Líder de Cuentas Clave — Soluciones FinTech (Remoto)

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

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.