Hire a nearshore CSM for agency retention.

Vela headhunts currently-employed nearshore CSMs in Latin America for US digital agencies, then runs 4 live 1-on-1 AI instructor sessions after placement. The search is built for operators already working inside agencies, not the active job-board pool.

Start a SearchHow Vela Works
Diana C.
Diana C.
Strategy · LATAM growth · ChatGPT-native
Lima, Peru
Marcela P.
Marcela P.
Enterprise retention · CRM · Salesforce
Bogotá, Colombia
Camila V.
Camila V.
QBRs · Power BI · HubSpot
Medellín, Colombia
Nicolas R.
Nicolas R.
SaaS lifecycle · renewals · Salesforce
Medellín, Colombia
Ingrid M.
Ingrid M.
Trilingual · UK/EU/CA · multilingual ops
Bogotá, Colombia
Jose A.
Jose A.
Operations · KPI delivery · escalations
Bogotá, Colombia
Laura B.
Laura B.
Editorial · campaigns · Looker Studio
Medellín, Colombia
Diana C.
Diana C.
Strategy · LATAM growth · ChatGPT-native
Lima, Peru
Marcela P.
Marcela P.
Enterprise retention · CRM · Salesforce
Bogotá, Colombia
Camila V.
Camila V.
QBRs · Power BI · HubSpot
Medellín, Colombia
Nicolas R.
Nicolas R.
SaaS lifecycle · renewals · Salesforce
Medellín, Colombia
Ingrid M.
Ingrid M.
Trilingual · UK/EU/CA · multilingual ops
Bogotá, Colombia
Jose A.
Jose A.
Operations · KPI delivery · escalations
Bogotá, Colombia
Laura B.
Laura B.
Editorial · campaigns · Looker Studio
Medellín, Colombia
The seat

The operator owns the parts that break retention.

Agency owners looking for a nearshore CSM who can own account health, client outcomes, and churn-risk visibility.

// 01

Own

Owns account-health rhythm across client communication, delivery risk, and retention signals.

// 02

Translate

Keeps client outcomes tied to the work the agency actually controls.

// 03

Protect

Turns recurring concerns into internal operating changes before churn lands.

// Shortlist21dthree vetted operators
// First profile7dtarget on senior search
// Replacement90dno re-fee
// AI onboarding4live 1-on-1 AI instructor sessions
Agency context

Built for agency work, not generic remote hiring.

Agency customer success is not SaaS ticket support. A nearshore CSM needs to understand service delivery, client confidence, reporting rhythm, and renewal risk while working close enough to the US day to act quickly.

Working-call vetting
  • A working-call exercise around an unhappy client and weak account momentum.
  • Live communication screen for tone, clarity, ownership, and escalation judgment.
  • AI workflow test for account-health synthesis from calls, tasks, and reporting notes.
AI month one
  • Churn-watch summaries from calls, delivery notes, and reporting movement.
  • Renewal preparation briefs with facts, risk, and next actions.
  • Client communication drafts for tense account moments.

Every placement includes 4 live 1-on-1 AI instructor sessions in the first four weeks post-placement.

Fit check

We say no more often than yes.

// For
  • Your agency needs retention ownership in US working-hour overlap.
  • Client health signals are currently scattered across tools and calls.
  • You want a CSM trained on AI workflows after placement.
// Not for
  • You need SaaS helpdesk coverage.
  • You want a junior client coordinator.
  • You are not ready to define what healthy accounts look like.
Further reading

Compare the seat before you choose the market.

// 01

Compare nearshore hiring options.

See the full comparison library.

// 02

Offshore vs nearshore agency talent.

When overlap and ownership change the answer.

// 03

Philippines vs Latin America.

Choose by seat shape, not country stereotype.

Start a search

Your next nearshore csm is already working at another agency.

First profile target: day 7. Three vetted operators in 21 days. 90-day replacement, no re-fee.

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