Gerente de Cuentas Clave - Soluciones Empresariales

Placements24; Morelia; Hybrid; MXN 800,000 - 1,400,000; Full time

Benefits offered by this job

Private Health Insurance

Life Insurance

Retirement Savings Plan

Performance-based Bonuses

Job summary

Placements24 is seeking a seasoned Gerente de Cuentas Clave - Soluciones Empresariales to manage and grow key client relationships in Morelia. You will deepen partnerships, guide clients through complex financial solutions, and pursue expansion opportunities across a comprehensive suite of financial services.

The role emphasizes strategic advisory, collaboration with product and operations teams, and driving revenue growth with high-value accounts.

Qualifications

• 5+ years of experience in Key Account Management or related client-facing sales roles in financial services or tech.
• Proven track record of managing and growing large, complex accounts.
• Strong understanding of financial products and business environments.
• Excellent consultative selling and negotiation skills.
• Exceptional communication, presentation, and interpersonal skills.
• Proficiency with CRM tools (e.g., Salesforce) and Microsoft Office.
• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Based in or willing to relocate to Morelia, Michoacán.

Responsibilities

• Develop and execute strategic account plans for a portfolio of key clients to ensure long-term partnerships and revenue growth.
• Serve as the primary point of contact for client needs, inquiries, and escalations with prompt resolution.
• Conduct regular business reviews to assess performance, identify opportunities, and reinforce value proposition.
• Identify client needs and recommend suitable financial solutions and services.
• Collaborate with product, support, and operations teams to deliver exceptional client experiences.
• Monitor client satisfaction and implement retention strategies.
• Track account performance and report to management.
• Stay informed on industry trends and regulatory changes affecting clients.
• Identify upsell and cross-sell opportunities within existing accounts.

Skills

Key Account Mgmt

Relationship Mgmt

Sales Negotiation

CRM (Salesforce)

Data Analysis

Financial Services Knowledge

Education

Bachelor's in Finance

Tools

Salesforce

MS Office

Job description

About the Role

Our client, a distinguished leader in providing cutting-edge financial technology solutions, is actively seeking an experienced and strategic Gerente de Cuentas Clave - Soluciones Empresariales to manage and grow key client relationships within the Morelia, Michoacán area. This pivotal role focuses on deepening partnerships with existing high-value accounts, ensuring client satisfaction, and identifying expansion opportunities for our comprehensive suite of financial services. The successful candidate will be a trusted advisor, leveraging deep industry knowledge to guide clients through complex financial landscapes and drive mutual success. This is an exceptional chance to contribute to a forward-thinking organization and shape the future of financial services for businesses in Michoacán .

Key Responsibilities

• Develop and execute strategic account plans for a portfolio of key clients to ensure long-term partnerships and revenue growth.
• Serve as the primary point of contact for all client needs, inquiries, and escalations, ensuring prompt and effective resolution.
• Conduct regular business reviews with clients to assess performance, identify new opportunities, and reinforce value proposition.
• Proactively identify client needs and recommend appropriate financial solutions and services.
• Collaborate with internal product, support, and operations teams to deliver exceptional client experiences.
• Monitor client satisfaction and implement strategies to enhance retention and loyalty.
• Track account performance against targets and provide regular reports to management.
• Stay informed on industry trends, competitive offerings, and regulatory changes affecting our clients.
• Identify opportunities for upselling and cross-selling additional services to existing accounts.

Requirements

• Minimum of 5 years of experience in Key Account Management, Relationship Management, or a similar client-facing sales role within the financial services or technology sector.
• Proven track record of successfully managing and growing large, complex accounts.
• Excellent understanding of financial products, services, and the broader business environment.
• Strong consultative selling and negotiation skills.
• Exceptional communication, presentation, and interpersonal skills.
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.
• Ability to analyze data, identify trends, and develop strategic recommendations.
• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Based in or willing to relocate to Morelia, Michoacán.

Benefits

Our client offers a highly competitive salary, performance-based bonuses, and a comprehensive benefits package that includes private health insurance, life insurance, and retirement savings plans. You will have access to continuous professional development programs and opportunities for career advancement within a globally recognized organization. We foster a collaborative and innovative work culture that values employee contributions. This role is primarily remote, offering flexibility while ensuring strong client engagement. Enjoy the benefits of working from home with occasional travel as needed to meet with clients or attend strategic meetings in Morelia or surrounding areas.