Key Responsibilities

• Manage and grow a portfolio of key clients across Brazil.
• 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, stablecoins, etc) 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 or saas platforms selling - Strong understanding of B2B products - 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 English

XML job scraping automation by YubHub

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.

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.

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.

XML job scraping automation by YubHub

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.

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.

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.

XML job scraping automation by YubHub