Account Manager

Develop new business in a consultative manner by up- and cross-selling to a Mexican and global client base, driving the complete B2B sales cycle — from prospecting and alliance origination through close — and continuously managing relationships with strategic accounts, clients, and partners, with a focus on high-impact solutions for the client's business, long-term retention, and revenue maximization.

Activities & Responsibilities:

• Act strategically in the development of new business, driving the complete consultative sales cycle, from prospecting to close.
• Conduct diagnostics with clients to identify operational pain points, process bottlenecks, and improvement opportunities in the tax, accounting, financial, payroll, and back-office areas.
• Propose solutions aligned with business needs and the impacts identified during the diagnostic.
• Identify, enable, and maintain strategic and referral partnerships, including co-selling initiatives and joint business development.
• Manage a portfolio of strategic accounts and clients, building long-term relationships with decision-makers and C-Level executives.
• Prepare and present structured commercial proposals, conducting complex negotiations and ensuring profitability, sales balance, and target achievement.
• Track commercial performance indicators through CRM and management reports, adjusting strategies to maximize results.
• Proactively anticipate and resolve client challenges, ensuring high satisfaction and long-term retention.
• Support the onboarding and transition of new services, ensuring efficient integration with internal areas after closing.
• Represent the company at industry events, conferences, and networking opportunities, strengthening relationships with clients and partners.
• Analyze client and partner feedback and engagement trends, proposing improvements to service delivery.

Education:

• Bachelor's degree in Business Administration, Business Management, Controllership & Finance, Accounting, Auditing, Tax Management, Marketing, or a related field.
• A specialization in a related area will be considered a plus.

Professional Experience:

• Solid experience in B2B consultative sales, working in complex sales cycles and negotiating with mid-size and large companies.
• 5+ years of experience in partnership management, sales, business development, account management, or client relations, building long-term relationships and interacting with decision-makers and C-Level executives.
• Experience in professional services or B2B environments is a plus.
• Knowledge of joint marketing strategies and event sponsorships is a plus
• Fluency in Spanish is mandatory; strong working knowledge of English

Technical Requirements:

• Ability to identify operational pain points and financial impacts, map processes, pinpoint bottlenecks, and build high-value consultative proposals.
• Experience with CRM (HubSpot or similar) and partnership management and performance-tracking tools.
• Intermediate Excel skills.
• Good to have proficiency with ERP solutions such as SAP, TOTVS, Oracle, or similar.
• Knowledge of business processes in the finance, accounting, and HR areas.
• Understanding of contracts, including scope and rate adjustments, and experience structuring partnership agreements.

Competencies:

• Strategic, consultative, results-driven profile.
• Analytical ability to diagnose operational pain points, financial impacts, and improvement opportunities.
• Excellent communication and the seniority to interact with C-Level executives, with the ability to build trust and credibility.
• Skill in conducting complex negotiations and building high-value proposals.
• Organization, discipline, and attention to detail in managing the account portfolio, pipeline, metrics, and CRM, handling multiple relationships simultaneously.
• Collaborative mindset, with the ability to work cross-functionally with clients, partners, and internal areas.