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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer retention and growth strategies, with a strong focus on developing Success Plans and managing enterprise-level customer portfolios. Proficient in influencing cross-functional teams and advocating for customer needs while maintaining strong organizational and communication skills.
Highest-signal resume keywords
Customer Success ManagementFluency in SpanishExperience with ERP, CRM, or ECM SolutionsStrong Business and Technology AcumenProven Experience Managing Enterprise-Level Customer Portfolios
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Retention StrategiesSuccess Plan DevelopmentRisk MitigationProject ManagementBusiness Review Delivery
Soft Skills
Strong Communication SkillsOrganizational SkillsMultitaskingAbility to Build TrustInfluencing and Motivating Teams
Certifications & Qualifications
Bachelor's Degree or Equivalent Experience
Industry Keywords
Financial ServicesBanking SectorLatin American MarketCustomer AdvocacyCross-Functional Collaboration
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Drive customer retention and growth throughout the customer lifecycle, from contract signature through renewal and expansion
- Understand customer business objectives and design Success Plans with clear objectives reviewed monthly
- Identify and mitigate customer risk through early intervention
- Develop and execute Save Plans with account and leadership teams to protect ARR and mitigate churn
- Deliver business reviews with cross-functional departments
- Advocate for customer product feature priorities and feedback with the product team
- Cultivate customer advocates who share success stories at events and beyond
- Partner with customer care and technical account management teams to prevent and manage critical escalations
- Keep leadership informed and mobilize internal resources
- Represent the customer voice to inform support, marketing, sales, services, partner, and product strategy
- Serve as the primary point of contact for customers post-implementation across Latin America, with primary focus on the Colombia customer portfolio
Requirements
What you’ll need- Bachelor's degree or equivalent experience
- Minimum of 2 years of experience as a Customer Success Manager
- Fluency in Spanish required
- Strong oral and written communication skills and professional discretion and tact
- Strong organizational, multitasking, and time management skills
- Ability to work independently in a geographically distributed regional environment
- Strong business and technology acumen
- Demonstrated knowledge of company software and technology
- Experience with ERP, CRM, or ECM solutions required
- Ability to influence, motivate, and mobilize team members and business partners
- Up to 25% travel time required
- Proven experience managing enterprise-level customer portfolios within complex, multi-stakeholder environments
- Experience in the financial services or banking sector is desirable
- Familiarity with the Latin American market
- Portuguese proficiency is a plus
- Ability to establish rapport, build trust, and gain consensus across diverse, geographically distributed teams
- Ability to manage projects to completion with minimal oversight
Benefits
Comp & perks- Career development resources
- Wellbeing programs
- Innovation practices
- Inclusive workplace culture
- Employee initiatives and giving campaigns supporting community organizations
