Gerente De Cuentas Estratégicas - Soluciones Financieras

Placements24; Santiago de Querétaro; Presencial; MXN 900.000 - 1.300.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement plans

Career growth opportunities

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Account management

Sales experience

Negotiation

Presentation skills

CRM software

Educación

Bachelor's degree in Finance or related field

Herramientas

CRM platforms

Descripción del empleo

About the Role

Our client, a prestigious firm specializing in financial solutions, is actively seeking an experienced and strategic Gerente de Cuentas Estratégicas to oversee and grow key client relationships in Querétaro City, Querétaro . This pivotal role requires a deep understanding of the financial services industry, exceptional client management acumen, and a passion for delivering tailored solutions. The successful candidate will be responsible for managing a portfolio of high-value clients, identifying opportunities for upselling and cross-selling, and ensuring the highest level of client satisfaction. This is a unique opportunity to significantly impact the growth and success of our client's operations within a key economic hub of Mexico. We are looking for a proactive leader who can navigate complex client needs and build long-term partnerships based on trust and mutual success. Your expertise will be crucial in maintaining our client's leading position in the market.

Key Responsibilities

• Manage and nurture a portfolio of strategic client accounts, ensuring retention and growth.
• Develop and implement account plans tailored to meet each client's unique financial objectives.
• Identify and pursue new business opportunities within existing accounts, focusing on upselling and cross-selling financial products and services.
• Act as the primary point of contact for all client needs, inquiries, and concerns, ensuring timely and effective resolution.
• Collaborate with internal teams (product development, marketing, operations) to ensure seamless service delivery.
• Conduct regular business reviews with clients to assess performance and identify areas for improvement.
• Prepare and present proposals, financial analyses, and performance reports to clients.
• Stay abreast of financial market trends, regulatory changes, and competitor activities impacting client strategies.

Requirements

• Minimum of 5 years of experience in account management, sales, or relationship management within the financial services industry.
• Proven ability to manage and grow large, complex client accounts.
• Strong understanding of financial products, investment strategies, and market dynamics.
• Excellent interpersonal, communication, negotiation, and presentation skills.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Demonstrated success in meeting or exceeding sales and client satisfaction targets.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in relevant financial software and CRM systems.

Benefits

Our client offers a highly competitive salary, performance-based bonuses, and an excellent benefits package, including health insurance and retirement plans. You will have the opportunity to work in a professional and dynamic environment in the heart of Querétaro City , with significant potential for career advancement. We foster a culture of continuous learning and provide access to ongoing training and development programs. Join a team that is committed to excellence and innovation in financial services. This position provides a platform to build a rewarding career while contributing to the success of a leading financial institution. We value our employees and strive to create a supportive and engaging workplace.