Customer Success Lead

4 weeks ago

Miami, United States Volante Technologies Full time

About Us

Volante Technologies is the leading global provider of low-code cloud Payments as a Service solution for financial businesses. We are disruptors and innovators and are growing fast—for the last three years, we have been the #1 seller of wholesale payment systems worldwide. At Volante, we are all about revolutionizing the world of Payments. Role Overview We are looking for an seasoned Customer Success expert to manage our most critical Enterprise clients in the US and LATAM regions.

In this role, you will partner with the Head of Account Management to execute our regional engagement strategy. You are the primary face of the company for your portfolio, working to keep customers happy (Retention) and identifying new problems we can solve for them (Expansion). While this role is strategic, it requires significant mobility, you will be expected to travel frequently to drive business reviews and workshops.

Requirements

10+ years in Customer Success, Account Management, or Consulting for Enterprise B2B software. Business-level fluency in Spanish is required. You must be able to present to Executives and conduct business meetings in Spanish. You understand how to identify a sales opportunity.

Familiarity with frameworks like MEDDIC is a strong plus. Willingness to travel frequently (approx. 25-40%) for client meetings across the Americas. Professionals based in the South Florida area (Miami/Fort Lauderdale/West Palm Beach) preferred. (Qualified candidates in other locations willing to travel will be considered). Your Objectives (Shared OKRs)- You will share the following Key Results with the Head of Account Management.

We win as a team, and your execution is critical to hitting these regional targets:Maximize Client Value:Strategic Reviews: Drive the execution of our Americas Team Target of 105 Formal Client Reviews (SBRs) annually. You will own a significant volume of these engagements, requiring frequent onsite presence. Success Planning: Implement "Joint Success Plans" (JSPs) for top accounts in the region. Risk Management: Ensure all "Red/Yellow" accounts have a defined "Get-to-Green" plan with clear deliverables.

Maximize Client Opportunity:Pipeline Generation: Contribute to the Americas Team Target of $8M in new Expansion/Upsell pipeline. (Note: You source and qualify the lead; Sales closes it. You retain attribution credit). Net Revenue Retention: Drive regional performance to achieve 115%+ NRR. Roadmap Alignment: Facilitate roadmap and discovery workshops for Top 15 accounts.

Key ResponsibilitiesStrategic Account Management: Manage a portfolio of high-value Enterprise clients. You are their main point of contact and their internal advocate. High-Touch Engagement (Travel): This role requires a willingness to travel within the US and LATAM to meet stakeholders face-to-face. You will be the primary driver of onsite Strategic Business Reviews.

Opportunity Identification: Proactively look for opportunities to expand our footprint within your accounts to help us hit our shared pipeline goals. When you find an opportunity, you will qualify it (confirm budget and need) and introduce the Sales team. Bilingual Communication: Navigate complex business discussions with stakeholders in Latin America, understanding both the language and the business culture.

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