Client Success & Expansion Manager – Account Growth

Valatam

. Lead the Account Management team .

Posted 10/16/2026full-timeRemote • Colombia, Costa Rica, Mexico, Guatemala, Honduras, BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership in Account Management, focusing on client retention, upselling strategies, and team performance optimization. Proficient in HubSpot CRM and fluent in English and Spanish, with a proven track record in B2B Customer Success.

Highest-signal resume keywords

Account Management LeadershipB2B Customer SuccessHubSpot CRM ProficiencyAccount Retention StrategiesFluent English & Spanish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account RetentionChurn Prevention StrategiesB2B UpsellingAccount Health TrackingPipeline ManagementPerformance ReviewsForecastingKPI TrackingClient Call CoachingOnboarding Optimization

Soft Skills

Team LeadershipCoachingCommunicationProblem-SolvingCollaboration

Tools & Technologies

HubSpotCRM SystemsBPO ServicesVirtual Assistant Services

Industry Keywords

B2BAccount ManagementCustomer SuccessRemote TeamsNearshore Staffing

About the role

Key responsibilities & impact

Lead the Account Management team
Set retention and expansion targets
Conduct weekly performance reviews
Provide client-call coaching
Hire, onboard, and scale Account Managers
Monitor account health across active accounts
Establish retention plans for at-risk clients
Lead critical escalation conversations to reduce lost MRR
Identify additional staffing needs and maintain an account expansion pipeline
Coach Account Managers through proposals and closing extra placements
Optimize onboarding check-ins and establish formal review cadences
Oversee testimonial and case study collection
Partner with Marketing to showcase client success stories
Document and enforce account management workflows in HubSpot
Streamline Sales-to-Account Management handovers
Ensure team compliance with response and resolution deadlines
Track KPIs covering lost MRR, retention, upsells, and client health
Submit weekly forecasts and monthly revenue loss analyses to executive leadership

Requirements

What you’ll need

Fluent English & Spanish (C1-C2 level required)
Proven track record in B2B Customer Success or Account Management leadership, preferably managing remote teams
Strong expertise in account retention, churn prevention strategies, and closing B2B upsells/account expansions
Advanced proficiency in HubSpot CRM, account health tracking, and pipeline management
Experience in BPO, nearshore staffing, or virtual assistant services preferred
Dedicated quiet home office
Stable high-speed internet (≥ 10 Mbps down / 2 Mbps up)
Reliable internet backup
Bachelor’s or Associate’s degree preferred

Benefits

Comp & perks

Base salary commensurate with experience
Attractive performance-based incentive structure
Paid time off
Performance bonuses
Monthly medical insurance stipend after meeting eligibility criteria
Birthday and work-anniversary bonuses
Gym and wellness allowance
Unlimited online fitness classes
Company events and Christmas celebrations
Great Place to Work® certified employee experience