Key Account Manager
Key Skills for This Role
Full Job Posting
Key Responsibilities
Manage and grow a portfolio of key clients across Mexico and Colombia.
Identify, drive, and execute cross-sell and upsell opportunities to increase share of wallet.
Act as the main point of contact for billing, portfolio usage, credit support, and operational follow-ups.
Coordinate with credit, risk, and customer success to support complex client needs or escalations.
Present and position Jeeves solutions (cards, Jeeves Pay, spend management) to CFOs, Controllers, and finance teams.
Manage account performance: track client activity, expansion potential, and risks to revenue.
Ensure high levels of product adoption and client satisfaction, driving NRR growth.
Maintain a deep understanding of product updates to deliver tailored recommendations.
Regularly report on account status and performance to regional leadership.
Contribute to quarterly business reviews and expansion planning with clients.
Support collections and payment conversations where needed, in collaboration with the finance team.
Understand and sell additional solutions
Qualifications
- Bachelor's or Master’s degree in Business, Marketing, Finance, Hospitality, or related field.
- 3+ years in key account management or B2B customer success (ideally in fintech, SaaS, hospitality or financial services).
- Proven track record of expanding accounts via cross-sell and upsell strategies.
- Experience on fintech and saas platforms selling
- Strong understanding of B2B financial products, including credit lines, virtual cards, and digital payments.
- Excellent communication and negotiation skills, with the ability to influence C-level stakeholders.
- Proficiency with CRMs (e.g., Salesforce, HubSpot), Excel/Sheets, and reporting tools.
- Fluent in Spanish; Upper-Intermediate to Advanced English required.
About Jeeves
Jeeves is a global financial platform for enterprises, offering corporate cards, expense management, accounts payable automation, cross-border payments, and multi-currency cash accounts across 20+ countries.
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