Join to apply for the Customer Success Specialist role at Ottomatik.ioJoin to apply for the Customer Success Specialist role at Ottomatik.ioHi there! We are South and our client is looking for a Customer Success Specialist!Note To ApplicantsEligibility: This position is open to candidates residing in Latin America.Application Language: Please submit your CV in English. Applications submitted in other languages will not be considered.Professional Presentation: We encourage you to showcase your professional experience by including a Loom video in the application form. While this is optional, candidates who provide a video presentation will be given priority.Job SummaryOur company’s Go-To-Market (GTM) team is focused on sales and customer success, targeting both the sell-side (e.g., investment banks, business brokers) and buy-side (e.g., private equity, corporate development teams). The Customer Success Specialist plays a key role in supporting buy-side members by managing customer interactions, ensuring data accuracy, and maintaining high service standards. Responsibilities include proactive outreach, resolving member inquiries, and encouraging platform engagement. Success in the role requires deep product knowledge and effective communication skills, supported by ongoing training and development.ResponsibilitiesUnderstand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform.Drive key KPIs around member engagement with the product, through phone and email interaction.Deliver on a number of customer success responsibilities, including but not limited to:Help requests via phone and email20+ connected calls a week; promptly responding to member inbound requests via email; closing out cases in Salesforce; launching email campaigns to improve Member’s usage of the company's platformReporting common product and service feedback to the appropriate internal teamsSalesforce admin processing including contract processing and verificationProactive member outreach to drive improved platform usageAttending and participating in regular internal meetings and contributing to internal projects and initiatives as they ariseMust Haves2-6 years of professional experience2+ years of credible and demonstrated experience in a quota carrying role within B2B sales/account management/customer successPrior exposure and GTM experience in or around investment banking or private equity is a strong plusExceptionally strong written and oral communication skills in EnglishReferenceable history of achieving increasing levels of excellence in personal or professional settingsHighly responsive and organizedTech savvy, detail-oriented, and flexiblePositive and professional work attitudeNice-to-havesExperience using SalesforceExperience working in the Saas, Fintech or Finance industryTime-zone and working hours: Monday to Friday 8:30am - 5:30pm East Coast TimeCompensation: 3,000 - 3,600 usd/monthPerks10 days of PTOUS holidaysGreat opportunity to sharpen your skill set while joining a fast-growing company!If this opportunity sounds good to you, send us your resume!Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionBusiness DevelopmentIndustriesSoftware Development and Financial ServicesReferrals increase your chances of interviewing at Ottomatik.io by 2xGet notified about new Customer Success Specialist jobs in Greater Buenos Aires.Greater Buenos Aires $2,700.00-$4,000.00 1 month agoGreater Buenos Aires $2,700.00-$4,000.00 1 month agoCustomer Success Manager (Podcast Company)Greater Buenos Aires $2,700.00-$4,000.00 1 month agoGreater Buenos Aires $2,700.00-$4,000.00 1 month agoSenior Customer Success Manager (Podcasts)Greater Buenos Aires $800.00-$1,300.00 1 month agoCustomer Success Manager, Mobile AdvertisingTechnical Customer Success Specialist | US SaaS in Real Estate Ops Greater Buenos Aires $600.00-$800.00 11 hours agoGreater Buenos Aires $600.00-$800.00 1 month agoRemote Administrative Assistant – Operations & Research SupportRemote Administrative Assistant – Operations & Research FocusJunior Partner Account Manager/Assistant (Spanish & English & Russian)Junior Partner Account Manager/Assistant (Spanish & English & Russian)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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