Client Success Director managing strategic relationships with top real estate brokerage firms. Elevating client engagement and ensuring measurable value from data - enabled solutions in B2B environment.
About the role
- Intern for Partners Success at Conekta ensuring client satisfaction and fostering loyalty through onboarding and account management activities.
Responsibilities
- Guide partners through the onboarding process, providing in-depth training to ensure a smooth and seamless experience with Conekta’s platform.
- Act as a lifeline between the partners customer and Conekta to ensure account validation, complete due diligence and activation process.
- Ensure that every account that goes through the onboarding process has its personalized risk, pricing and RevShare setup.
- Collaborate with PSM, Merchant Performance, and other internal teams to ensure account affiliation with our banking partners to ensure maximum performance and cost efficiency.
- Act as the voice of the partner, sharing feedback and insights with internal teams to drive continuous improvement in Conekta’s offerings.
- Contribute to retention initiatives by ensuring partners are satisfied and see long-term value in Conekta’s solutions.
- Assist PSM with highlighting key performance metrics and recommending actionable insights for optimization.
Requirements
- Currently pursuing a Bachelor’s degree in Business Administration, Economics, Engineering, Finance, or a related field. Strong interest in Customer Success, Partnerships, FinTech, or Payments ecosystems.
- Excellent written and verbal communication skills in English and Spanish.
- Strong organizational skills with attention to detail; comfortable managing multiple tasks and stakeholders simultaneously.
- Analytical mindset with the ability to interpret data, identify trends, and support performance insights (Excel / Google Sheets proficiency preferred). Comfortable working with CRM tools (Salesforce preferred) or eager to learn new systems and internal tools quickly.
- Proactive, solution-oriented attitude with a strong sense of ownership and accountability.
- Ability to collaborate cross-functionally with technical, commercial, and operations teams in a fast-paced environment.
- Fluency in English and Spanish.
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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