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Customer Success Manager

Belvo

Belvo

Administration
Mexico City, Mexico
Posted on Jan 9, 2026

Location

🇲🇽 Mexico City

Employment Type

Full time

Location Type

Hybrid

Department

Customer Success

A little bit about us:

We are Belvo, an open finance API platform with the bold vision of democratizing access to financial services in Latin America. We enable any financial innovator to access and interpret financial data, as well as initiate payments from their end-users accounts. We’re turning the messy complexities of the Latin American financial ecosystem into a modern set of tools to access and interpret data and move money in a seamless and secure way.

We’re a highly-technical, passionate, and driven team. We are more than 90 people and our team currently represents 20 nationalities. We have offices in São Paulo and Mexico City – while a large portion of us work remotely.

We are tackling a very stimulating 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.

Since starting our adventure in May 2019, we have raised $71m from the leading VC investors globally.

You can read more about our company here and about our team and culture here. Also, head to our blog for more news about what we’re building and how we work.

About the team:

  • We work in cross-functional, autonomous teams. We follow continuous delivery best practices executed on top of a modern technology stack.

  • Our products are built for developers, by developers. Technological excellence is at the heart of what we do.

  • We are pragmatic and customer-focused. We strive to find the right set of trade-offs in order to validate our hypothesis as early as possible, iterating on our products based on customer feedback.

  • We communicate transparently. We do weekly all-hands where we get together to discuss company performance and goals.

  • While we are global and remote friendly, we also operate from vibrant offices in CDMX and Sao Paulo, where we have hybrid roles, our team goes to the office at least twice a week. To accommodate the various timezones in which we are based, we ensure we’re always synced up between 3 pm and 6 pm, CEST.

  • Also, we are backed by some of the leading investors in Silicon Valley and Latin America, including Founders Fund, Kaszek Ventures, and YCombinator.

Your opportunity:

  • Own the relationship with Spanish Latam customers at various stages of their lifecycle post-close, including launch, post-launch, adoption, renewal, and expansion

  • Master Belvo’s product and platform and be an expert resource on Belvo's current and future product offerings

  • Guide Belvo's customers in achieving the maximum possible value by gaining a deep knowledge of their use cases and helping them implement Open Finance and Payment 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

  • 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

This position may be for you if:

  • You have 2+ years of experience in B2B client-facing roles such as Customer Success, Account Management, Sales, Business Development, Consulting, or roles within the financial services industry.

  • You have hands-on experience working with payments, collections, direct debit, or other transactional financial products, and are comfortable discussing operational and technical concepts with customers.

  • You are able to manage multiple customer relationships simultaneously, balancing low-touch engagements.

  • You enjoy working with structured processes and playbooks, and are motivated to execute them well while continuously learning how to improve them.

  • You are analytical and data-driven, able to monitor metrics, spot trends, and make practical recommendations based on customer usage and behavior.

  • You communicate clearly and professionally with both customers and internal teams, and can adapt your message to different audiences, from operational users to business stakeholders.

  • You are proactive, organized, and capable of prioritizing your work in a fast-paced environment without requiring constant oversight.

  • You are eager to deepen your knowledge of fintech, payments, and the Mexican financial ecosystem.

  • You have international experience and thrive in a multicultural environment

  • You are based in Mexico City (CDMX) and speak Spanish fluently, with good spoken and written English.

  • Comfortable leveraging AI tools (e.g., chatbots, copilots, or productivity assistants) to enhance daily workflows and decision-making.

  • This is a hybrid role. Our team goes to the office twice a week.

Amazing if:

  • Familiarity with fintech, payments infrastructure, or financial regulation in Mexico.

  • Experience working with highly technical customers, APIs, or platform-based solutions.

  • Fluency in Portuguese.

  • You have leveraged AI to fundamentally change the way you work and / or build amazing projects.

Our process steps:

At Belvo every hire is so important to us, that we share the decision to hire as a team.

  • People team chat

  • Take-home challenge

  • Challenge presentation

  • Team fit chat

  • Meet the founders

Our perks:

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

📈 Annual company bonus linked to company performance

🔆 Flexible working hours

🔝 Remote friendly

👩🏻‍⚕️ Health Insurance

🎊 Paid time off on your birthday

💻 Renew your laptop every 3 years

🙋 Training Budget

😎 Team building events

🙀 Bank holidays swap within 30 days

🔋 Fitness/ wellness stipends

🚀 Yearly company offsite

🍒 All-you-can-drink tea and coffee

🏝 Extra days off when completing company anniversary

🎳 Yearly department offsite