Customer success manager (monterrey)

Masttro is the general leader in wealth technology for aggregating, visualizing, and managing complex portfolios across all asset classes, jurisdictions, currencies, and entity structures. Offering a single source of accurate, comprehensive data, Masttro empowers wealth owners and their trusted advisors with real-time control, transparency, and insights.

As a Customer Success Manager, you will start managing a portfolio of less complex clients, nurturing relationships in a fast‑paced, high‑growth startup environment on explosive growth. You will ensure client satisfaction, drive proactive engagement, and support onboarding, events, and training, with opportunities to advance to higher‑tier clients based on performance. This client‑facing role emphasizes process orientation, curiosity, and relationship building in wealth tech, fintech, or family office contexts.