Customer Success Manager

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🕒 April 22

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Workana

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2012

👥 HR Tech

🏪 Marketplace

🎯 Recruiter

💰 Series C on 2024-02

HR Tech • Marketplace • Recruitment

Workana is a leading platform in Latin America that connects businesses with remote talent across various disciplines. With over a decade in the market, Workana specializes in providing businesses with pre-selected and certified developers and freelancers for specific time periods or project-based tasks. The platform supports hiring in diverse fields such as IT & Programming, Design & Multimedia, Writing & Translation, and more, offering payment flexibility in local currencies or USD. Workana ensures satisfaction with protected payments and a satisfaction guarantee, aiming to grow businesses quickly and sustainably by leveraging the best remote talent available.

📋 Description

• Manage and nurture relationships with Spanish-speaking clients (some in the US), delivering exceptional customer success through proactive support and process-driven approaches. • Handle onboarding, training, and occasional in-person events, primarily in Mexico City or Monterrey (preferred location; otherwise, availability for travel required). • Utilize tools like HubSpot, Teams, and Zoom to track client progress, resolve issues, and ensure adoption in a high-growth environment. • Collaborate with internal teams to escalate feedback, optimize processes, and contribute to client retention and expansion.

🎯 Requirements

• **3+ years** in customer success, account management, or support (ideally in fintech, wealth tech, or family office sectors). • Fluency in **Spanish and English.** • Proficiency with HubSpot, Teams, Zoom, or similar CRM/tools. • Experience analyzing customer data for insights. • Proactive, curious, process-oriented, and client-facing traits to thrive in fast-paced startups; strong problem-solving and relationship-building skills. • Preference for Mexico-based (Mexico City/Monterrey); other locations need availability for periodic travel. • Bonus: Familiarity with wealth management tools.

🏖️ Benefits

• Compensation in USD. • Fully remote work • High-growth opportunities in an international company. • Opportunity to become Direct Hiring based on performance.