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Remote candidate

Martin Carrere

Customer Success & Client Onboarding | 150+ SMB Accounts | Bilingual English/Spanish

Miami, FL, United States Mid level
Contact candidate
Target rolesCustomer Success Manager, Client Onboarding Specialist
TimezoneAmerica/New_York
Work eligibilityUnited States, Uruguay
Profile updatedOct 20, 2026
Profile summary

What this candidate is looking for

Customer Success & Client Onboarding | 150+ SMB Accounts | Bilingual English/Spanish

Target roles
Customer Success ManagerClient Onboarding SpecialistBusiness Banking Relationship ManagerPrivate Client Services AssociatePersonal Banker
Skills
Client onboardingProduct demosCustomer adoption and re-engagementChurn preventionEscalation handlingAccount health monitoringNeeds-based discoverySalesforce CRMAdvanced ExcelClient relationship managementSMB financial productsPayments and treasury productsACHWire transfersMerchant processingPayrollSBA 7(a) lending fundamentalsBusiness deposit structuresBilingual English/Spanish
Remote preferences
LocationMiami, FL, United States
SeniorityMid level
Salary target$70k-$100k
Employment typefull_time