Technical Account Manager

Planhat; Ciudad de México; Presencial; MXN 25,000 - 45,000; Jornada completa

Descripción de la vacante

A leading company in software solutions seeks a motivated individual to leverage Planhat for global businesses. This role emphasizes delivering tangible business value through technical knowledge and problem-solving skills, engaging with clients across various industries and driving initiatives for growth.

Formación

• Experience in scrappy startups valued.
• Familiarity with APIs and data migrations.
• Strong commercial or consulting experience preferred.

Responsabilidades

• Translate business requirements into technical solutions.
• Engage with clients throughout the entire lifecycle.
• Build proof of concepts and assist in data integration.

Conocimientos

Business acumen

Technical knowledge

Problem solving

Curiosity

Self-starter

Educación

Basic programming knowledge

Herramientas

Salesforce

HubSpot

Zapier

Snowflake

BigQuery

Descripción del empleo

Your mission is to unleash the full power of Planhat for global software businesses.

Team

We are one of the most versatile teams at Planhat, working with clients across various industries and collaborating with colleagues in sales, customer success, and product development. We engage with customers throughout the entire client lifecycle:

• Building a proof of concept for the C-suite at an EduTech company, showcasing the most insightful metrics dashboard they've seen
• Assisting a FinTech startup in seamlessly integrating data from multiple systems into Planhat
• Transforming a PropTech company's processes from spreadsheets and forms into Planhat, designing automation, flagging churn risk, and identifying growth opportunities

Our team members come from diverse backgrounds, including pre-sales, customer support, customer success, consultancy, and project management. Some have technical experience with tools like Salesforce, HubSpot, Zapier, or data warehouses such as Snowflake and BigQuery, while others transitioned from commercial roles to deepen their product expertise, often through self-learning.

Competencies

We value business acumen over years of experience, especially experience in scrappy startups, combined with technical aptitude, particularly in automation. You should understand how to interpret a P&L statement and have basic programming knowledge, like creating a "hello world" program.

This role focuses on delivering tangible business value by translating requirements into results, rather than getting lost in technical details. People tend to come to you because you 'get it' and often deliver solutions better than expected. We look for:

• Self-starter: Curious, eager to learn, comfortable in a fast-paced environment, able to participate in both business and technical discussions, quickly grasp objectives, and implement efficient solutions.
• Technical knowledge meets business acumen: Familiar with APIs, webhooks, data migrations, customer goals, and deadlines. Salesforce Admin knowledge is a plus. You are a fast learner with strong commercial or consulting experience.
• Problem solver: Structured, logical, aware of challenges, and able to recognize when to pivot or seek help.

Trajectory

If you're a high performer and the go-to person on your team, you'll thrive here. Planhat offers opportunities to own initiatives, grow into senior leadership roles, explore international expansion, switch departments such as product or support, and lead strategic projects.