Bilingual Customer Success Manager

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Job Title: Bilingual Customer Success Manager

About The Company

Our client is a California-based financial management services company that supports individuals with developmental disabilities and their families through California’s Self-Determination Program. They combine technology with personalized customer service to help families manage approved budgets, onboard caregivers and service providers, process payroll and invoices, and track spending through a digital platform.

Job Description

This is a consultative, client-facing role. You will guide new clients through our client's platform and services. You will build strong relationships by providing personalized support. You will also educate clients on financial management processes. The role involves communicating complex information clearly. You will manage your daily tasks independently. Our client offers a structured, four-week training program. The first week focuses on learning and assessment. In the third week, you will shadow Customer Success calls and conduct a mock onboarding call.

Responsibilities Of The Role

• Conduct virtual onboarding sessions with new clients.

• Lead client consultation calls to understand their needs.

• Build strong client relationships.

• Educate clients on the platform’s features and financial management processes.

• Follow up with prospective clients after consultations.

• Communicate complex information clearly and confidently to clients.

• Maintain accurate records of client interactions.

• Collaborate with the Client Relations team to improve customer experience.

• Proactively identify client challenges and provide solutions.

• Escalate issues when necessary.

• Manage daily responsibilities independently.

Required Experience And Qualifications

• Bilingual English/Spanish, with strong spoken English (C2 level).

• Ability to communicate confidently with U.S.-based clients.

• Previous professional experience working with U.S.-based companies and clients.

• Corporate or professional work experience beyond small local businesses.

• Strong communication and client-facing skills.

• Ability to work independently, demonstrate initiative, and operate without constant supervision.

• Availability to work Monday–Friday, 9:00 AM–5:00 PM Pacific Time.

Preferred Skills

• Previous experience in Customer Success, client onboarding, or consultative sales.

• Experience in financial services or a related industry.

• Familiarity with U.S. business culture and client expectations.

• Experience with financial management platforms or similar software.

Personality

• Curious and eager to learn.

• Proactive and self-motivated.

• Committed and reliable.

• Client-oriented and personable.

• Intelligent and adaptable.

• Honest and trustworthy.

Software & Tools

• Slack

• Client portal

• Call transcription and recording tools

• Video conferencing software (e.g., Zoom)

• CRM or client management software

Schedule

Monday–Friday

9:00 AM–5:00 PM Pacific Time

Salary And Benefits

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.