Customer Success Manager (DealCentre)

Location: São Paulo, Brazil; hybrid. Serve Spanish-speaking customers across Latin America and work business hours aligned with assigned customer markets, with occasional flexibility for time-sensitive deal needs.

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, including the DealCentre deal platform and Intralinks services.

What you will do

• Understand customer deal processes, priorities, and challenges, then create engagement plans with objectives and success measures.
• Lead onboarding, activation, training, and sustained adoption of DealCentre, including AI-enabled workflows.
• Monitor product usage, engagement, and feedback to identify adoption barriers, risks, and opportunities for additional value.
• Build proactive account plans and lead customer check-ins and business reviews.
• Partner with Sales on retention, account strategy, customer value, and qualified expansion opportunities.
• Coordinate issue resolution with Support, Product, and internal teams while representing the customer voice and maintaining accurate CRM records.

Requirements

• Bachelor’s degree or equivalent relevant work experience.
• Fluent Spanish, with the ability to independently lead customer training, business discussions, and written communication.
• Professional working proficiency in English; Portuguese proficiency is preferred.
• At least 2–3 years of experience in Customer Success, account management, SaaS adoption, or a related customer-facing role.
• Experience onboarding customers and driving adoption of SaaS solutions.
• Consultative approach with the ability to understand business needs and connect technology to practical outcomes.
• Commercial awareness, including recognizing customer risk, identifying growth opportunities, and collaborating with Sales.
• Ability to interpret usage and engagement data and turn insights into customer actions.
• Strong communication, presentation, relationship-building, organization, and prioritization skills across users, administrators, and senior stakeholders.
• Proficiency with CRM platforms, customer success tools, Excel, and other business applications.
• Curiosity about AI-enabled technology and the ability to explain its value clearly.
• Ability to work business hours aligned with assigned customer markets, with occasional flexibility for time-sensitive deal needs.

Nice to have

• Financial services or M&A experience.
• Portuguese proficiency.

Culture & Benefits

• Work with industry experts, modern platforms, and evolving technologies.
• Gain exposure to real-world operational challenges and large-scale enterprise environments.
• Contribute to solutions that help clients manage data, automate processes, and scale their businesses.

Hiring process

• Applications are accepted on an ongoing basis until the position is filled.