Anticipated Contract End Date/Length: 6 months to start, potential to extend
Work set up: Fully remote (aligned with ET or CT), 40 hours per week
We are looking for a Customer Success Manager to support clients across the AMER time zone in a fully remote setup. This role is responsible for guiding customers as they transition from sales prospects to active users of the technology platform, ensuring a seamless implementation experience and long-term success. The position partners closely with Account Managers and internal teams to deliver high-quality project execution while maintaining strong client relationships.
What you will do:
- Meet with clients to understand project goals and requirements for technology implementation.
- Schedule weekly project status calls and share detailed project plans with deliverables and deadlines.
- Run workshop sessions including journey mapping within online whiteboard tools and transfer outputs into process flow templates.
- Liaise with technology teams on integration requirements and facilitate communication with client stakeholders.
- Collaborate with clients to compile content and visual elements for implementation.
- Review client-provided content and recommend improvements based on platform capabilities.
- Configure client and journey-specific elements within the technology platform.
- Brief internal teams on journey builds or build approved journeys and content within the platform.
- Support testing, feedback cycles, and final edits prior to go-live.
- Create bespoke showcase journeys for training and internal engagement.
- Liaise with internal studio teams on design and content requirements, including quotations and deliverables.
- Deliver platform training and coaching to client project teams.
- Investigate and resolve platform-related questions and queries.
- Handover accounts to Account Managers post-implementation.
- Provide insights on additional journey opportunities and future roadmap planning.
- Track time accurately in project management tools against client and project codes.
- Establish and manage project scope, timelines, resources, and budgets.
- Contribute to proposals, quotes, and project documentation.
- Schedule and lead project kickoff meetings and ongoing check-ins.
- Assign tasks, monitor progress, and remove project roadblocks.
- Validate deliverables for accuracy and quality.
- Communicate progress updates and deliver final project summaries to clients.
Apply on company website Mexico City, CDMX, Mexico Remote (Global) Contract