Medical Customer Success Specialist

Globaltize; Ciudad de México; On-site; MXN 420,000 - 540,000; Full time

Job summary

Globaltize is seeking an Account Manager for our healthcare technology portfolio in Latin America. The role focuses on managing and growing relationships with providers, driving adoption of technology solutions, and maximizing client value across the region.

The ideal candidate will be fluent in English and Spanish, adept at nurturing multi-country accounts, and skilled in using data to identify upsell opportunities and manage post-sale success.

Qualifications

• Experience in B2B Account Management, Customer Success, or Client Relationship Management.
• Fluent English and Spanish with strong written and verbal communication skills.
• Experience building and maintaining long-term B2B client relationships, ideally within Latin American markets.
• Ability to analyze customer performance metrics, identify account risks, and translate data into actionable recommendations.
• Experience identifying upselling, cross-selling, or account expansion opportunities within existing client relationships.

Responsibilities

• Manage and grow a portfolio of healthcare provider accounts, building strong, long-term relationships with doctors and medical practices.
• Serve as the primary point of contact for assigned clients, ensuring a positive experience and ongoing satisfaction.
• Monitor account performance using customer engagement, technology usage, and retention metrics to identify potential risks.
• Proactively identify and resolve client concerns before they escalate, coordinating solutions when needed.
• Drive upselling and account expansion by identifying opportunities to increase client investment based on performance data and business needs.
• Support onboarding and post-sale success, ensuring smooth transitions and continued adoption of company solutions.

Skills

B2B Account Management

Customer Success

Client Relationship Management

Fluent English

Fluent Spanish

CRM platforms

Tools

CRM platforms

Job description

Account Manager – Healthcare Technology (Bilingual English/Spanish)

Overview

We're looking for a proactive, data-driven Account Manager to manage and grow relationships with healthcare providers across Latin America.

You’ll own a portfolio of medical provider accounts, ensuring client satisfaction, identifying opportunities for upselling and account expansion, and helping providers maximize the value of healthcare technology, marketing, and patient management solutions. This role combines B2B Account Management, Customer Success, and Revenue Growth in an established international healthcare technology company.

Key Responsibilities

• Manage and grow a portfolio of healthcare provider accounts, building strong, long-term relationships with doctors and medical practices.
• Serve as the primary point of contact for assigned clients, ensuring a positive experience and ongoing satisfaction.
• Monitor account performance using customer engagement, technology usage, and retention metrics to identify potential risks.
• Proactively identify and resolve client concerns before they escalte, coordinating solutions when needed.
• Drive upselling and account expansion by identifying opportunities to increase client investment based on performance data and business needs.
• Support onboarding and post-sale success, ensuring smooth transitions and continued adoption of company solutions.

Requirements

• Experience in B2B Account Management, Customer Success, or Client Relationship Management, preferably with responsibility for an existing portfolio of accounts.
• Fluent English and Spanish, with strong written and verbal communication skills in both languages.
• Experience building and maintaining long-term B2B client relationships, ideally within Latin American markets.
• Ability to analyze customer performance metrics, identify account risks, and translate data into actionable recommendations.
• Experience identifying upselling, cross-selling, or account expansion opportunities within existing client relationships.
• Ability to manage the post-sale customer lifecycle, including onboarding, retention, and ongoing account development.
• Strong understanding of Latin American business culture and professional relationship management.

Nice to Have

• Previous experience in the healthcare, medical technology, or medical travel industry.
• Background in SaaS Account Management or Customer Success.
• Advanced experience with CRM platforms, account health tracking, and renewal management.
• Experience managing accounts for doctors, clinics, or other healthcare providers.

Why Join

Join an established international healthcare technology company where you'll take ownership of your accounts, build strategic provider relationships, and directly influence client retention and revenue growth.