Gerente de Cuentas Estratégicas – Crecimiento de Clientes Clave

Placements24; Santiago de Querétaro; On-site; MXN 900,000 - 1,300,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Career growth opportunities

Job summary

Placements24, a respected financial solutions firm, seeks a strategic Gerente de Cuentas Estratégicas to manage and grow a portfolio of key clients in Querétaro City. You will develop account plans, identify upsell opportunities, and coordinate with product, marketing, and operations to deliver tailored financial services.

This role requires at least five years in account management within financial services, strong relationship, negotiation, and presentation skills, plus a proven ability to

Qualifications

• Minimum 5 years in account management, sales, or relationship management within financial services.
• Proven ability to manage and grow large, complex client accounts.
• Strong understanding of financial products and market dynamics.
• Excellent interpersonal, communication, and presentation skills.

Responsibilities

• Manage and nurture a portfolio of strategic client accounts, ensuring retention and growth.
• Develop and implement account plans tailored to each client's financial objectives.
• Identify upsell and cross-sell opportunities within existing accounts.
• Serve as primary contact for client needs and coordinate with internal teams.

Skills

Account management

Sales experience

Negotiation

Presentation skills

CRM software

Education

Bachelor's degree in Finance or related field

Tools

CRM platforms

Job description

Placements24, a respected financial solutions firm, seeks a strategic Gerente de Cuentas Estratégicas to manage and grow a portfolio of key clients in Querétaro City. You will develop account plans, identify upsell opportunities, and coordinate with product, marketing, and operations to deliver tailored financial services.

This role requires at least five years in account management within financial services, strong relationship, negotiation, and presentation skills, plus a proven ability to