Customer Success Director

7 hours, 2 minutes ago
Full-time
Executive
Customer and Technical Support
Lever

Lever

Lever is a leading Talent Acquisition Suite that provides modern hiring and talent management solutions. Their applicant tracking system (ATS) with candidate relationship management capabilities empowers hiring teams to streamline recruiting efforts an...

Professional Services
201-500
Founded 2012
$123M raised

Description

  • Serve as the primary contact for client concerns, needs, and product questions.
  • Build long-term client relationships and develop strategic account plans with sales and internal teams.
  • Manage account performance against KPIs, customer health, contract updates, and renewals.
  • Identify and pursue upsell, cross-sell, and new business opportunities within existing accounts.
  • Maintain deep knowledge of Univeris products and services to recommend appropriate solutions.
  • Analyze customer data to improve the client experience.
  • Leverage senior executive relationships at Mexican wealth management institutions to accelerate engagement.
  • Represent Univeris locally at client meetings, regional marketing events, and executive roundtables.
  • Build relationships with industry partners and influencers in the Mexican wealth management ecosystem.

Requirements

  • Current residence in Mexico City or the surrounding metropolitan area.
  • 5+ years of wealth management industry experience, including 4+ years in account management, customer success, or a similar client-facing role.
  • Established senior-level network within Mexico's wealth management industry, including banks, brokerages, casas de bolsa, investment dealers, or insurance firms.
  • Deep knowledge of the Mexican financial services market, including CNBV regulations, local competitors, and client expectations.
  • Proven client management and sales experience with a record of meeting or exceeding sales targets.
  • Experience leveraging industry relationships to drive commercial outcomes in Mexican financial services.
  • Knowledge of wealth management systems, mutual fund trading, and the IT/WealthTech industry.
  • Bachelor’s degree in Engineering, Information Systems, Business Administration, Finance, or equivalent education and experience.
  • Fluency in Spanish and English.
  • Strong consultative selling, communication, persuasion, negotiation, and collaboration skills.
  • Ability to work independently in a fast-paced, results-oriented environment.
  • Ability to travel to clients periodically (10–20%).

Benefits

  • Home-based work arrangement.
  • Inclusive workplace that values diverse perspectives.
  • Recruitment-process accommodations in accordance with applicable accessibility legislation.

Interested in this position?

Apply directly on the company website

Apply Now

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