Customer Success Manager

Workana is the largest remote work platform for talents in Latin America. Our new segment, Workana Premium, focuses on matching the most exceptional professionals with leading and innovative companies around the globe. Enjoy competitive compensation, dedicated support, and the flexibility of remote work within a dynamic environment that fosters collaboration and professional advancement.

We are proud to present you with the following opportunity.

About Our Client

Masttro is the global leader in wealth technology for aggregating, visualizing, and managing complex portfolios across all asset classes, jurisdictions, currencies, and entity structures. Offering a single source of accurate, comprehensive data, Masttro empowers wealth owners and their trusted advisors with real-time control, transparency, and insights.

Role Overview

As a Customer Success Manager, you will start managing a portfolio of less complex clients, nurturing relationships in a fast-paced, high-growth startup environment on explosive growth. You will ensure client satisfaction, drive proactive engagement, and support onboarding, events, and training, with opportunities to advance to higher-tier clients based on performance. This client-facing role emphasizes process orientation, curiosity, and relationship building in wealth tech, fintech, or family office contexts.

Responsibilities

• Manage and nurture relationships with Spanish-speaking clients (some in the US), delivering exceptional customer success through proactive support and process-driven approaches.
• Handle onboarding, training, and occasional in-person events, primarily in Mexico City or Monterrey (preferred location; otherwise, availability for travel required).
• Utilize tools like HubSpot, Teams, and Zoom to track client progress, resolve issues, and ensure adoption in a high-growth environment.
• Collaborate with internal teams to escalate feedback, optimize processes, and contribute to client retention and expansion.

Requirements:
• 3+ years in customer success, account management, or support (ideally in fintech, wealth tech, or family office sectors).
• Fluency in Spanish and English.
• Proficiency with HubSpot, Teams, Zoom, or similar CRM/tools.
• Experience analyzing customer data for insights.
• Proactive, curious, process-oriented, and client-facing traits to thrive in fast-paced startups; strong problem-solving and relationship-building skills.
• Preference for Mexico-based (Mexico City/Monterrey); other locations need availability for periodic travel.
• Bonus: Familiarity with wealth management tools.

Benefits:
• Compensation in USD.
• Fully remote work
• High-growth opportunities in an international company.
• Opportunity to become Direct Hiring based on performance.