Key Responsibilities
- Manage and grow a portfolio of key clients across Mexico and Colombia.
- Identify, drive, and execute cross-sell and upsell opportunities to increase share of wallet.
- Act as the main point of contact for billing, portfolio usage, credit support, and operational follow-ups.
- Coordinate with credit, risk, and customer success to support complex client needs or escalations.
- Present and position Jeeves solutions (cards, Jeeves Pay, spend management) to CFOs, Controllers, and finance teams.
- Manage account performance: track client activity, expansion potential, and risks to revenue.
- Ensure high levels of product adoption and client satisfaction, driving NRR growth.
- Maintain a deep understanding of product updates to deliver tailored recommendations.
- Regularly report on account status and performance to regional leadership.
- Contribute to quarterly business reviews and expansion planning with clients.
- Support collections and payment conversations where needed, in collaboration with the finance team.
- Understand and sell additional solutions
Qualifications
- Bachelor's or Master’s degree in Business, Marketing, Finance, Hospitality, or related field.
- 3+ years in key account management or B2B customer success (ideally in fintech, SaaS, hospitality or financial services).
- Proven track record of expanding accounts via cross-sell and upsell strategies.
- Experience on fintech and saas platforms selling
- Strong understanding of B2B financial products, including credit lines, virtual cards, and digital payments.
- Excellent communication and negotiation skills, with the ability to influence C-level stakeholders.
- Proficiency with CRMs (e.g., Salesforce, HubSpot), Excel/Sheets, and reporting tools.
- Fluent in Spanish; Upper-Intermediate to Advanced English required.
