Customer Success Director

3 weeks, 3 days ago
Full-time
Senior
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
251-1K
Founded 2012
$123M raised

Description

  • Serve as the primary contact for client concerns, needs, and account health.
  • Build and strengthen long-term client partnerships.
  • Develop strategic account plans with sales and internal teams, and track KPI performance.
  • Manage accounts, renewals, contracts, upselling, and cross-selling opportunities.
  • Sell additional services and modules to existing clients.
  • Analyze customer data to improve the client experience.
  • Advise clients on products and services that meet their needs.
  • Leverage senior executive relationships and develop partnerships within Mexico’s wealth management ecosystem.
  • Represent Univeris at local marketing events and executive roundtables.

Requirements

  • Minimum 5 years of direct experience in wealth management, including 4+ years in account management, customer success, or a similar client-facing role.
  • Proven client management and sales experience with a record of meeting or exceeding targets.
  • Established senior-level network in Mexico’s wealth management industry.
  • Deep knowledge of Mexico’s financial services market, including CNBV regulations, competitors, and client expectations.
  • Knowledge of wealth management systems, mutual fund trading, financial advisory platforms, investment products, and regulatory frameworks.
  • Bachelor’s degree or equivalent education and experience in engineering, information systems, business administration, or finance.
  • Fluent in Spanish and English.
  • Strong communication, consultative selling, persuasion, negotiation, and collaboration skills.
  • Ability to work independently in a fast-paced, results-oriented environment.
  • Must reside in Mexico City or the surrounding metropolitan area; periodic travel of 10–20% is required.

Benefits

  • Primarily home-based work environment.
  • Periodic client travel required at approximately 10–20%.
  • Inclusive workplace with accommodation available throughout the recruitment process.

Interested in this position?

Apply directly on the company website

Apply Now

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