and actively seek new sales opportunities.

The adecuado candidate is a self-motivated and strategic thinker who loves to help solve problems. You thrive in a fast-paced setting and aren't afraid to wear a few hats and try new things. You understand the value of accountability and like to be part of a team. For this role,



deep familiarity with the Mexican wealth management landscape and an established network of senior industry relationships are essential to success.

Major Duties & Responsibilities
- Serves as the main point of contact in all matters related to client concerns and needs
- Build and strengthen client relationships to achieve long-term partnerships
- Work with sales and other internal teams to develop strategic account plans and ensure KPIs are being met
- Use sales techniques, processes and methodology to effectively manage accounts and up-selling opportunities
- Actively sells additional services and modules to existing clients
- Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients
- Maintain accurate client records, keeping track of any contract updates and renewals
- Analyze customer data to improve customer experience
- Maintain a detailed understanding of products an

📌 Customer Success Director (Ciudad de México)
🏢 Univeris
📍 Ciudad de México