Customer Success Manager

Who you are

You have a proven track record in customer success or account management, ideally within the tech or finance sectors — you understand the importance of building strong relationships and ensuring customer satisfaction. Your communication skills are top-notch, allowing you to effectively convey complex technical concepts to non-technical stakeholders. You thrive in a collaborative environment, working closely with cross-functional teams to address customer needs and drive engagement. You are proactive in identifying potential issues and are skilled at problem-solving, ensuring that customers receive timely and effective solutions. You are passionate about technology and its potential to transform financial services, and you are eager to help customers leverage Belvo's platform to achieve their goals. You are adaptable and comfortable in a fast-paced environment, ready to take on new challenges as they arise.

Desirable

Experience in the fintech industry or with API products would be a significant advantage, as it would allow you to better understand the unique challenges and opportunities faced by our customers. Familiarity with customer relationship management (CRM) tools and data analysis would also be beneficial, enabling you to track customer interactions and measure success effectively.

What you'll do

As a Customer Success Manager at Belvo, you will be the primary point of contact for our clients, ensuring they receive the support and resources they need to succeed with our open finance API platform. You will work closely with customers to understand their goals and challenges, providing tailored solutions that drive engagement and satisfaction. You will collaborate with product and engineering teams to relay customer feedback and advocate for enhancements that improve the user experience. You will conduct regular check-ins with clients to assess their satisfaction and identify opportunities for upselling or cross-selling additional services. You will also develop and deliver training sessions to help customers maximize the value of our platform. Your role will involve analyzing customer data to track engagement metrics and identify trends that inform our customer success strategy. You will contribute to the development of best practices and resources that empower customers to leverage our technology effectively.

What we offer

At Belvo, we offer flexible working hours and a hybrid work environment that allows you to balance your professional and personal life. You will have access to health insurance and a training budget to support your professional development. We believe in celebrating our team members, offering paid time off on your birthday and extra days off for company anniversaries. You will enjoy team-building events and wellness stipends to promote a healthy work-life balance. Our culture is inclusive and diverse, with team members from various nationalities working together to achieve our mission of democratizing access to financial services in Latin America. Join us in shaping the future of finance and making a meaningful impact in the industry.