Customer Success Manager – LATAM

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Assistantly

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

👥 HR Tech

🎯 Recruiter

🏢 Enterprise

HR Tech • Recruitment • Enterprise

Assistantly is a company that specializes in providing top-tier virtual and executive assistants to businesses looking for efficient and cost-effective solutions. The company offers a wide range of services including administration, marketing, operations, finance, and client success, providing a substantial cost saving to clients. Assistantly focuses on easing the hiring, onboarding, managing, and retaining of highly skilled assistants by offering fully-managed and scalable plans with a fixed monthly rate. Their unique selling point is the provision of highly qualified "unicorn" assistants who are trained for efficiency and come with a dedicated success team, ensuring the best possible match for their clients' needs. Trusted by over 500 fast-growing companies worldwide, Assistantly's main goal is to help businesses grow faster and more effectively by managing the complexities of building a team.

📋 Description

• Own the customer relationship after implementation — serving as the primary point of contact to ensure exceptional support, maximum platform value, and continued growth. • Work closely with Product, Engineering, and Sales teams to advocate for customers, resolve issues quickly, and introduce new features as they launch. • Conduct regular customer check-ins and business reviews to ensure customers are successfully using Clerq and achieving measurable value. • Monitor customer health scores and proactively address concerns before they escalate into problems. • Respond promptly to customer questions and technical issues, troubleshooting problems and gathering detailed information before escalating to Engineering. • Coordinate with Product and Engineering teams to ensure bugs are resolved efficiently and keep customers informed throughout the resolution process. • Track support trends and identify recurring issues to drive systemic improvements and reduce future ticket volume. • Train customers on new features and best practices, developing webinars, training sessions, and educational materials that drive self-sufficiency. • Identify opportunities to expand customer usage and introduce clients to new integrations, modules, and premium features. • Collect and document customer feedback and feature requests, advocating internally for customer needs and helping prioritize product improvements based on impact.

🎯 Requirements

• 3+ years of experience in Customer Success, Account Management, or a client-facing role within a SaaS environment (must-have) • Proven ability to manage a portfolio of accounts and drive measurable retention and expansion outcomes (must-have) • Exceptional written and spoken English communication skills with a polished, professional presence (must-have) • Strong technical aptitude with the ability to troubleshoot platform issues and liaise effectively with Engineering teams (must-have) • Experience conducting customer trainings, webinars, or onboarding sessions (must-have) • Proactive, detail-oriented, and highly organized with the ability to manage multiple accounts simultaneously (must-have) • Experience in legal tech, immigration, or law firm operations preferred • Familiarity with AI-powered platforms or workflow automation tools preferred • Experience with CRM platforms (HubSpot, Salesforce, or similar) preferred

🏖️ Benefits

• Competitive salary • Paid US holidays • Paid wellness days • Health & wellness allowance • Monthly profit sharing • Long-term placement with real growth • Continuous upskilling in AI, Operations, and Leadership • Dedicated success coaching and support through Assistantly