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MezTal

Customer Experience Manager

MezTal

Customer Experience Manager driving adoption, retention, and growth for a Senior Living technology platform. Managing U.S.

Posted 8/18/2026full-timeGuadalajara • 🇲🇽 MexicoMid-LevelSeniorWebsite

Core Competencies

Role fit
Core 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

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Applicant Tracking System Keywords

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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