Important Information
- Location: Costa Rica
- Work Mode: Hybrid
Responsibilities and Duties
- Lead the end-to-end onboarding process for assigned customers, including account configuration, product training, phishing simulations, and change management activities
- Develop and execute consultative success plans aligned with customer objectives, ensuring strong adoption, measurable outcomes, and long-term value realization
- Monitor customer health, product usage, and adoption metrics, conducting periodic business reviews to drive satisfaction, retention, and expansion opportunities
- Collaborate cross-functionally with CSMs, Pricing Specialists, Technical Support, and leadership to support renewals, upgrades, and complex customer needs across different time zones and languages
Qualifications and Skills
- Associate’s Degree or equivalent professional experience preferred
- 2+ years of experience in Customer Success, Customer Implementation, Account Management, or similar client-facing roles
- Experience managing onboarding processes and driving product adoption within SaaS environments
- Familiarity with IT Security concepts, practices, and terminology
- Hands-on experience working with Salesforce or other CRM platforms
- Strong consultative approach with the ability to understand customer objectives and translate them into actionable success plans
- Experience conducting business reviews and presenting performance metrics to customers
- Strong organizational skills with the ability to manage multiple accounts simultaneously
- Excellent verbal and written communication skills, with strong relationship-building abilities
- Proficiency with Microsoft Office (Excel, Word), Google Workspace, and standard web browsers; prior IT exposure or experience as a Customer Success Manager is a plus
