Representante de Éxito del Cliente (CRM)

Placements24; Región Centro; Hybrid; MXN 250,000 - 420,000; Full time

Benefits offered by this job

Fully remote work environment

Competitive salary and incentives

Health benefits (medical, dental, and視

Job summary

Placements24 is seeking a dedicated Customer Success Representative to join our fully remote team. You will guide clients post-sale, onboarding, and provide ongoing support to ensure maximum value from our products.

As a primary contact, you will proactively identify upsell opportunities, conduct regular check-ins, and liaise with internal teams to resolve issues while tracking client health metrics. Fluency in Spanish is required with English a bonus for a global team.

Qualifications

• Proven experience in customer success or related client-facing roles.
• Excellent communication, interpersonal, and problem-solving abilities.
• Strong organizational skills with multi-client management.
• Tech-savvy and quick to learn new software.
• Experience with CRM systems is a strong advantage.
• Able to work independently in a remote setting.

Responsibilities

• Manage a portfolio of clients ensuring onboarding and adoption of products/services.
• Proactively engage with clients to understand needs, goals, and challenges.
• Provide ongoing email, phone, and video support.
• Conduct regular check-ins and business reviews to ensure satisfaction.
• Identify upsell and cross-sell opportunities based on usage.
• Liaise between clients and internal teams to communicate feedback and resolve issues.
• Track customer success metrics and report on client health.
• Develop resources (FAQs, tutorials) to support clients.
• Contribute to building a strong, positive client community.

Skills

Customer success experience

Communication skills

Organizational skills

Tech-savvy

CRM experience

Remote work

Customer-focused

Bachelor's degree

Spanish language

Education

Bachelor's degree

Tools

CRM systems

Customer success platforms

Job description

About the Role

Our client is seeking a dedicated and proactive Customer Success Representative to join their fully remote team. This role is central to ensuring our clients maximize the value they receive from our products and services, fostering long-term loyalty and reducing churn. You will serve as the primary point of contact for clients post-sale, guiding them through onboarding, providing ongoing support, and proactively identifying opportunities for them to leverage our offerings more effectively. This is a remote-first position, offering flexibility and the opportunity to work from anywhere, while contributing to a dynamic and collaborative international team. Your success will be measured by client satisfaction, retention rates, and the growth of client accounts.

Key Responsibilities

• Manage a portfolio of clients, ensuring their successful onboarding and adoption of our products/services.


• Proactively engage with clients to understand their needs, goals, and challenges.


• Provide ongoing support and guidance to clients via email, phone, and video conferencing.


• Conduct regular check-ins and business reviews to ensure client satisfaction and identify potential issues.


• Identify opportunities for upselling and cross-selling based on client usage and evolving needs.


• Serve as a liaison between clients and internal teams (e.g., support, product development) to resolve issues and communicate feedback.


• Track key customer success metrics and report on client health.


• Develop and maintain resources (e.g., FAQs, tutorials) to support clients.


• Contribute to building a strong, positive client community.

Requirements

• Proven experience in customer success, account management, or a related client-facing role.


• Excellent communication, interpersonal, and problem-solving skills.


• Strong organizational skills and the ability to manage multiple clients and priorities effectively.


• Tech-savvy with the ability to quickly learn new software and platforms.


• Experience with CRM systems and customer success platforms is a strong advantage.


• Self-motivated, proactive, and able to work independently in a remote setting.


• A passion for helping customers achieve their goals.


• Bachelor's degree or equivalent practical experience.


• Proficiency in Spanish is required; English proficiency is highly desirable for effective communication with a global team and client base.

Benefits

• Fully remote work environment offering flexibility and work-life balance.


• Competitive salary and performance-based incentives.


• Comprehensive health, dental, and vision benefits.


• Opportunities for professional development and career growth in the customer success field.


• Be part of a growing, innovative company with a strong culture.


• Access to cutting-edge tools and technologies.


• A supportive and collaborative remote team.