Account Executive, Retail Settlement

Inmar Intelligence; Monterrey; Presencial; MXN 524.017 - 873.362; Jornada completa

Descripción de la vacante

Inmar Intelligence in Monterrey is seeking an Account Executive for Retail Settlement responsible for handling retailers’ data and providing meaningful analysis. The successful candidate will perform various tasks including chargeback research, variance analysis, and more, while enhancing client relationships.

The ideal candidate should hold a Bachelor’s degree and possess 3-5 years of relevant experience. Strong communication skills and proficiency in tools like Salesforce are essential for success in this office-based position.

Formación

• 3-5 years related work experience involving business account service or in-depth data analysis.
• Fluency in English, both spoken and written.
• Ability to create spreadsheets and insightful reports.

Responsabilidades

• Perform detailed, routine clerical work for accurate processing of client data.
• Handle inbound and outbound client requests via phone and email.
• Collect, clean, and analyze data to ensure high quality.

Conocimientos

Web Research

Analytical Thinking

MS PowerPoint

Communication Skills

Problem Solving

Excel Basic to Intermediate

Educación

Bachelor’s Degree

Herramientas

Salesforce

Descripción del empleo

This role is office-based in Mexico. The role requires professional fluency in English (spoken and written).

Job Description

Under the general direction of a manager, the Account Executive, Retail Settlement strategically handles retailers’ data with an analytical viewpoint and understands how to proactively provide meaningful analysis. This is composed of but not limited to: chargeback research, variance analysis, industry trends, processing trends, and volume fluctuations. Through this analysis the Account Executive is responsible for growing Inmar’s relationship with priority clients by communicating effectively and client first mindset. The Account Executive works closely with the Manager on research projects, cross‑training, and data analysis initiatives.

General Accountabilities

• Perform detailed, routine clerical work of an analytical and customer service nature to ensure accurate, timely processing of client’s data
• Handling inbound and outbound client and customer requests and inquiries via phone and email
• Create spreadsheets and relevant reports that provide insight into key data points (monthly, quarterly, ad hoc)
• Collects, cleans and analyzes data
• Ensure high data quality through regular quality checks/controls
• Identifying and troubleshooting client problems
• Educate and train clients on services and on industry in general
• Responsible for making coupon processing decisions
• Assisting manager or other Company personnel in scheduling training team members or other associates regarding the department’s function and conducting training sessions as required
• Assisting manager in the development and maintenance of quality standards
• Ensuring that communications from the manager or other areas of the company are understood and supported by other team members
• Collaborate and communicate with data professionals and upper management to oversee highly visible projects
• Utilize best practices in time management skills in order to perform regular daily tasks in addition to extra projects as assigned by supervisor/manager
• Participate in User Acceptance Testing (UAT) as assigned
• Assist with reporting and enhancement requests
• Assist maintain accurate database
• Assist with processing files for invoicing
• Contributes to process improvement initiatives
• Review industry updates, retailer reviews, and trends
• Utilize Salesforce to interact with clients regarding data issues or requests

Required Qualifications

• Bachelor’s Degree required
• 3-5 years related work experience involving business account service, in-depth data analysis OR equivalent combination
• Web Research Excel Basic to Intermediate
• Excel Basic to Intermediate
• MS PowerPoint Basic
• Propensity for Learning
• Good Written, Oral, & Presentation Skills

Individual Competencies

• Communication: Giving and receiving messages and information in written, oral, and visual formats concisely for a complete understanding of meaning and intent
• Problem Solving: Gathers and analyzes information to generate and evaluate potential solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information
• Analytical & Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.
• Curious: A desire to inquire and learn, to seek new knowledge and wisdom, and to listen to the contributions of others with a genuine interest to better self, the team, and the organization.

Vision & Strategy

Takes a long‑term view and builds a shared vision with others while positioning the organization for future success by identifying new opportunities, formulating objectives and priorities, and implementing plans consistent with the long‑term interest of the organization in a global environment.

Business Acumen

Understands and is aware of how to think about and successfully make the right business decisions through the utilization of industry‑specific knowledge and skills and strategic thinking tools and skills.

Effective Execution

Translates broad conceptual understanding of the company's strategy into a tactical plan of how it will happen including who will take on which tasks in what sequence, how long those tasks will take, how much the tasks cost, and how each task affects subsequent activities.