Pooled Customer Success Manager

MX Salary Range: $367,400 - $450,000

About UsBonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact.

Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at  the Role We are looking to hire a Pooled Customer Success Manager to join our team in Mexico! The Pooled CSM is responsible for supporting a large portfolio of nonprofit and corporate customers through structured engagement activities, product adoption support, and routine outreach across key lifecycle milestones.

Working within established processes and with close guidance from senior team members, this role focuses on building foundational customer relationships, executing defined engagement activities, and developing core competencies in customer health monitoring and Bonterra's SaaS solutions. The Pooled CSM I contributes to customer outcomes by applying established frameworks, following through on commitments, and escalating risks and issues in a timely manner.

What You'll Do:

SCALABLE CUSTOMER ENGAGEMENT (35%)Execute structured outreach to an assigned portfolio of customers at defined journey milestones including onboarding, adoption, and value realization, following established engagement frameworks and playbooks.

Support delivery of many engagement formats including webinars, office hours, and digital programs under the direction of senior team members.

Respond to customer inquiries and direct customers to appropriate resources, tools, and next steps to support product utilization.

CUSTOMER HEALTH MONITORING (30%)Track usage trends and health indicators using internal tools, flagging early signals of risk or disengagement to senior team members for review and action.

Apply defined frameworks to support customers in progressing through key product journey milestones, with regular direction from senior colleagues.

Participate in structured mitigation efforts for at-risk customers as directed by senior team members.

PRODUCT KNOWLEDGE AND CUSTOMER FEEDBACK (20%)Develop foundational knowledge of Bonterra's product suite, building the ability to speak confidently with customers about core features and workflows relevant to their goals.

Capture and document customer feedback and observations accurately, communicating findings to internal stakeholders in a timely manner.

Apply learnings from customer interactions and team feedback to improve the quality of customer communications and engagement activities.

OPERATIONAL EXCELLENCE (15%)Maintain accurate and current records in Gainsight, following established data entry standards and engagement frameworks.

Follow defined processes for portfolio management and customer outreach, seeking guidance from senior team members to develop skills and improve practices.

Surface observations about customer patterns or process questions to senior colleagues for review and direction.

Who You Are:

KEY BEHAVIORS – THE “HOW”Applies established frameworks and playbooks to deliver reliable, consistent engagement to customers across a large portfolio.

Communicates clearly and professionally with customers and internal partners, practicing active listening in all interactions.

Demonstrates a growth mindset by seeking feedback, asking thoughtful questions, and applying learnings to improve performance.

Escalates risks, issues, and…