Customer Success Manager

• Lead end-to-end onboarding for new clients, managing timelines, deliverables, and stakeholder communication from kickoff through go-live
• Serve as the primary point of contact during the onboarding phase, setting clear expectations and proactively surfacing risks or blockers
• Build and maintain organized onboarding materials, project trackers, and client-facing documentation
• Coordinate cross-functionally with Sales, Product, and Support to ensure a seamless handoff and consistent client experience
• Facilitate training sessions and walkthroughs tailored to each client's use case and technical comfort level
• Tactically take care of the technical onboarding steps when appropriate
• Contribute to the continuous improvement of onboarding processes, playbooks, and templates
• Maintain accurate records of client interactions, milestones, and follow-ups in internal systems

Customer Success Specialist

• Brindar una atención de excelencia a usuarios actuales y potenciales.
• Gestionar conversaciones en múltiples canales, incluyendo chat, email y redes sociales.
• Detectar necesidades y resolver consultas y reclamos con autonomía.
• Hacer seguimiento de conversaciones e identificar oportunidades de mejora.
• Cumplir objetivos mensuales de performance y satisfacción del usuario.
• Colaborar con otras áreas para mejorar procesos y la experiencia de usuario.
• Vender funcionalidades y explicar la propuesta de valor.
• Ser owner de capacitaciones y webinars, participando en su armado y presentación como referente del producto.
• Incorporar herramientas de IA para responder con mayor rapidez y calidad y mejorar procesos.

• Conduct routine check in calls with current clients
• Help manage and gatekeep attorney calendars by appropriately scheduling client appointments
• Return voicemail calls from current clients
• Identify recurring client needs, concerns, or patterns and communicate relevant trends to leadership
• Identify opportunities to reengage lapsed leads and help move them closer to resolution
• Ask thoughtful questions, actively listen to client concerns, and respond with empathy, professionalism, and a solutions oriented mindset
• Develop and maintain strong relationships with current and former clients
• Handle inbound calls from current clients and reroute calls belonging to other departments
• Support client retention and growth objectives through proactive communication
• Cultivate client relationships that can lead to referrals, repeat business, and positive word of mouth
• Perform general administrative duties, including handling phone calls, maintaining client calendars, sending mailings, and managing general communication
• Track and report weekly call volume, lapsed lead conversion, and meaningful client touchpoints
• Maintain accurate records in CRM and Case Management systems
• Contact clients who send messages to determine whether they would like to schedule an appointment
• Contact law enforcement agencies regarding requested reports
• Make outbound calls to former clients, current clients, unretained leads, and referral sources
• Provide proactive updates following court appearances or scheduling changes
• Encourage online reviews, referrals, and newsletter opt ins
• Identify opportunities for additional services and referrals
• Provide appropriate referrals through the firm’s curated Team 100 list
• Follow up with District Attorney offices regarding discovery
• Contact District Attorney offices on Mondays regarding charges for current clients with precharging matters
• Schedule trial preparation calls
• Schedule strategy sessions

Client Happiness Coordinator, Client Success Specialist

• Own the entire customer lifecycle from onboarding and technical adoption through renewals and expansion
• Drive Net Dollar Retention across the customer portfolio by identifying usage growth opportunities and leading expansion strategies
• Act as the customer’s internal advocate with Product and Engineering
• Use data and critical thinking to anticipate risks and guide long-term strategy
• Partner with Sales on complex deals and Delivery on seamless integration of the Rails of Lending platform
• Build high-trust C-level relationships through high-touch engagement and in-person visits across Latin America
• Contribute to the Customer Success playbook, standards, and processes as the company grows
• Work closely with the CEO, Product, Engineering, Delivery, Sales, and Finance

Customer Success Manager – Enterprise

• Track and update lead activity to support reporting and business development efforts
• Coordinate appointments and scheduling through Calendly
• Support client intake processes from initial contact through qualification
• Maintain accurate lead records and current data
• Manage and update client information within Lawmatics and Clio
• Handle initial client inquiries professionally and empathetically
• Qualify incoming leads based on established criteria
• Monitor and manage potential client leads received through call answering services
• Maintain professionalism and customer service in all interactions
• Assist with social media inquiries and incoming prospect communications
• Use Google Workspace for daily communications and documentation
• Monitor and respond to prospective-client communications
• Follow up with prospective clients to maintain engagement and improve conversion rates

