Customer Success Manager

Job Title: Customer Success Manager - FinTech

Location: Remote – Latin America

Type of Contract: Contractor | Full Time

Language Requirements: Professional English

Our client is seeking a Customer Success Manager with 5+ years of B2B SaaS customer success experience and a strong background managing enterprise relationships. In this role, you will drive customer adoption, strengthen long-term partnerships, and help finance teams maximize the value of accounts receivable automation. Your work will directly impact customer retention, account health, and measurable business outcomes.

Key Responsibilities

• Manage post-onboarding relationships with enterprise customers across finance, IT, operations, and executive leadership.
• Help customers achieve business goals by connecting their platform to their daily workflows, particularly order management and collections.
• Monitor product usage, reinforce adoption, and deliver ongoing customer education.
• Track account health, identify risks early, and coordinate action plans to address customer concerns.
• Understand customer priorities, validate business needs, and align product use cases with expected outcomes.
• Maintain accurate CRM records, account plans, customer commitments, and health updates.
• Collaborate with Product, Engineering, Adoption, Solution Engineering, and Account Management teams to improve customer outcomes and validate potential expansion opportunities.

Must-Have Qualifications

• 5+ years of experience in Customer Success or a related post-sale role within B2B SaaS, including enterprise accounts.
• Proven experience managing complex customer relationships across finance, IT, operations, and executive stakeholders.
• Strong ability to build customer trust, understand business objectives, and drive measurable post-adoption outcomes.
• Experience identifying account risks, communicating concerns proactively, and coordinating effective solutions.
• Ability to connect software capabilities with customers’ operational workflows.
• Excellent written and verbal communication, account planning, and CRM documentation skills.
• Strong collaboration skills and the ability to manage a sizeable customer portfolio.

Preferred Qualifications

• Experience in fintech, finance operations, accounts receivable, collections, order management, ERP, treasury, or quote-to-cash workflows.
• Experience supporting global customers or working at a high-growth SaaS or enterprise software company.
• Experience training customer teams and integrating software into established business processes.

Interested in driving customer success and helping enterprise finance teams achieve better outcomes? Apply today!