Customer Success Manager - SMB

About the role


At Simetrik, the leading financial operations control platform in Latin America, we are looking for a Customer Success Manager (SMB). We combine AI and No-Code technology to automate complex financial reconciliations and provide full control over payment operations for more than 160 leading companies in 50+ countries, including clients like Mercado Libre, Rappi, Nubank, and Bancolombia.

This role is key for Simetrik: the SMB segment is one of the company's most important growth bets, and the CSM is the person who turns a client that trusts us into a client that grows with us. Here you don't manage accounts, you protect revenue, accelerate adoption, and build expansion. Your impact is measured directly in retention, expansion, and Simetrik's reputation in a strategic market.

If you have experience in SaaS or fintech, speak English fluently, and want to work at a company backed by Goldman Sachs, Tiger Global, and Mastercard that is redefining enterprise financial control, we want to meet you.

In this role you will

  • Own the end-to-end customer journey for a portfolio of enterprise accounts.

  • Build and maintain relationships with key stakeholders, including senior decision makers.

  • Drive structured governance: cadence, agendas, follow-ups, escalation paths, and accountability.

  • Translate product usage and operational data into business-impact conversations (ROI, savings, operational efficiency).

  • Identify expansion opportunities and partner with revenue leaders to execute land-and-expand motions.

  • Detect and mitigate risk early through health indicators, adoption signals, and stakeholder engagement.

  • Coordinate internal teams (Product, Implementation, Support, Revenue) to unblock customer outcomes.

  • Maintain accurate account context and activity tracking in CRM and internal tooling.

What makes you a strong fit

  • Strong commercial acumen, with a clear understanding of renewals, contract value, and expansion strategy — comfortable connecting customer outcomes to revenue impact.

  • Demonstrated executive presence, able to lead structured, outcome-driven conversations with senior stakeholders and challenge constructively when needed.

  • Analytical and data-driven mindset, capable of interpreting product usage signals and translating them into actionable account strategies and ROI narratives.

  • High operational discipline, with structured governance, rigorous documentation, and consistent CRM hygiene that drives renewal predictability.

  • Proven ability to multi-thread relationships and proactively mitigate risk well ahead of renewal cycles.

  • Comfortable operating in evolving environments, able to create clarity, structure, and forward momentum with minimal supervision.

What will make you stand out

  • Experience in organizations known for strong Customer Success rigor (e.g., HubSpot, Salesforce, Oracle, or similar high-performance SaaS environments).

  • Familiarity with finance operations, reconciliation processes, enterprise reporting, or data-intensive workflows.

  • Hands-on experience with value-based frameworks (e.g., MEDDPICC) and formal ROI/value realization programs.

  • Experience supporting complex, technical products where adoption requires translating between operational and executive stakeholders.

Qualifications

  • Bachelor’s degree in Business Administration, Marketing, Engineering, or a related field.

  • 4+ years of experience in Customer Success, Technical Account Management, or Solution Consulting roles within SaaS or enterprise software environments.

  • Experience: SaaS customer-facing roles with enterprise customers; track record in renewals and/or expansions.

  • Proficiency with tools such as Salesforce, Gainsight, Looker, or similar Customer Success and data analytics platforms.

  • Fluent in English and Spanish (written and spoken); additional languages are a plus.

Benefits

  • Well-funded and proven startup with large ambitions and competitive salaries.

  • Entrepreneurial culture where pushing limits, creating and collaborating is everyday business.

  • Open communication with management and company leadership

  • Small, dynamic teams = massive impact

  • 100% Remote Work (You choose where to work from)

  • 500USD a year for you to invest in learning.

Simetrik considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, gender identity/expression, protected military/veteran status, or any other legally protected factor.

I authorize Simetrik to be the data controller and, as such, it may collect, store and use for the purposes of my possible hiring, under the conditions described in this document. I also give my consent to Simetrik to treat my personal data information in accordance with the Personal Data Treatment Policy available at , which was made known to me before collecting my personal data.

Join a team of incredibly talented people that build things, are free to create, and love collaborating!

See also

Customer Success jobs by country — openings, pay and top skills →

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