Client Experience Specialist

• Diseñar e implementar estrategias, campañas y journeys CRM para acompañar el ciclo de vida de clientes Pyme
• Detectar oportunidades de mejora y crecimiento a partir del análisis de datos, comportamientos y métricas de negocio
• Desarrollar segmentaciones, audiencias e intervenciones multicanal orientadas a mejorar la activación, vinculación, conversión y retención de clientes
• Diseñar y analizar experimentos (A/B Testing, grupos de control, entre otros) para medir el impacto de las iniciativas
• Trabajar de manera colaborativa con equipos de Negocio, Data, Producto y Martech para evolucionar la estrategia CRM del segmento

Analista Senior, CRM PYMES

• Lead onboarding for new schools, ensuring smooth and successful platform integration
• Provide proactive training and support to local customers onsite and online
• Schedule webinars and conference calls across customers' time zones
• Foster customer relationships through regular check-ins and value-added services
• Identify opportunities to increase platform engagement and retention
• Deliver account reviews to ensure customers achieve desired outcomes
• Monitor license usage and upsell additional licenses
• Maximize annual renewals by school number and value
• Collaborate with marketing on success stories, case studies, and testimonials
• Develop innovative retention ideas
• Stay current with Matific platform features and developments
• Generate renewal and upsell license invoices
• Track and analyze platform usage data and provide insights and recommendations

Customer Success Manager – LATAM

• Own customers end to end, managing the journey from signed contract through implementation, launch, adoption, ongoing success, renewal, and expansion.
• Take new customers live by configuring workflows, call forwarding, prompts, and integrations, testing the entire customer experience before launch.
• Configure AI agents, building and improving prompts, workflows, and integrations as the product evolves.
• Implement new workflows, adapting to rapidly changing processes and tools.
• Run integrations with systems such as athenahealth, Brightree, and NexHealth by obtaining API credentials and debugging permissions.
• Engage with customers through onboarding calls, implementation sessions, and troubleshooting to maintain a proactive communication flow.
• Investigate problems independently, checking configurations and logs to isolate issues before escalating to engineering.
• Triage engineering issues by providing comprehensive information for resolution and verifying fixes before concluding cases.
• Protect and grow revenue by identifying churn risks and opportunities for account expansion.
• Transform recurring issues into documented playbooks or automated solutions to enhance efficiency.
• Serve as the primary point of contact for clients, fostering long-term relationships that encourage growth and expansion.

Implementation & Customer Success Manager – AI Agents

• Technically lead complex consulting and implementation initiatives involving Microsoft Dynamics 365 Customer Engagement and CRM
• Design and guide CRM solutions, defining technical patterns and key implementation decisions
• Ensure scalable, secure, reliable, and well-integrated solutions that improve sales, customer service, and overall customer experience
• Design complex solutions integrating Dynamics 365 CRM, Customer Experience, and business process modeling
• Define technical patterns, controls, and standards for Dynamics 365 configuration and Power Platform
• Establish strategies for data, security, integrations, and critical production environments
• Troubleshoot complex technical issues and lead root cause analysis
• Optimize solutions for reliability, security, performance, automation, and cost efficiency
• Evaluate technical alternatives and communicate risks, dependencies, and trade-offs
• Lead technical reviews, solution validations, and operational readiness activities
• Provide technical guidance and knowledge transfer to less experienced consultants
• Support technical decision-making with clients, architecture, security, and operations teams
• Identify reusable assets and propose improvements to technical standards, processes, and delivery practices
• Maintain documentation and communicate progress, risks, dependencies, and blockers throughout the project lifecycle

Dynamics 365 CE/CRM Consultant

• Own implementation of emails, SMS, push notifications (both ad hoc and automated), and customer segments in Braze for Lifecycle efforts
• Maintain the CRM marketing calendar and roadmap
• Support upkeep of weekly performance reporting
• Assist with cross-functional communication between the CRM team and engineering, product, data, and other internal stakeholders
• Write briefs for emails, push notifications, SMS, and in-app messages
• Collaborate with data/analytics teams to classify and categorize campaigns for lifecycle dashboards and reports
• Coordinate copy and design work to ensure deadlines are met
• Collaborate with internal teams to support their initiatives
• Facilitate internal sign-off of communications from stakeholders

Customer Success Manager jobs in Argentina

Customer Success Specialist

Customer Success Specialist

Client Happiness Coordinator, Client Success Specialist

Customer Success Manager – Enterprise

Client Experience Specialist

Analista Senior, CRM PYMES

Customer Success Manager – LATAM

Implementation & Customer Success Manager – AI Agents

Dynamics 365 CE/CRM Consultant

CRM Marketing Associate – Lifecycle Marketing, Retention