Project Manager

Buró de Crédito; Miguel Hidalgo; On-site; MXN 700,000 - 900,000; Full time

Job summary

Buró de Crédito is seeking a Senior Client Success professional to support strategic account management, coordinate sales support, and drive automation across commercial operations. You will lead cross-functional projects, manage timelines, and communicate progress to stakeholders.

The role emphasizes optimizing processes, enhancing customer experience, and delivering data-driven insights using BI and CRM tools within a financial services context.

Qualifications

• 5+ years of experience in Account Management, Client Success, Sales Operations, Business Operations, Commercial Support, or Project Management.
• Experience in the financial services industry.
• Experience leading cross-functional projects and initiatives.
• Advanced English proficiency.

Responsibilities

• Support strategic account management activities and build strong relationships with key clients.
• Coordinate Sales Support activities to contribute to commercial objectives.
• Identify and execute opportunities to improve, standardize, and optimize commercial processes.
• Drive automation and digitalization initiatives to enhance operational efficiency.
• Coordinate internal resources to ensure fulfillment of client commitments.
• Support client retention, growth, and satisfaction initiatives.
• Lead and coordinate strategic projects related to commercial operations and client management.
• Manage project timelines, risks, dependencies, and communication with key stakeholders.
• Prepare tracking reports and updates on strategic initiatives and commercial performance.
• Foster collaboration across teams to ensure effective execution of projects and business objectives.

Skills

Advanced English proficiency

Cross-functional collaboration

Stakeholder management

Process optimization

Education

Bachelor’s degree in Business Administration, Industrial Engineering, Economics, Information Systems, Data Analytics, Project Management, or related field

Tools

CRM platforms

Power BI

Power Automate

Microsoft Copilot

Dynamics 365

Salesforce

Job description

Team Overview

The Client Success team is responsible for supporting strategic account management and ensuring operational excellence across commercial activities. The team works closely with Sales and cross-functional partners to optimize processes, enhance the customer experience, and drive digital transformation and automation initiatives.

Role Overview And Core Responsibilities

• Support strategic account management activities and build strong relationships with key clients.
• Coordinate Sales Support activities to contribute to the achievement of commercial objectives.
• Identify and execute opportunities to improve, standardize, and optimize commercial processes.
• Drive automation and digitalization initiatives to enhance operational efficiency.
• Coordinate internal resources to ensure the fulfillment of client commitments.
• Support client retention, growth, and satisfaction initiatives.
• Lead and coordinate strategic projects related to commercial operations and client management.
• Manage project timelines, risks, dependencies, and communication with key stakeholders.
• Prepare tracking reports and updates on strategic initiatives and commercial performance.
• Foster collaboration across teams to ensure the effective execution of projects and business objectives.

Required Knowledge And Experiences

• Bachelor’s degree in Business Administration, Industrial Engineering, Economics, Information Systems, Data Analytics, Project Management, or a related field.
• 5+ years of experience in Account Management, Client Success, Sales Operations, Business Operations, Commercial Support, or Project Management.
• Experience within the financial services industry.
• Experience leading cross-functional projects and initiatives.
• Advanced English proficiency.

Required Technical Skills

• Knowledge of Sales Operations, Account Management, and commercial support processes.
• Experience with CRM platforms and Business Intelligence tools.
• Knowledge of process automation, digital transformation, and Artificial Intelligence solutions.
• Experience using Power BI, Power Automate, Microsoft Copilot, Dynamics 365, Salesforce, or similar tools.
• Ability to analyze data and generate actionable business insights

Preferred Skills

• Strategic thinking and results orientation.
• Project and program management.
• Stakeholder management.
• Strong communication and cross-functional influencing skills.
• Adaptability, continuous improvement, and change management.