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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and driving customer success in a B2B SaaS environment, with a focus on account health, retention, and adoption strategies. Proficient in translating customer data into actionable insights and recommendations while collaborating effectively with cross-functional teams.
Highest-signal resume keywords
Customer Success ManagementClient Relationship ManagementAccount Health MonitoringData Analysis and ReportingStrategic Business Reviews
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer SuccessAccount ManagementClient PresentationsBusiness ReviewsData AnalysisRisk ManagementAdoption StrategiesRetention StrategiesPortfolio ManagementProactive Intervention Planning
Soft Skills
Problem-SolvingCollaborationCommunicationPublic SpeakingRelationship Building
Tools & Technologies
DashboardsSpreadsheetsCustomer Data ToolsSaaS Platforms
Industry Keywords
B2BSaaSSenior LivingHealthcareTechnology
About the role
Key responsibilities & impact- Build and maintain relationships with client executives, operational teams, and key stakeholders
- Act as trusted advisor and primary point of contact for assigned clients
- Develop and execute customer success plans aligned with client business objectives
- Conduct regular business reviews and provide strategic recommendations
- Ensure clients understand and maximize platform value
- Manage client escalations and coordinate resolutions
- Manage a tiered portfolio of key, growth, and lower-touch accounts
- Adapt engagement strategies based on account needs, potential, and risk
- Identify opportunities to strengthen relationships, improve retention, and support account growth
- Own portfolio health, engagement, and adoption metrics
- Monitor dashboards and usage data to identify trends and at-risk accounts
- Develop intervention plans for at-risk customers before renewal
- Translate usage and adoption data into actionable client recommendations
- Identify opportunities to increase adoption, retention, and upsell potential
- Gather and organize client feedback to improve the customer journey
- Advocate for clients during product roadmap discussions
- Collaborate with Product and internal teams on customer needs
- Improve customer success processes, tools, frameworks, playbooks, and training resources
- Partner with Support teams on day-to-day needs while owning the overall client relationship
Requirements
What you’ll need- 5+ years of Customer Success, Customer Experience, or Account Management experience
- Ideally within a B2B SaaS environment
- Experience managing client relationships in the U.S. or North American market strongly preferred
- Professional/Advanced English, written and spoken
- Valid U.S. visa and availability to travel to the United States
- Availability to travel up to 30%
- Experience building relationships with senior stakeholders and acting as a trusted advisor
- Experience managing a portfolio/book of business across different account tiers
- Understanding of customer adoption, retention, account health, and risk management
- Comfort working with customer data, dashboards, spreadsheets, usage metrics, and adoption trends
- Ability to identify at-risk accounts and develop proactive pre-renewal strategies
- Experience conducting business reviews, client presentations, workshops, and strategic conversations
- Ability to translate customer needs into actionable recommendations
- Strong problem-solving skills and ability to manage complex client situations
- Ability to collaborate with Sales, Product, Engineering, Support, and cross-functional teams
- Strong presentation and public speaking skills
- Experience in Senior Living, healthcare, technology, or SaaS is a plus
- Startup or fast-growth environment experience is desirable
- Availability to collaborate during U.S. business hours
Benefits
Comp & perks- Christmas Bonus: 30 days, to be paid in December
- Major Medical Expense Insurance: Coverage up to $25,000,000.00 MXN
- Dental and Visual Insurance
- Life Insurance (Death and MXN Disability)
- 12 vacation days in accordance with Federal Labor Law
- 3 floating holidays in addition to the 7 official holidays in Mexico
- Cell Phone & Transportation Allowance: monthly total gross allowance of MXN $1,836
- Hybrid Scheme: remote and in-office work
- Multicultural Exposure: Work with operations within Mexico and the United States
- MezTal Internal Events
- Exclusive Discounts with different companies for being part of MezTal
- Academic Agreements: Access to national universities and language schools
