Customer Success Director - Mexico City (Remote)

Level

Executive

Department

Back Office

Type

Full Time

Project

NDA

Locations:

Mexico

Remote

Job Details

Posted on:

October 14, 2026

Job ID:

ssJx2k

About the Company

Established in 2004, ALLSTARSIT was founded with a clear vision: to enhance the landscape of global IT employment by bridging the gap between companies and skilled professionals. The core belief was that assembling a team shouldn't be hindered by geographical constraints. Fast forward to the present day, ALLSTARSIT stands as an international outstaffing service provider committed to change the way businesses recruit, compensate, and oversee top talent worldwide.

With operational hubs scattered across Europe, Asia, and LATAM, and its headquarters situated in San Francisco, US, the company boasts a workforce of over 1,000 adept professionals. Spanning across more than 20 countries, ALLSTARSIT offers a diverse range of skilled employees across various verticals, including AI, cybersecurity, healthcare, fintech, telecom, media, and so on.

About the Project

Our client is a privately held company headquartered in Toronto, Canada, and a leader in enterprise wealth management solutions for the Canadian market. Founded in 1991, our client has over 100 employees and serves 15 leading financial services organizations, representing more than 17,000 financial advisors on its platform. Our client provides a comprehensive wealth management solution for financial advisors across the credit union, banking, insurance, and investment dealer sectors.

Specialization

Headquarters

Years on the market

Team size and structure

Current technology stack

Required skills:

Must Have

Proven experience in client management and sales, with a demonstrated track record of meeting or exceeding sales targets.
Strong written and verbal communication skills.
Positive, client-focused, and service-oriented personality.
Strong business knowledge of wealth management systems and mutual fund trading.
Minimum 5 years of direct experience in the wealth management industry, with strong familiarity with financial advisory platforms, investment products, and regulatory frameworks.
An established network of senior-level contacts within the Mexican wealth management industry, including banks, brokerages, casas de bolsa, investment dealers, or insurance companies.
Profound understanding of the Mexican financial services market, including the regulatory environment (CNBV), local competitors, and client expectations.
Ability to thrive in a fast-paced, results-oriented environment.
Comfortable working independently with a high degree of autonomy in a local market.
Passion for excellence and delivering exceptional client outcomes.
Strong consultative selling skills.
Effective persuasion and negotiation skills.
Strong collaboration skills, with the ability to bring in appropriate sales and solution resources to engage clients while knowing when to lead and when to empower others.
Proactive and motivated approach to identifying new opportunities and expanding client relationships.
Fluent in both Spanish and English — mandatory.
Bachelor's degree or an equivalent combination of education and experience in Engineering, Information Systems, Business Administration, Finance, or a related field.
Five or more years of experience in the wealth management industry, including four or more years in Account Management, Customer Success, or a similar client-facing role.
Knowledge of relevant aspects of the IT and WealthTech industries.
Proven track record of leveraging industry relationships to drive commercial outcomes within the Mexican financial services market.

Scope of work:

At our client, building and maintaining strong client relationships is a top priority. We are looking for a dedicated and personable Client Success Director (CSD) to ensure customer needs are consistently met, build long-term and trusted relationships, expand business within existing accounts, and actively identify new sales opportunities. The ideal candidate is a self-motivated, strategic thinker who enjoys solving complex problems and creating value for clients. You thrive in a fast-paced environment, are comfortable wearing multiple hats, and are willing to take initiative and try new approaches. You value accountability, collaboration, and teamwork. For this role, in-depth knowledge of the Mexican wealth management landscape and an established network of senior-level industry relationships are essential to success.

Serve as the primary point of contact for all client-related concerns, needs, and opportunities.
Build and strengthen client relationships to establish long-term strategic partnerships.
Work closely with Sales and other internal teams to develop strategic account plans and ensure KPIs are achieved.
Apply effective sales techniques, processes, and methodologies to manage accounts and identify upselling opportunities.
Actively promote and sell additional services and modules to existing clients.
Develop a comprehensive understanding of our client's products and service offerings to effectively upsell and cross-sell.
Maintain accurate and up-to-date client records, including contract changes, renewals, and account information.
Analyze customer data and feedback to identify opportunities to improve the client experience.
Maintain a detailed understanding of products and services, respond to customer questions, and recommend solutions that best meet their needs.
Ensure visibility into program performance and customer health, both internally and across customer teams.
Leverage established relationships with senior executives at wealth management institutions in Mexico to accelerate client engagement and build trust.
Act as the primary local representative of our client in the Mexican market, supporting regional marketing events, executive roundtables, and industry initiatives.
Build and nurture relationships with local industry partners, influencers, and key stakeholders within the Mexican wealth management ecosystem.
Identify and pursue new business opportunities while expanding relationships with existing clients.