Customer Success Executive

Role Overview: As a Customer Success Executive, you will play a key role as the voice of IUX for our Spanish-speaking clients. You will guide clients through onboarding, keep them engaged, and grow their activity with us through proactive outbound calls. Your contributions will directly influence both the client experience and commercial growth, making you an integral part of our success. This is a customer-facing role with real revenue impact, where your performance will be measured based on both client satisfaction and commercial results. 🚀 What You’ll Be Doing: Outbound Telesales & Revenue Growth
• Make outbound calls to engage customers with suitable product/service offerings
• Qualify incoming leads and convert them into verified
• Drive upsell, cross-sell, and new sales conversions Customer Success Ownership
• Guide customers through internal processes with clear explanations
• Ensure customers progress smoothly through each pipeline stage
• Support retention by building trust and long-term engagement Process & Documentation Follow-up
• Call existing customers to provide updates and remind them of pending requirements
• Collect, verify, and log documents to ensure full compliance before processing
• Prepare simple daily/weekly reports on call activity and conversion results Internal Coordination
• Work with Operations, Tech, and Finance teams to resolve blockers or delays
• Ensure smooth handovers between internal stages CRM & Data Accuracy
• Log all interactions and call outcomes in CRM in real time
• Maintain accurate records of customer progress and sales activities
• Manage and organize client data to track progress and prioritize follow-ups Issue Identification & Escalation
• Spot customer roadblocks that affect conversion or onboarding
• Escalate promptly for resolution to protect customer experience and revenue outcomes 🎯 What We’re Looking For:
• Min 1-3 years of working experience in Customer Service, Call Center, or Telesales
• Excellent Spanish & English verbal communication + phone etiquette
• Mindset: Customer-focused and commercially driven, proactive and solution-oriented
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Skills:
Excellent organization and high attention to detail
• Technical: Proficient in Google Sheets (formulas, filters, pivot tables, data cleaning), familiar with CRM systems, and quick to learn new digital tools
• Sales Comfort: Proven track record of achieving call or conversion targets, with strong follow-up, persuasion, and objection-handling skills 💡 Why Join IUX?
• Career Growth: Start as an executive today, lead a department tomorrow. Many of our team have risen quickly.
• Premium Insurance: Comprehensive health coverage for you.
• Flexible

Benefits:
Travel, medical, dental, wellness spa, and many more.
• Laptop & Support: We provide your laptop, maintenance, and upgrades when possible.
• Global Team: Work with colleagues across Asia, MENA, Latin America — and soon Europe. About IUX At IUX, we are more than just a brokerage firm – we are a global fintech with a presence spanning Asia, MENA, Latin America, and Europe. As we continue to expand, we are seeking talented people who are ready to take ownership, learn, and contribute to building a strong employee experience. Our mission is to revolutionize the trading experience through cutting-edge technology, seamless execution, and a client-centric approach. If you're looking for a fast-paced environment where innovation meets opportunity, IUX is the place for you All applications will be treated in strict confidence. By submitting your application, you consent to our privacy policy regarding the collection and use of your personal data. Only shortlisted candidates will be notified.