Customer Success Manager; CSM - LATAM

Company Description

Valutico is a B2B Fin Tech company that operates an international valuation platform designed to empower financial service providers and valuation professionals with data-driven tools for more efficient analysis.

Mid-Level

Full-time

Customer Success Manager

Remote

An English and Spanish speaking Customer Success Manager (CSM) for LATAM to join our international team.

• Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them
• Review the customer journey, identifying how it is supported, taking a consultative approach in helping clients overcome issues and achieve goals
• Facilitate interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time
• Collaborate, problem solve, and strategise upcoming client meetings with team members
• Prepare necessary documentation or visuals for client to demonstrate performance of campaigns; analyse trends in C‑Sat/NPS scores to identify areas of improvement
• Work with the sales and marketing team to collect customer references and develop case studies
• Develop and understand customer outcomes by communicating with customers, analyse customer health metrics, run NPS and gather other feedback via Intercom
• Collaborate with the Product Team to alert them of customer issues or bugs, and note requests for platform development

• 3+ years of experience in Finance / Business Valuation, Customer Success or Account Management
• The ability to work remotely and autonomously
• Experience in working in Customer Success or studies in Finance (ideally in the valuation sphere) – and an aptitude for the other
• A strong sense of motivation, a customer-focused mindset, excellent organisational skills, and the ability to learn quickly
• Strong verbal and written communication, strategic planning, and project management skills
• Analytical and process-oriented mindset
• Comfortable working across multiple departments in a deadline-driven environment
• Active team player, self-starter, and multitasker who can quickly adjust priorities
• Fluent / Native English & Spanish

• A strong, experienced team you can learn from – with ongoing support, honest feedback, and a real team spirit
• Access to the latest technologies and tools – we work data-driven and efficiently
• Clear targets that we consistently hit – in an environment that recognises and rewards performance
• An international, remote-friendly work environment with colleagues from around the globe
• Fair and transparent compensation – including a competitive base salary and an above‑average commission/bonus structure