Belvo

Customer Success Manager

Belvo

full-time

Posted on:

Location Type: Hybrid

Location: Mexico City • Mexico

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About the role

  • Own the relationship with Spanish Latam customers at various stages of their lifecycle post-close, including launch, post-launch, adoption, renewal, and expansion
  • Master Belvo’s product and platform and be an expert resource on Belvo's current and future product offerings
  • Guide Belvo's customers in achieving the maximum possible value by gaining a deep knowledge of their use cases and helping them implement Open Finance and Payment solutions that best meet their needs
  • Monitor and manage the long-term health of the customers in the portfolio by identifying and preempting areas of risk or concern, including via usage and satisfaction metrics
  • Engage with Product and Engineering teams to incorporate and prioritize customer feedback, and inform the roadmap
  • Develop account plans for key customers with customer-specific goals and drive them forward with the collaboration and support of the rest of the Belvo team

Requirements

  • You have 2+ years of experience in B2B client-facing roles such as Customer Success, Account Management, Sales, Business Development, Consulting, or roles within the financial services industry.
  • You have hands-on experience working with payments, collections, direct debit, or other transactional financial products, and are comfortable discussing operational and technical concepts with customers.
  • You are able to manage multiple customer relationships simultaneously, balancing low-touch engagements.
  • You enjoy working with structured processes and playbooks, and are motivated to execute them well while continuously learning how to improve them.
  • You are analytical and data-driven, able to monitor metrics, spot trends, and make practical recommendations based on customer usage and behavior.
  • You communicate clearly and professionally with both customers and internal teams, and can adapt your message to different audiences, from operational users to business stakeholders.
  • You are proactive, organized, and capable of prioritizing your work in a fast-paced environment without requiring constant oversight.
  • You are eager to deepen your knowledge of fintech, payments, and the Mexican financial ecosystem.
  • You have international experience and thrive in a multicultural environment.
  • You are based in Mexico City (CDMX) and speak Spanish fluently, with good spoken and written English.
  • Comfortable leveraging AI tools (e.g., chatbots, copilots, or productivity assistants) to enhance daily workflows and decision-making.
Benefits
  • Stock options (we are all owners and this is very important to us)
  • Annual company bonus linked to company performance
  • Flexible working hours
  • Remote friendly
  • Health Insurance
  • Paid time off on your birthday
  • Renew your laptop every 3 years
  • Training Budget
  • Team building events
  • Bank holidays swap within 30 days
  • Fitness/ wellness stipends
  • Yearly company offsite
  • All-you-can-drink tea and coffee
  • Extra days off when completing company anniversary
  • Yearly department offsite

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
B2B client-facing experiencepaymentscollectionsdirect debittransactional financial productsanalytical skillsdata-driven decision makingcustomer usage metricsoperational conceptstechnical concepts
Soft skills
communicationproactiveorganizedprioritizationadaptabilitycollaborationcustomer relationship managementproblem-solvingmulticultural teamworkcontinuous learning