Bilingual Senior Customer Success Manager
About The Position
As a bilingual Sr. Customer Success Manager (CSM), you’ll work together with leaders at North America’s largest banks and wealth management firms to drive end-user adoption, partnership, and expansion. You value multi-threading, strong communication, and are extremely organized. Over your time at CapIntel, you will become an expert in both our product and your customers’ businesses, driving them towards a best-in-class adoption and maximum contract value. While CapIntel is a remote-first company, we believe in prioritizing in-person time with our clients and peers. This role will be expected to travel up to 1x per month within the United States and Canada.
Requirements
- Several years' experience in customer success management or account management, working in software as a service (SaaS)
- Professional working proficiency of Spanish and English - inclusive of speaking, reading, writing and comprehension
- Ability to confidently deliver live training sessions to large audiences
- Proficiency in understanding complex business scenarios and aligning with cross functional teams to propose solutions
- Demonstrated ability to coach customers towards higher adoption and maintain mutual account plans
- Experience with data analysis, account planning, multi-threading, presenting and selling to across C-suite level decision makers, managing internal stakeholders to deliver on client needs and timelines
- Demonstrated ability to work in a pod structure— collaborating with sales partners on expansions and renewals
Nice To Haves
- Experience as a Financial Advisor or in the Wealth Management space
- Experience using Salesforce or customer success software
- PMP or equivalent designation
Responsibilities
- Join us as the first US based member of the Customer Experience team as we expand rapidly in the US market
- Partner with North America’s largest banks and wealth management firms to drive end-user adoption, retention and expansion
- Deliver trainings, updates, and quarterly business reviews to your customers in both English and Spanish
- Demonstrate empathy and curiosity for customers to understand their needs and wants
- Work cross functionally to share customer insights and ensure the voice of the customer is heard
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
