Customer Success Lead in Belvo

Closed job - No longer receiving applicants

We are Belvo, a financial API platform for Latam that enables any company or developer to access and interpret their end-users' financial information. We are turning the rich and diverse Latam financial ecosystem into a set of developer-friendly tools and APIs.

We’re a highly-technical, passionate and driven team. We have offices in Barcelona, Mexico City and SΓ£o Paulo and some of us work remotely.

We are tackling a very challenging problem: connecting fintech innovators with legacy financial infrastructure. We strive to go beyond the limits of what is possible today and to do so in an elegant and developer-first way.


Our tech stack:

  • We're building our platform using modern technologies, putting the focus on reliability and long-term maintainability
  • We primarily use Python on the backend. We use battle-tested technologies such as Django, and we are heavy users of Python's asyncio for some parts of our stack
  • We use Javascript, Vue.js and Sass on the frontend.

Your challenge:

  • Own the relationship with customers at various stages of their lifecycle post-close, including: launch, post-launch, adoption and expansion
  • Understand Belvo’s product and platform and be an expert resource on Belvo's current and future product offerings
  • Help Belvo's customers achieve maximum possible value by deeply understanding their use cases and helping them implement Open Finance solutions that best meet their needs
  • Monitor and manage the long-term health of the customers in the portfolio by identifying and preempting areas of risk or concern, including via usage and satisfaction metrics
  • Engage with Product and Engineering teams to incorporate and prioritize customer feedback, and inform the roadmap
  • Create scalable resources and procedures to optimize the customer experience throughout the customer lifecycle
  • Develop account plans for key customers with customer-specific goals and drive them forward with the collaboration and support of the rest of the Belvo team
  • Coordinate, manage, and develop a team of local customer success and support roles across countries and regions

You can be part of the gang if:

  • 3-5+ years of work experience in a customer-facing, client services or account management role that requires deep product knowledge, ideally for a technical and complex product at a SaaS or developer-tool / API company
  • You have strong customer empathy and are excited to become an expert on Belvo's product as well as a variety of customer use cases that require Open Finance solutions across Latin America
  • You build strong, trusted relationships with technical customers and deep dive into their requests to understand their underlying needs
  • You are logical, data-driven, analytical, and have experience solving complex problems in elegant and efficient ways
  • You are adaptable, enjoy fast-paced environments, and thrive when you have to multitask under tight deadlines
  • Open to learning and are interested in understanding and deepening your knowledge of finance, fintech and technology in Latin America
  • You approach new topics and challenges independently and proactively
  • Extremely high attention to detail and methodical in how you work
  • International experience and thrive in a multicultural environment
  • Knowledge of SQL - you will be expected to use SQL and data analytics tools to support your work
  • Strong written and verbal communication skills
  • Excellent spoken and written English and Spanish

Amazing if:

  • Familiarity with Fintech, Open Banking and PSD2 regulation in Europe
  • Experience working in Latin America
  • Fluency in Portuguese, both written and verbal

Our perks:

πŸš€ Stock options (we are all owners and this is very important to us)

πŸ”† Flexible working hours

πŸ” Remote friendly

🎊 Paid time off on your birthday

🍻 Friday happy hours after our weekly team meetings

πŸ™‹ Training Budget

😎 Team building events

πŸ™€ Bank holidays swap inside the same month

πŸ”‹ Fitness/ wellness stipends

πŸš€ Yearly offsite

Fully remote You can work from anywhere in the world.

Remote work policy

Fully remote

Candidates can reside anywhere in the world.

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