Wealth Client Relationship Manager operationally leading advisory teams for high - net worth clients. Supporting financial goals and implementing financial plans in a collaborative environment.
About the role
- Key Account Lead responsible for maintaining strong relationships with partners and driving profitability at PayJoy. Focused on customer satisfaction through strategic account management and collaboration.
Responsibilities
- Develop trust relationships with a portfolio of major clients to ensure they do not turn to the competition
- Acquire a thorough understanding of key customer needs and requirements
- Expand the relationships with existing customers by continuously proposing solutions that meet their objectives
- Serve as the link of communication between key customers and internal teams
- Resolve any issues and problems faced by customers and deal with complaints to maintain trust
- Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics
Requirements
- Bachelor's degree in Business, Commercial, Marketing, Finance, or related field.
- Minimum of 2 years of experience in commercial account management preferably in fintech, telecom operator, OEM, Key phone distributors, financial services, or related fields.
- Advanced Excel Knowledge and Google tools.
- Strong customer management skills with a proven track record of successful customer retention and growth.
- Excellent communication, persuasion, and negotiation skills, as well data analysis for strategic decision-making, proactive problem-solving.
- Ability to work independently and collaboratively in a continuous change and the dynamic market environment, delivering quick and effective results and solutions.
Benefits
- 100% Company-funded Health and dental and vision discount plan for employees and immediate family members.
- Life insurance.
- Phone finance, Headphone, home office equipment and fitness perks.
- 30 days of Christmas bonus
- 20 days paid Vacation
- 50% Vacation premium
- 13% Saving funds
- $2,000 MXN monthly grocery coupons
- $2,000 USD annual Co-working Travel perk
- $2,000 USD annual Professional Development perk
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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