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Customer Success Manager

paystand

Ciudad de México
Customer Success Account Manager

Job Score

90 pts
On-site model (+70) Customer Success (+10) Account Manager (+10)

Paystand is the world's leading blockchain-enabled B2B payments network, transforming commercial finance into a software-driven, zero-fee, and open ecosystem. Recognized as a CNBC/Statista 2026 World's Top Fintech company, Paystand delivers over a decade of on-chain payments experience to middle and large enterprises.

Paystand's network services more than one million payors that have moved $20+ billion in volume. With its acquisitions of Yaydoo, Teampay and Bitwage, Paystand's full-stack platform includes agentic AI, its USDb stablecoin, and AR/AP solutions on one tightly integrated network. Its non-profit arm, Paystand.org, advances the mission to democratize finance through Bitcoin and blockchain technology.


What We Do

We built the financial system we always thought should exist: zero fees, zero friction, just your money, faster. Blockchain automates receivables and payables, cuts time-to-cash, and turns every transaction into revenue instead of cost.

Why We Do It

The current system takes a cut from the people who build, create, and grow — and calls it the cost of doing business. We don't buy that. Every fee we eliminate compounds into growth. We're here to decentralize finance and hand the power back to the businesses driving the real economy — extended further through Paystand.org's work to democratize finance through Bitcoin and blockchain.

How We Do It

We don't wait for permission or for the industry to catch up — we build the future of finance ourselves, on-chain, in the open. Small moves now, monumental results later.

Join Us

We're not looking for people who want a job in fintech. We're looking for people who want to build what comes after it. Paystand is where you help lead a financial revolution instead of just reading about one. We stand on change. Come stand with us.


 

Role at a Glance

Paystand is looking for an experienced Customer Success Manager to help customers get measurable value from our financial technology platform across Paystand and Yaydoo. This role is responsible for managing customer relationships after implementation, driving adoption, coordinating internal follow-through, and helping customers improve the way they manage payments, collections, accounts receivable, and financial operations.

A key part of this role will be owning Paystand’s most strategic LATAM accounts. The CSM will serve as the main point of contact between customers and Paystand LATAM, coordinating customer requests across Product, Delivery, Finance, and Operations while managing renewals, communications, follow-ups, and day-to-day account operations.

Responsibilities

  • Own and manage a portfolio of customer accounts across Paystand, building trusted relationships with key users, decision-makers, and internal stakeholders.
  • Serve as the primary owner for Paystand’s Enterprise customer in Mexico, ensuring clear communication, strong follow-through, renewal readiness, and a consistently high-quality customer experience.
  • Coordinate customer requests across Product, Delivery, Finance, Operations, and other internal teams to ensure issues are prioritized, tracked, and resolved.
  • Drive adoption of Paystand and Yaydoo solutions through proactive engagement, training, business reviews, best-practice guidance, and usage analysis.
  • Monitor customer health using adoption, engagement, retention, support, renewal, and satisfaction indicators; identify risks early and execute action plans to improve outcomes.
  • Manage renewals, customer communications, follow-ups, and day-to-day account operations with a high level of organization and accountability.
  • Analyze platform usage and customer workflows to identify opportunities for optimization, process efficiency, expansion, and stronger business value.
  • Provide practical guidance to customers on invoicing, collections, accounts receivable, reconciliation, payments workflows, and related financial operations.
  • Document customer insights, recurring issues, and product feedback in a structured way to help improve internal processes and product direction.
  • Use AI, automation, and digital tools to reduce manual work, improve customer follow-up, increase decision quality, and scale account management impact.

Key Performance Metrics

  • Customer retention and renewal execution.
  • Adoption and active platform usage.
  • Customer health score improvement and risk reduction.
  • Churn prevention and mitigation.
  • Expansion support, including upsell and cross-sell opportunities.
  • Customer satisfaction, including NPS, CSAT, or equivalent feedback.
  • Time-to-value and onboarding/adoption progress.
  • Quality and timeliness of customer follow-ups, internal coordination, and account documentation.
  • Effective use of AI and automation to improve productivity, visibility, and customer outcomes.

Requirements

  • 3 to 5 years of experience in Customer Success, Account Management, Strategic Account Management, or a similar customer-facing role in SaaS, fintech, or B2B technology.
  • Proven ability to manage mid-market or enterprise customer relationships, including renewals, stakeholder communication, issue resolution, and account planning.
  • Strong understanding of customer adoption, retention, health scoring, risk mitigation, and value realization in a SaaS environment.
  • Experience working cross-functionally with Product, Delivery, Finance, Operations, Support, and Sales teams to resolve customer needs.
  • Strong communication skills in Spanish and English, with the ability to lead customer meetings, manage follow-ups, and communicate clearly with executives and operators.
  • Analytical mindset with the ability to interpret usage data, identify patterns, prioritize action, and connect product adoption to business outcomes.
  • Familiarity with CRM and customer management tools such as HubSpot, Salesforce, or similar platforms.
  • AI-native operating mindset, including comfort using AI, automation, or digital tools to improve workflows, reduce manual work, and scale personal output.

