Nearshore Business Solutions
Customer Success Manager
- Compensation
- Not disclosed
- Location
- Bogotá, Colombia
- Work setup
- Remote
- Seniority
- Not specified
- Employment
- Contract
- Experience
- 5+ years
- Category
- Customer success
- Posted
Skills
Must have
- 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.
Nice to have
- 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.
Full description
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.