B2B Key Account Manager - FinTech Growth & Success

Quona Capital; 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

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.