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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 B2B customer success, with a strong focus on cross-sell and upsell strategies to drive revenue growth. Proficient in managing client relationships and delivering tailored solutions in the fintech and SaaS sectors.
Highest-signal resume keywords
Key Account ManagementCross-Sell And Upsell StrategiesB2B Customer SuccessCRM ProficiencyExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account Performance TrackingProduct Adoption StrategiesFinancial Solutions SellingClient Activity AnalysisRisk Management
Soft Skills
Negotiation SkillsInfluencing C-Level StakeholdersClient Satisfaction Focus
Tools & Technologies
SalesforceHubSpotExcelReporting Tools
Industry Keywords
FintechSaaSB2B ProductsClient Portfolio ManagementOperational Follow-Ups
About the role
Key responsibilities & impact- 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, including cards, Jeeves Pay, spend management, and stablecoins, to CFOs, Controllers, and finance teams.
- Manage account performance by tracking 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
What you’ll need- 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.