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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Key Account Management and Customer Success within a B2B model, with a strong focus on relationship building, sales forecasting, and client retention strategies. Proficient in engaging C-level stakeholders and utilizing analytical skills to drive commercial performance and account health.
Highest-signal resume keywords
Key Account ManagementCustomer SuccessSales ForecastingB2B Relationship BuildingERP System Integration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ForecastingPortfolio AnalysisBudgetingFinancial ModelingClient OnboardingPerformance AnalysisPipeline ManagementAnalytical MindsetDynamic Environment AdaptabilitySpanish Proficiency
Soft Skills
Structured ThinkingOutcome FocusRelationship BuildingTrust BuildingEngagement Skills
Tools & Technologies
ERP SystemsAI Tools
Industry Keywords
Financial ServicesBankingInsuranceB2B ModelC-Level Stakeholders
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own the full customer lifecycle for strategic clients in Bogotá
- Build trust with decision-makers and drive adoption of Clara's spend management platform
- Develop and maintain long-term relationships with B2B clients
- Lead onboarding for new clients and engage existing clients to maximize retention and satisfaction
- Manage a portfolio of accounts and conduct sell-in, sell-out, and performance analyses
- Execute tailored sales and marketing plans with partners to grow usage and expand accounts
- Forecast commercial performance and track key account health
- Engage CFOs and finance teams on budgeting, spend control, and ERP system integrations
- Balance farmer and hunter responsibilities by retaining existing clients and prospecting and closing new regional opportunities
Requirements
What you’ll need- 5+ years of proven experience in Key Account Management or Customer Success within a B2B model
- Experience onboarding and growing relationships with enterprise clients
- Strong analytical mindset and comfort with sales forecasting, pipeline management, and portfolio analysis
- Professional proficiency in English
- Full fluency in Spanish
- Structured thinking and outcome focus in dynamic environments
- Based in Bogota, with knowledge of the local business landscape
- Background in Financial Services, Banking, or Insurance is a nice-to-have
- Experience with ERP connections, budgeting, or financial modeling is a nice-to-have
- Track record of building relationships with C-level stakeholders is a nice-to-have
- Interest in using AI tools to enhance commercial strategy or client service is a nice-to-have
- Basic proficiency in Portuguese or interest in learning is a nice-to-have
Benefits
Comp & perks- Competitive salary
- Stock options (ESOP) from day one
- Annual learning budget
- Accelerated development paths
- Hybrid work split between office, customers, and home
