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Enterprise Customer Success & Onboarding PM
Applications at getonbrd.com.
What You’ll Do
- Own enterprise onboardings end-to-end: scope, project plan, timeline, risk log, weekly status, and executive roll-ups.
- Manage multiple customers/projects concurrently with meticulous attention to detail; raise flags early and keep initiatives green.
- Coordinate integrations and data flows: PMS, access control, intercoms, thermostats, SSO, and data migration/validation.
- Stand up Airtable project hubs ( intake, dependencies, RACI, issue tracker, UAT, cutover plan) with clean dashboards.
- Lead training and change management: build playbooks, deliver sessions, certify admins, and track activation.
- Maintain inbox excellence: organized email systems, crisp notes, and clear next steps after each call.
- Measure and report outcomes: time-to-live, activation/adoption, NPS/CSAT, renewal risk, and expansion signals.
- Represent the voice of the customer: document requirements, surface product gaps, and partner with Product for fixes.
What You’ve Done
Desirable
Benefits
- Competitive salary along with performance-based bonuses.
- Flexible work schedules with options for remote work to maintain work-life balance.
- A collaborative environment that values your ideas and feedback.
Customer Success Manager Es/en/PT
BNamericas is Latin America’s leading business intelligence platform, with 29 years of experience covering strategic industries including Infrastructure, Mining, Electric Power, Oil & Gas, ICT, and Financial Services. We provide up-to-date news, project data, and key company and people information to help our clients make informed, strategic decisions.
As a Customer Success Manager, you will join a multicultural and dynamic environment recognized for its innovation, quality, and commitment to exceptional customer service.
Apply to this job through Get on Board.
Key responsabilities
- Ensure that customers get the most out of our product, maximising their satisfaction and success.
- Act as the main point of contact between BNamericas and our customers.
- Manage training and onboarding activities, ensuring an exceptional customer experience, including regular updates on new product features and functionalities.
- Respond to customer queries, provide guidance and tailor solutions to their specific needs and interests.
- Build and foster strong relationships based on trust to drive retention and loyalty.
- Identify potential risks that could affect renewals and propose effective measures to mitigate them.
- Work closely with the account manager, who will support your learning and professional growth.
About You
- Minimum 1 year of direct experience in similar roles such as Customer Success Executive, Customer Service Specialist, Account Manager, or Client Account Manager.
- Proven ability to manage client interactions through multiple channels (calls, video conferences, and written communication).
- Fluency in Spanish, English, and Portuguese—spoken and written—is essential.
- Strong technical skills and ability to quickly learn new software, with proven proficiency in Microsoft Office Suite.
- Experience with tools like Salesforce, Outreach, and Intercom is a plus, as is prior work in B2B, SaaS, or software companies.
- Communicative, analytical, organized, enthusiastic, and persistent, with a positive attitude toward challenges and flexibility to thrive in a fast-paced, multicultural environment.
- Able to manage multiple tasks with attention to detail and skilled at building effective relationships that enhance the customer experience.
Other Skills & Knowledge
- Experience using CRM systems and client management tools such as Salesforce, Clari, and Outreach.
- Quick learner with a strong commitment to delivering service excellence in every customer interaction.
What We Offer
- 100% remote work.
- Competitive fixed salary plus attractive monthly commissions based on performance.
- An inclusive, diverse, creative, and highly collaborative work environment.
- A dynamic and supportive team culture that promotes motivation and mutual assistance.
- At BNamericas, we value cultural diversity, teamwork, quality, and goal achievement.
Apply now and grow with us!
Customer Success Executive
BNamericas is a leading business intelligence platform in Latin America with 28 years of experience. We deliver comprehensive insights on projects, news, and data pertinent to key sectors including Electric Power, Infrastructure, Mining and Metals, Oil and Gas, and ICT. Our mission is to empower our clients to make informed decisions that spur regional development and investment, while fostering talent and expertise within our team. Join us and become part of our ambitious and innovative team as we expand our market reach with cutting-edge solutions!
© getonbrd.com.
Main Responsibilities:
- Collaborate closely with C-Level Executives, Directors, and Regional Managers across diverse industries to drive customer engagement and ensure satisfaction.
- Boost product usage at every stage of the customer journey, focusing on the attainment of client goals.
- Forge strong customer relationships to enhance retention and loyalty, maximizing customer lifetime value and minimizing churn.
- Act as the primary liaison for new customer onboarding, training end-users, and providing necessary post-launch support.
- Educate customers about the product’s functional capabilities, aligning them with customer needs to foster satisfaction.
- Manage Customer Success activities including training sessions, onboarding processes, product adoption, and renewal support.
- Proactively identify and address risks that may affect renewals, ensuring customer satisfaction throughout their journey.
What We Are Looking For:
We seek an individual with excellent communication skills who is goal-oriented, process-focused, and analytical. The ideal candidate thrives in a fast-paced environment and embraces a culture of innovation and collaboration. You should be highly adaptable, eager to learn, and able to implement new strategies effectively. A self-motivated and enthusiastic individual with a ‘can-do’ attitude will excel in this role. Additionally, you must be a team player, highly organized, and a problem-solver capable of educating users on new product features while maintaining attention to detail.
Specific requirements include:
- A University Degree.
- Fluent communication skills in English, Spanish, and Portuguese.
- Proven experience in customer success, customer service, or account management.
- Strong technical aptitude and ability to learn software applications.
- Proficiency in Microsoft Office Suite including Outlook, Excel, and PowerPoint.
- Familiarity with Salesforce/Intercom is a plus.
- Experience in a SaaS or software company is also desirable.
The hybrid work mode is only for those who live in Chile and you need availability to attend meetings in the office 1 or 2 times per week. If you do not live in Chile, it is 100% remote.
Additional Desirable Skills:
While not mandatory, familiarity with customer relationship management tools or software will enhance your ability to succeed in this role. Experience in sales-oriented positions or roles that require high levels of customer interaction will be advantageous.
What We Offer:
Joining BNamericas means benefiting from a vibrant and inclusive workplace culture. Here are some of the standout benefits you can expect:
- Competitive monthly commissions.
- Comprehensive onboarding process and continuous training opportunities.
- An excellent working environment that promotes growth and development.
- Clear pathways for career advancement within the commercial domain.
We are excited about expanding our team and would love for you to be part of our journey. Join us and take advantage of our flexible work environment, development opportunities, and a great workplace atmosphere! 🌟