- Univeris.Com
- Mexico City, MO
- Full-Time
- 18 days ago
Customer Success Director.
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Customer Success Director: our view in 3 lines...
- The Role:This role is for a customer success leader in wealth management and WealthTech who supports clients in the Mexican financial services market.
- The Person:The person will manage client relationships, develop strategic account plans, drive renewals and upselling, analyze customer data, and represent the company in the Mexican market.
- Requirements:The ideal candidate has client managment and sales experience, business knowledge of Wealth Management Systems and Mutual Fund trading, and is fluent in Spanish and English.
About the role
Location Requirement: Mexico City, Mexico
This position is based in Mexico City and is intended for candidates currently residing in Mexico City or the surrounding metropolitan area. While the role is primarily home-based, the successful candidate must be locally based to support client meetings, industry events, executive engagements, and other in-person business activities. Candidates located outside the Mexico City area will NOT be considered.
The Company
Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991, Univeris has over 100 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit union, banking, insurance and investment dealer sectors.
About the Role:
At Univeris, client relationships are our top priority. We're looking for a dedicated and personable CSD to ensure the needs of our customers are met, create long-term, trusting relationships with our customers, develop new business from existing clients and actively seek new sales opportunities.
The ideal candidate is a self-motivated and strategic thinker who loves to help solve problems. You thrive in a fast-paced setting and aren't afraid to wear a few hats and try new things. You understand the value of accountability and like to be part of a team. For this role, deep familiarity with the Mexican wealth management landscape and an established network of senior industry relationships are essential to success.
The Work Environment
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Work is performed from home office
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Periodic travel to clients is required (10-20%)
Diversity, Equity & Inclusion
At Univeris, we are committed to fostering an inclusive workplace where diverse perspectives are valued and respected. We welcome applications from qualified candidates of all backgrounds and experiences.
Univeris is committed to providing accommodations throughout the recruitment process in accordance with applicable accessibility legislation. If you require accommodation at any stage of the hiring process, please contact careers@univeris.com.
