Associate Customer Success Manager

At Regnology our greatest asset is our people. We value diversity and foster an inclusive environment that supports learning, safety, and growth. By investing in our team, listening to customers, and encouraging creativity, we drive continuous innovation and improvement. We offer a flexible, innovative environment where your ideas matter and your career can thrive. Regnology is a global leader in regulatory reporting, helping financial institutions, regulators, and tax authorities improve data quality, efficiency, and cost savings. Our mission: to safeguard financial markets through smarter, future-ready solutions. What you'll do Do you excel at organization and enjoy supporting others behind the scenes? Become an Associate Customer Success Manager and be the operational backbone for our Customer Success Managers (CSMs) — keeping systems accurate, meetings running smoothly, and processes improving as we scale. In our fast-paced, expanding company, you'll have the opportunity to wear multiple hats, adapt to new challenges, and grow your skills in a supportive environment — in a remote setup from Bogota. Why we should decide on you We are looking for a structured, reliable, and detail-oriented individual to join our Customer Success team as an Associate Customer Success Manager. In this role, you will provide dedicated back-office support to our Customer Success Managers, helping them stay organized, informed, and focused on the client relationship while you handle the operational groundwork. As one of the first hires in your region, you will play a key role in helping us scale our Customer Success operations, standardize internal workflows, and free up CSM capacity for higher-value client work. This is a role for someone who thrives in a fast-moving, international environment and wants to help improve the way we support our clients from behind the scenes. Key Responsibilities Customer Success Office Provide back-office support to CSMs through CRM maintenance, meeting coordination, follow-up tracking, and internal workflows. Prepare and maintain account records, client health data, and status updates so CSMs have accurate, up-to-date visibility at all times. Schedule and coordinate client meetings, QBRs, and internal reviews, including agenda prep and follow-up action tracking. Support renewal, onboarding, and account-review processes by keeping documentation, timelines, and checklists current. Process & Documentation Assist in building and improving internal CS processes, templates, and playbooks as the organization scales. Maintain and refine internal documentation, knowledge bases, and reporting templates used by the CS team. Identify recurring patterns or inefficiencies in CSM workflows and suggest improvements. Reporting & Data Quality Ensure accurate records and consistent updates across systems (CRM and related tools) for full customer visibility. Contribute to internal reporting on account status,…