Join to apply for the Customer Success Specialist role at Ottomatik.io Join to apply for the Customer Success Specialist role at Ottomatik.io Get AI-powered advice on this job and more exclusive features. Hi there! We are South and our client is looking for a Customer Success Specialist! Note To Applicants Eligibility: This position is open to candidates residing in Latin America. Application Language: Please submit your CV in English. Applications submitted in other languages will not be considered. Professional Presentation: We encourage you to showcase your professional experience by including a Loom video in the application form. While this is optional, candidates who provide a video presentation will be given priority. Job Summary Our company’s Go-To-Market (GTM) team is focused on sales and customer success, targeting both the sell-side (e.g., investment banks, business brokers) and buy-side (e.g., private equity, corporate development teams). The Customer Success Specialist plays a key role in supporting buy-side members by managing customer interactions, ensuring data accuracy, and maintaining high service standards. Responsibilities include proactive outreach, resolving member inquiries, and encouraging platform engagement. Success in the role requires deep product knowledge and effective communication skills, supported by ongoing training and development. Responsibilities Understand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform. Drive key KPIs around member engagement with the product, through phone and email interaction. Deliver on a number of customer success responsibilities, including but not limited to: Help requests via phone and email 20+ connected calls a week; promptly responding to member inbound requests via email; closing out cases in Salesforce; launching email campaigns to improve Member’s usage of the company's platform Reporting common product and service feedback to the appropriate internal teams Salesforce admin processing including contract processing and verification Proactive member outreach to drive improved platform usage Attending and participating in regular internal meetings and contributing to internal projects and initiatives as they arise Must Haves 2-6 years of professional experience 2+ years of credible and demonstrated experience in a quota carrying role within B2B sales/account management/customer success Prior exposure and GTM experience in or around investment banking or private equity is a strong plus Exceptionally strong written and oral communication skills in English Referenceable history of achieving increasing levels of excellence in personal or professional settings Highly responsive and organized Tech savvy, detail-oriented, and flexible Positive and professional work attitude Nice-to-haves Experience using Salesforce Experience working in the Saas, Fintech or Finance industry Time-zone and working hours: Monday to Friday 8:30am - 5:30pm East Coast Time Compensation: 3,000 - 3,600 usd/month Perks 10 days of PTO US holidays Great opportunity to sharpen your skill set while joining a fast-growing company! If this opportunity sounds good to you, send us your resume! Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Business Development Industries Software Development and Financial Services Referrals increase your chances of interviewing at Ottomatik.io by 2x Get notified about new Customer Success Specialist jobs in Bogota, D.C., Capital District, Colombia . 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