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 integral customers or working at a high-growth SaaS or enterprise software company.

- Experience training customer teams and integrating software into established business processes.

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📌 Customer Success Manager (Bogotá)
🏢 Nearshore Business Solutions
📍 Bogotá