Customer Success Manager

Nearshore Business Solutions; Bogotá; Remote; COP 286,451,000 - 381,934,000; Full time

Job summary

Nearshore Business Solutions is seeking a Customer Success Manager for FinTech SaaS on a remote LATAM basis. You will manage post-onboarding relationships with large enterprise customers, drive adoption, and align product use with customer goals across finance, IT, and operations.

You will monitor usage, ensure renewal readiness, and coordinate cross-functional teams to deliver measurable business outcomes and expansion opportunities in a fast-growing environment.

Qualifications

• 5+ years of experience in Customer Success or 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.

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.

Skills

Customer Success

Enterprise accounts

CRM documentation

Account planning

Communication

Job 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 aCustomer 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.