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Customer Success Manager (LATAM)

1 hour, 38 minutes ago
Mexico, Argentina, Brazil, Honduras, Panama, Colombia
Full-time
Mid Level
Customer Success Manager
Customer and Technical Support
CRM HubSpot JIRA Linear Notion Salesforce
Apply Now
Assistantly

Assistantly

Assistantly is a 360º solution that helps businesses find, hire, manage, and support top talent from the Philippines and Latin America. They offer services in outsourcing, offshoring consulting, virtual assistants, marketing, social media management, s...

Professional Services
51-250
Founded 2020
View All Jobs 19

Description

  • Own post-implementation customer relationships as the primary point of contact for assigned accounts.
  • Build long-term relationships with attorneys, administrators, and legal staff.
  • Conduct regular check-ins and business reviews to help customers achieve measurable value from the platform.
  • Monitor customer health and proactively address concerns before they escalate.
  • Troubleshoot customer questions and technical issues, then coordinate efficient resolution with Engineering.
  • Collaborate with Product, Engineering, and Sales to advocate for customers and support new feature rollouts.
  • Train customers on new features and best practices through webinars, training sessions, and educational materials.
  • Help customers optimize workflows, increase product adoption, and expand use of integrations, modules, and premium features.
  • Collect and document customer feedback and feature requests to inform product improvements.
  • Maintain accurate account notes and CRM records for team visibility.

Requirements

  • 3+ years of experience in Customer Success, Account Management, or a client-facing role within a SaaS environment.
  • Proven ability to manage a portfolio of accounts and drive retention and expansion outcomes.
  • Exceptional written and spoken English communication skills with a polished, professional presence.
  • Strong technical aptitude and the ability to troubleshoot platform issues and work effectively with Engineering.
  • Experience conducting customer trainings, webinars, or onboarding sessions.
  • Proactive, detail-oriented, and highly organized with the ability to manage multiple accounts simultaneously.
  • Experience in legal tech, immigration, or law firm operations preferred.
  • Familiarity with AI-powered platforms or workflow automation tools preferred.
  • Experience with CRM platforms such as HubSpot or Salesforce preferred.
  • Familiarity with tools such as Gmail/Outlook, Slack, Zoom, Jira, Linear, Loom, Notion, ChatGPT, or Claude.

Benefits

  • Competitive salary.
  • Paid US holidays.
  • Paid wellness days.
  • Health and wellness allowance.
  • Monthly profit sharing.
  • Long-term placement with real growth opportunities.
  • Continuous upskilling in AI, Operations, and Leadership.
  • Dedicated success coaching and support through Assistantly.

Interested in this position?

Apply directly on the company website

Apply Now

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