Nice to have

  • Experience supporting customers in payments, accounts receivable, invoicing, collections, reconciliation, ERP integrations, or financial operations.
  • Prior experience with Mexican billing, payment, or fintech ecosystems.
  • Experience managing strategic LATAM accounts or complex enterprise customers.
  • Familiarity with ERP, accounting, or finance systems.
  • Experience improving customer success processes through automation, playbooks, dashboards, or AI-enabled workflows.

Benefits and Perks

  • Enjoy PTO and sick leave, because we believe in balance.
  • Fuel your days with free snacks and paid lunches in the office.
  • We've got your health covered with Major Medical Health Insurance.
  • Stay nourished with food vouchers and plan for your future with savings funds.
  • Enjoy a 30 day Christmas bonus (Aguinaldo) and 50% vacation premium.
  • Unlock stock options and own a piece of our success!
  • Work with the best tools and equipment, setting you up to thrive.
  • And the best part? Endless growth opportunities await you as we rapidly expand!
 

 

If you're passionate about driving change in the FinTech landscape and being part of a company that is shaping the future of digital payments, we invite you to explore opportunities with Paystand.

We understand that no candidate is perfectly qualified for any job. Experience manifests in diverse ways, skills are transferable, and passion is a powerful driver. Your journey and skills are unique, and we value the richness that diverse perspectives bring to our team.

More than a resume, we prioritize a genuine commitment, impactful contributions, and the ability to thrive in our dynamic, collaborative environment. We are enthusiastic about providing you with opportunities to learn and grow within this role. If your experience aligns closely with what we're seeking, we encourage you to apply.

We celebrate the belief that diversity in backgrounds and thoughts fuels better problem-solving and fosters more creative thinking. Our commitment to adding new perspectives to the team reflects our dedication to innovation and inclusivity.

Your journey is important to us, and we look forward to the possibility of welcoming you to our team at Paystand. Feel free to reach out; we can't wait to hear from you.

Most of our roles are onsite. Positions that are eligible for remote or hybrid work arrangements will be clearly indicated in the job posting.

For roles based in Mexico, only resumes submitted in English will be considered.#LI-Onsite 

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About Customer Success

Customer Success is the area responsible for ensuring clients achieve their goals when using the product or service. It is a strategic function for retention, expansion, and customer satisfaction.

Key skills include account management, churn analysis, NPS, onboarding, upsell, and cross-sell. Knowledge of CS tools like Gainsight, Totango, and ChurnZero is a differentiator.

CS is becoming increasingly strategic in SaaS companies, with professionals directly contributing to recurring revenue growth (MRR/ARR).

About Account Manager

The Account Manager is the professional responsible for managing and expanding the relationship with clients after the sale. They act as a strategic partner, ensuring satisfaction, retention, and account growth, connecting client needs with company solutions.

Key skills include relationship management, negotiation, upsell and cross-sell, contract renewal, account planning, business reviews, metrics analysis (NPS, churn, LTV), and CRM knowledge (Salesforce, HubSpot). Communication, empathy, and business vision are fundamental differentiators.

Account Managers in technology and SaaS companies are highly valued, especially those who can increase recurring revenue (MRR/ARR) through account expansion and churn prevention. The field offers opportunities from account executive to director of accounts, with a focus on strategic relationship, revenue growth, and customer success.

Discover Other Areas

Understand the scope of work, key skills, and tools used in different career areas.

About Automation Analyst

The Automation Analyst is the professional responsible for identifying process optimization opportunities and developing automated workflows (RPA, scripts, or integrations). They map manual and repetitive tasks across various company areas and build automation solutions using low-code/no-code platforms (such as Zapier, Make, Power Automate, n8n) or RPA tools (such as UiPath), driving operational efficiency and error reduction.

About Human Resources

The Human Resources area is responsible for all people management in organizations, from attracting and selecting talent to developing, retaining, and ensuring employee well-being. HR professionals are fundamental to building strong organizational cultures and engagement.

Key skills include recruitment and selection, compensation and benefits management, learning and development (L&D), organizational climate, employee engagement, labor law, labor relations, and HR tools (Workday, SAP SuccessFactors, Bamboo HR). Knowledge of people analytics and data-driven HR is a differentiator.

HR professionals in technology companies are highly valued, especially those who master employer branding, people analytics, and talent retention strategies. The field offers opportunities from HR analyst to Chief People Officer, with a focus on culture, engagement, and people growth.

About Cloud Solutions

The Cloud Solutions area is responsible for designing, implementing, and managing cloud infrastructure and services (AWS, Azure, GCP) for companies. Cloud professionals architect scalable, secure, and cost-optimized solutions, from data center migrations to serverless and multi-cloud architectures.

