Pooled Customer Success Manager

Bonterra

. Execute structured outreach to an assigned portfolio of customers at onboarding, adoption, and value-realization milestones .

Posted 9/21/2026full-timeRemote • MexicoJunior💰 MX$367,400 - MX$450,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success and Account Management, with a strong focus on relationship building, effective communication, and customer engagement. Proficient in utilizing CRM tools like Gainsight to track customer health and manage outreach processes.

Highest-signal resume keywords

Customer Success ExperienceGainsight ProficiencyBilingual Communication (English and Spanish)Relationship BuildingPortfolio Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SuccessAccount ManagementCRM PlatformsCustomer OutreachData TrackingCustomer Feedback DocumentationRisk MitigationSaaS Product KnowledgeTask ManagementProfessional Communication

Soft Skills

Effective CommunicationRelationship BuildingTeam CollaborationCommitment Follow-ThroughMulti-tasking

Tools & Technologies

GainsightSalesforce

Industry Keywords

Customer EngagementOnboardingAdoptionValue RealizationCustomer Health Indicators

About the role

Key responsibilities & impact

Execute structured outreach to an assigned portfolio of customers at onboarding, adoption, and value-realization milestones
Support webinars, office hours, and digital programs under senior team-member direction
Respond to customer inquiries and direct customers to appropriate resources, tools, and next steps
Track usage trends and customer-health indicators using internal tools
Flag risks or disengagement signals and participate in mitigation efforts for at-risk customers
Develop foundational knowledge of Bonterra's SaaS product suite and explain core features and workflows
Capture and document customer feedback for internal stakeholders
Maintain accurate customer records in Gainsight
Follow portfolio-management and customer-outreach processes
Surface customer-pattern observations and process questions to senior colleagues
Provide timely, professional outreach and maintain accurate account-health and engagement records across the assigned portfolio

Requirements

What you’ll need

1 or more years of experience in Customer Success, Account Management, customer service, or a comparable customer-facing role
Demonstrated ability to build relationships, follow through on commitments, and communicate effectively in a professional setting
Familiarity with CRM or customer success platforms such as Gainsight, Salesforce, or similar tools, or willingness to learn
Strong written and verbal communication skills in both English and Spanish
Ability to manage multiple tasks and priorities in a structured, team-supported environment
At this time, unable to consider candidates who require current or future sponsorship for employment authorization

Benefits

Comp & perks

Comprehensive benefits package supporting health, well-being and growth
Bonuses, incentives, and equity may be included in the total rewards package