Account Manager managing relationships and business growth opportunities with brokers for SGI CANADA insurance products. Overseeing broker training and compliance, while ensuring strong partnership dynamics.
About the role
- Senior Key Account Manager overseeing high-value B2B clients in LATAM. Driving growth through cross-sell and upsell opportunities with Jeeves’ financial products.
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
Requirements
- 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
Job title
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Experience level
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Degree requirement
Location requirements
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