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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing and growing B2B client accounts within the financial sector, with a strong focus on relationship-building and strategic sales management. Proficient in navigating financial systems and engaging with C-level executives to drive value and optimize client spend management.
Highest-signal resume keywords
Key Account ManagementCustomer Success ManagementB2B Sales ExperienceFinancial Sector ExpertiseSales Forecasting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client OnboardingB2B Account GrowthSales Strategy ManagementERP IntegrationBudget Management
Soft Skills
Relationship BuildingResults-Oriented ApproachBusiness Acumen
Industry Keywords
Financial SectorTraditional BankingSpend ManagementC-Level EngagementSell-In/Sell-Out Strategies
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own and grow strategic client relationships that drive long-term value for Clara and its customers
- Serve as the main point of contact for important clients in Mexico
- Help clients optimize their spend management through Clara’s platform
- Proactively identify opportunities for growth and expansion
- Manage complex sales and onboarding cycles
- Act as a trusted partner to C-level executives across the customer base
- Position Clara as the go-to financial partner for high-impact organizations
Requirements
What you’ll need- 5+ years of experience as a Key Account Manager or Customer Success Manager in a B2B model
- Previous experience in the financial sector, particularly in traditional banking institutions
- Proven ability to onboard, manage, and grow B2B client accounts
- Comfort navigating financial systems, ERP integrations, and budget conversations at the CFO level
- Sales forecasting skills and experience managing sell-in/sell-out strategies
- Excellent relationship-building skills with a FANTER (Farmer + Hunter) mindset
- Structured, results-oriented approach with strong business acumen
- Professional proficiency in English
Benefits
Comp & perks- Competitive salary
- Stock options (ESOP) from day one
- Annual learning budget
- Accelerated development paths
- Hybrid work arrangement, splitting time between the office, customers, and home
- English working environment with Spanish and Portuguese used daily