Key skills include IaC (Terraform, CloudFormation), containers (Docker, Kubernetes), serverless (Lambda, Cloud Functions), managed databases (RDS, DynamoDB, BigQuery), cloud networking (VPC, CDN, load balancer), and security (IAM, WAF, KMS). Knowledge of FinOps, cloud governance, and AWS/Azure/GCP certifications is a differentiator.

Cloud Solutions professionals in technology companies are highly valued, especially those who master multi-cloud architectures, FinOps, and can optimize costs while maintaining performance and security. The field offers opportunities from cloud engineer to cloud solutions architect, head of cloud, and chief cloud architect.

About Project Management

Project Management is essential to ensure strategic initiatives are delivered on time, within scope, and with quality. PM professionals coordinate teams, manage risks, and communicate with stakeholders.

Key methodologies include PMBOK, PRINCE2, Scrum, and Kanban. Tools like Jira, Asana, Monday, and MS Project are widely used in daily work.

Certifications like PMP and PgMP are important differentiators in the market, with growing demand in technology and consulting companies.

About Business Analysis

The Business Analyst (BA) is the professional responsible for identifying problems, opportunities, and solutions in organizational processes, acting as a bridge between business areas and the technology development team. They gather and specify requirements, map value streams, design future processes, and help ensure that software deliveries align with the company's strategic goals.

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Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

The Evolution of Support and Customer Success

The Evolution of Support and Customer Success: Opportunities, Tools, and the New Professional Profile

Discover how customer service evolved from a cost center into the ultimate growth and retention engine for the world's leading tech and SaaS companies.

The Current Landscape: From Cost Center to Revenue Engine

Historically, customer support was viewed by companies merely as a reactive department, focused on troubleshooting technical issues and closing tickets. However, with the consolidation of the SaaS (Software as a Service) business model and the subscription economy, the game has drastically changed.

Today, Customer Experience (CX) and Customer Success (CS) are the pillars of a company's financial sustainability. The logic is simple: in a highly competitive market, the Customer Acquisition Cost (CAC) is incredibly high. Losing a customer (Churn) means bleeding money. The modern support professional is, in reality, a strategist focused on retention, account expansion (Upsell/Cross-sell), and ensuring that the client achieves their desired outcomes using the product.

"Acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one." — Harvard Business Review

Customer Support vs. Customer Success: Understanding the Difference

Although both areas walk hand-in-hand, their roles and success metrics in the job market are distinct. Understanding this difference is crucial for anyone looking to enter or advance in this career:

  • Customer Support: Predominantly reactive and transactional. The focus is on the speed and efficiency of issue resolution. Common metrics include First Response Time (FRT), Mean Time to Resolution (MTTR), and Customer Satisfaction Score (CSAT).
  • Customer Success: A proactive and long-term function. The goal is to ensure the customer extracts maximum value from the product. CS professionals analyze the Health Score, conduct Quarterly Business Reviews (QBRs), and directly target Net Retention Revenue (NRR) while combating Churn.

Market Opportunities and Global Remote Work

The global market for B2B Support and CS professionals is hotter than ever. Startups and major international corporations are massively hiring talent worldwide to provide 24/7 coverage across different time zones.

Opportunities range from entry-level roles, such as Customer Support Representative (CSR), to high-level executive positions like Key Account Manager, Implementation Specialist, Customer Success Manager (CSM), and Head of CX. For professionals with native or fluent English, "Global Remote" and "US Remote" positions offer highly competitive six-figure compensation packages, equity, and aggressive benefits.

Tech Stack: The Tools You Must Master

To pass through the rigorous ATS (Applicant Tracking Systems, like Greenhouse or Ashby) used by top-tier tech companies, your resume must showcase familiarity with the platforms that orchestrate the customer journey. The most demanded tools include:

  • Zendesk and Intercom: The global leaders in ticket management, asynchronous chat, and omnichannel support automation.
  • Salesforce and HubSpot: Essential CRMs (Customer Relationship Management) to maintain data history and alignment between Sales and Support teams.
  • Jira and Confluence: Atlassian tools crucial for escalating frontline bugs directly to the Engineering and Product teams.
  • Gainsight and Totango: Enterprise-grade platforms specifically built for Customer Success, used to monitor portfolio health predictively.

The Profile of the Modern CX Professional

The stereotype of the agent reading from a rigid script is a thing of the past. Tech recruiters are looking for a profile that blends emotional intelligence with analytical (data-driven) capabilities. The most valued competencies today are:

  1. Empathy and Resilience: The ability to de-escalate frustrated clients and turn crises into loyalty-building opportunities.
  2. Flawless Asynchronous Communication: Especially in remote work environments, clarity in writing emails, documentation, and chat threads is non-negotiable.
  3. Data Literacy: Knowing how to read dashboards, spot where users are getting stuck in the product, and suggest improvements based on hard data.
  4. Product Vision: Modern support acts as the primary feedback loop between the end-user and the Engineering and UX Design teams.