About this role
We are looking for a highly strategic and relationship-driven Senior Key Account Manager to oversee and grow a portfolio of high-value B2B clients in the LATAM region. This role requires a professional who thrives on cross-sell, upsell, retention, and financial product expansion, while providing proactive account support and managing internal escalations.
You will be the main point of contact for C-level executives and founders, helping them expand their usage of Jeeves products, solve challenges with a consultative mindset, and strengthen long-term partnerships. A background in fintech, hospitality or B2B commercial real estate (e.g. sales of private rooms or meeting spaces) is highly valued.
Location: This role is based out of Mexico City, Mexico, and is a full-time hybrid position where it is required to come into our office in Roma Norte (2–3 days/week). #LI-HYBRID
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.