Customer Success Executive (Spanish Speaker)

IUX; Estado de México; Presencial; MXN 350,000 - 450,000; Jornada completa

Descripción de la vacante

A global fintech firm in Mexico seeks a motivated Customer Success Executive (Spanish speaker) to support customer journeys and drive revenue through telesales. The role involves guiding customers, following up on processes, and ensuring smooth interactions. Candidates should have 1-3 years in customer service or telesales and strong communication skills in both Spanish and English. Join a rapidly growing team offering career growth, premium insurance, and flexible benefits.

Servicios

Career Growth

Premium Insurance

Flexible Benefits

Laptop & Support

Global Team

Formación

• 1-3 years of working experience in Customer Service, Call Center, or Telesales.
• Excellent verbal communication in both Spanish and English.
• Familiarity with CRM tools is preferred.

Responsabilidades

• Make outbound calls to engage customers with suitable offerings.
• Guide customers through internal processes for better engagement.
• Log all interactions and call outcomes in CRM in real time.
• Identify and escalate customer roadblocks impacting the experience.

Conocimientos

Customer-focused mindset

Commercially driven

Proactive approach

Sales comfort

Excellent organization

High attention to detail

Verbal communication in Spanish

Verbal communication in English

Herramientas

MS Office (Excel/Word)

CRM tools

Descripción del empleo

We are looking for a motivated Customer Success Executive (Spanish speaker) who will support customers through their journey in our service pipeline while also driving revenue through outbound sales engagement. This role focuses on customer follow-ups, retention, process guidance, and telesales conversions that contribute directly to the commercial team’s goals.

🚀 What You’ll Be Doing:

Outbound Telesales & Revenue Growth

• Make outbound calls to engage customers with suitable product/service offerings
• Drive upsell, cross-sell, and new sales conversions

Customer Success Ownership

• Guide customers through internal processes with clear explanations
• Ensure customers progress smoothly through each pipeline stage
• Support retention by building trust and long-term engagement

Process & Documentation Follow-up

• Call existing customers to provide updates and remind them of pending requirements
• Collect, verify, and log documents to ensure full compliance before processing

Internal Coordination

• Work with Operations, Tech, and Finance teams to resolve blockers or delays
• Ensure smooth handovers between internal stages

CRM & Data Accuracy

• Log all interactions and call outcomes in CRM in real time
• Maintain accurate records of customer progress and sales activities

Issue Identification & Escalation

• Spot customer roadblocks that affect conversion or onboarding
• Escalate promptly for resolution to protect customer experience and revenue outcomes

🎯 What We’re Looking For:

• Min 1-3 years of working experience in Customer Service, Call Center, or Telesales
• Excellent Spanish & English verbal communication + phone etiquette
• Mindset: Customer-focused and commercially driven, proactive and solution-oriented
• Skills: Excellent organization and high attention to detail
• Technical: Proficient in MS Office (Excel/Word) and familiar with CRM tools
• Sales Comfort: Confident in balancing telesales conversations with customer support and retention

💡 Why Join IUX?

• Career Growth: Start as an executive today, lead a department tomorrow. Many of our team have risen quickly
• Premium Insurance: Comprehensive health coverage for you and your family.
• Flexible Benefits: Travel, medical, dental, wellness spa, and gadgets covered.
• Laptop & Support: We provide your laptop, maintenance, and upgrades when possible
• Global Team: Work with colleagues across Asia, MENA, Latin America — and soon Europe

💼 Get to Know Us!

At IUX, we’re more than just a brokerage firm – we’re a global fintech shaping the future of trading. With a strong presence across Asia, MENA, and Latin America, and rapid expansion into Europe, we’re constantly innovating to deliver cutting-edge, client-centric solutions. Join us if you’re ready to experience a fast-paced, collaborative, and forward-thinking work culture where innovation meets opportunity.

All applications will be treated in strict confidence. By submitting your application, you consent to our privacy policy regarding the collection and use of personal data. Only shortlisted candidates will be notified.