Client Success & Operations Architect

Buró de Crédito; Ciudad de México; Sur place; MXN 700 000 - 1 100 000; Plein temps

Résumé du poste

Buró de Crédito seeks a Client Success professional to support strategic account management and drive operational excellence across commercial activities. You will collaborate with Sales and cross-functional partners to optimize processes, enhance the customer experience, and enable digital transformation and automation initiatives.

You will lead cross-functional projects, manage timelines and risks, and prepare updates on strategic initiatives and performance while fostering collaboration

Qualifications

• Bachelor’s degree in related field
• 3+ years in Account Management, Client Success, Sales Operations, Business Operations, Commercial Support, or Project Management
• Experience in financial services industry
• Experience leading cross-functional projects
• Intermediate to advanced English proficiency (B2 or higher)

Responsabilités

• Support strategic account management activities and build strong relationships with key clients.
• Coordinate Sales Support activities to contribute to the achievement of commercial objectives.
• Identify and execute opportunities to improve, standardize, and optimize commercial processes.
• Drive automation and digitalization initiatives to enhance operational efficiency.
• Coordinate internal resources to ensure the fulfillment of client commitments.
• Support client retention, growth, and satisfaction initiatives.
• Lead and coordinate strategic projects related to commercial operations and client management.
• Manage project timelines, risks, dependencies, and communication with key stakeholders.
• Prepare tracking reports and updates on strategic initiatives and commercial performance.
• Foster collaboration across teams to ensure the effective execution of projects and business objectives.

Connaissances

Strategic thinking

Results orientation

Project & program management

Communication skills

Cross-functional collaboration

Adaptability

Continuous improvement

Change management

English proficiency (B2+)

Formation

Bachelor’s degree in related field

Outils

CRM platforms

Power BI

Power Automate

Microsoft Copilot

Dynamics 365

Salesforce

BI tools

Description du poste

Buró de Crédito seeks a Client Success professional to support strategic account management and drive operational excellence across commercial activities. You will collaborate with Sales and cross-functional partners to optimize processes, enhance the customer experience, and enable digital transformation and automation initiatives.

You will lead cross-functional projects, manage timelines and risks, and prepare updates on strategic initiatives and performance while fostering collaboration