B2B Key Account Manager

Klar; Ciudad de México; Hybrid; MXN 600,000 - 900,000; Full time

Benefits offered by this job

Paid vacation

Maternity/paternity leave

Vacation premium

Christmas bonus

Medical Insurance

Food vouchers

Device provided

Wellhub subscription

Coaching & Modern Health access

Central office in Mexico City

Job summary

Klar is seeking a B2B Customer Success Key Account Manager in Mexico City to transform activated clients into long-term partners. You’ll drive product adoption, monetize usage, and build trusted advisor relationships across finance, payments, and lending products.

This full-time hybrid role reports to the Customer Success team; you’ll collaborate with Risk, Product, Operations, and Revenue to reduce churn, upsell, and deliver tailored offers while hitting KPIs.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or related field (or equivalent experience).
• 2–5 years of experience in B2B sales, preferably in fintech, SaaS, or financial services.
• Strong understanding of financial products and services (e.g., payments, lending, KYC).
• Proven track record of meeting or exceeding sales quotas.
• Excellent communication, negotiation, and interpersonal skills.
• Self-motivated, organized, and comfortable working in a fast-paced startup environment.
• Experience with CRM software (e.g., Salesforce, HubSpot).

Responsibilities

• Client Relationship Management: Serve as the main point of contact for a portfolio of activated clients, building strong, trust-based relationships with decision-makers and influencers.
• Product Adoption & Monetization: Ensure clients adopt Klar’s products (credit lines, bank accounts, payments, etc.), actively use them, and realize their full value—translating into revenue growth for both clients and Klar.
• Retention & Churn Prevention: Monitor account health and engagement signals, proactively addressing risks and executing retention playbooks to reduce churn.
• Upsell & Cross-sell: Identify opportunities to expand product usage (e.g., higher credit lines, new financial solutions), collaborating with Product and Growth to deliver tailored offers.
• Collaboration & Feedback: Work closely with Risk, Product, Operations, and Revenue teams to solve client issues quickly and provide structured feedback for product and process improvements.
• Performance Management: Own clear KPIs such as portfolio growth, product usage, revenue per client, retention rates, and NPS.

Skills

CRM proficiency

Negotiation skills

Communication skills

Interpersonal skills

Self-motivation

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

Tools

Salesforce

HubSpot

Job description

B2B Customer Success Key Account Manager (KAM)

About Klar

Klar is on a mission to democratize financial services in Mexico—because half of the population still doesn’t have access to a bank account. We’re building the future of fintech with a rich set of debit and credit products, and we’ve already served over 7 million users since our launch in 2019! We are now entering the business segment, and our goal is to provide the best financial operating system for small and medium-sized enterprises (SMEs). We are also proud to have been certified in 2023 as a "Great Place to Work" in Mexico - we’ve worked hard to make that happen and will continue to make bigger strides in the future! Sound like a place you’d like to be?

Our people

If you join us at Klar, you’ll be welcomed to a team which is rich in many talents and we are very proud! With our head office in Mexico City, and remote tech hubs in Berlin and Argentina, we are always learning something new about another culture or language. With so many people from different backgrounds and walks of life (young professionals, parents, LGBTQ+, neurodivergence), you’ll definitely find your people here!

Our values

• Ownership - We own our successes & our failures as a team.
• Excellence - We do everything to the best of our ability & always seek to achieve a new level of excellence in our work.
• Inclusion - We believe we are stronger together and actively work to promote a safe, diverse, inclusive, and respectful culture.
• Customer Obsession - We understand the value Klar can bring to its customers & it’s always at the forefront of our decisions.
• Klarity - We communicate clearly & with authenticity. It’s in our name & it’s what we do.

The position and your daily adventures

The Customer Success KAM at Klar is responsible for transforming activated clients into long‑term, high‑value partners. Their mission is to ensure customers succeed with Klar’s financial solutions by driving product adoption, maximizing monetization, reducing churn, and building deep, trust‑based relationships. KAMs operate as strategic advisors and business partners, aligning Klar’s capabilities with each client’s evolving needs.

This is a full‑time position based in our Mexico City office with a hybrid model, therefore we are looking forward to seeing you in our office 4 times per week.

What you can expect:

• Client Relationship Management: Serve as the main point of contact for a portfolio of activated clients, building strong, trust‑based relationships with decision‑makers and influencers.
• Product Adoption & Monetization: Ensure clients adopt Klar’s products (credit lines, bank accounts, payments, etc.), actively use them, and realize their full value—translating into revenue growth for both clients and Klar.
• Retention & Churn Prevention: Monitor account health and engagement signals, proactively addressing risks and executing retention playbooks to reduce churn.
• Upsell & Cross‑sell: Identify opportunities to expand product usage (e.g., higher credit lines, new financial solutions), collaborating with Product and Growth to deliver tailored offers.
• Collaboration & Feedback: Work closely with Risk, Product, Operations, and Revenue teams to solve client issues quickly and provide structured feedback for product and process improvements.
• Performance Management: Own clear KPIs such as portfolio growth, product usage, revenue per client, retention rates, and NPS.

What we are looking for:

• Bachelor’s degree in Business, Finance, Marketing, or related field (or equivalent experience).
• 2–5 years of experience in B2B sales, preferably in fintech, SaaS, or financial services.
• Strong understanding of financial products and services (e.g., payments, lending, , KYC).
• Proven track record of meeting or exceeding sales quotas.
• Excellent communication, negotiation, and interpersonal skills.
• Self‑motivated, organized, and comfortable working in a fast‑paced startup environment.
• Experience with CRM software (e.g., Salesforce, HubSpot).

Our offer to you:

• Competitive salary based on performance and experience
• Chance of earning Klar stock options
• 15 days of paid vacation per year; plus extended maternity and paternity leaves
• Vacation premium
• 30 days of Christmas bonus
• Food vouchers
• Medical Insurance
• Computer device
• Wellhub subscription to offer mental and physical health
• Sponsored coaching and therapy sessions via Modern Health
• A modern centrally located office in Mexico City with free drinks, snacks, and regular social events
• International work environment with amazing and highly skilled people
• A world class team that helps you evolve your skills in areas you’re interested in

Klar is a safe place for everyone!

We trust our highly skilled and diverse team and we’re committed to creating a welcoming and inclusive environment for new talents to flourish. We value diversity and welcome all applications regardless of gender, nationality, ethnic and social origin, religion/belief, physical abilities, age, sexual orientation and identity.

Should you require any accommodations through the recruitment process, please don’t hesitate to let us know how we can help!