Customer Success Director

Major Duties & Responsibilities

• Serves as the main point of contact in all matters related to client concerns and needs
• Build and strengthen client relationships to achieve long-term partnerships
• Work with sales and other internal teams to develop strategic account plans and ensure KPIs are being met
• Use sales techniques, processes and methodology to effectively manage accounts and up-selling opportunities
• Actively sells additional services and modules to existing clients
• Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients
• Maintain accurate client records, keeping track of any contract updates and renewals
• Analyze customer data to improve customer experience
• Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs
• Ensure visibility of program and customer health both internally and with customer teams
• Leverage existing relationships with senior executives at wealth management institutions in Mexico to accelerate client engagement and trust
• Act as the primary local representative of Univeris in the Mexican market, supporting regional marketing events and executive roundtables
• Build and nurture relationships with local industry partners and influencers within the Mexican wealth management ecosystem

Requirements

• Proven client managment and sales experience and track record of meeting or exceeding sales targets
• Strong communication skills, both written and oral
• Positive, client- and service-oriented personality
• Business knowledge of Wealth Management Systems and Mutual Fund trading
• Minimum 5 years of direct experience within the wealth management industry, with strong familiarity with financial advisory platforms, investment products, and regulatory frameworks
• Established network of senior-level connections within the Mexican wealth management industry (banks, brokerages, casas de bolsa, investment dealers, or insurance firms)
• Deep understanding of the Mexican financial services market, including regulatory environment (CNBV), local competitors, and client expectations
• Ability to thrive in a fast-paced, results-oriented environment
• Comfortable working independently with a high degree of autonomy in a local market
• Passion for excellence
• Consultative selling skills
• Effective persuasion and negotiation skills
• Effective collaborator -- able to bring in other selling/solution resources to engage a client while knowing when to lead and when to empower others
• Motivated to hunt for new opportunities and expand client relationships
• Mandatory - Fluent in Spanish and English

Education/Qualifications Required

• Bachelor's degree or a combination of education and experience in Engineering, Information Systems, Business Administration, or Finance
• Five or more years of experience in the wealth management industry, including four or more years in Account Management, Customer Success, or a similar client-facing role
• Knowledge of relevant aspects of the IT/WealthTech industry is required
• Proven track record of leveraging industry relationships to drive commercial outcomes in the Mexican financial services market