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