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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management, relationship management, and project management, with a strong focus on client satisfaction and operational excellence. Proficient in managing client expectations and delivering results through effective communication and collaboration.
Highest-signal resume keywords
Account ManagementProject ManagementIT Service ManagementSales Cycle ExperienceAdvanced English And Spanish
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 FunnelsForecastingSales ReportsContractsITILCOBITPMIScrumAgile MethodologiesTechnical IT Project Delivery
Soft Skills
FlexibilityResults-Oriented MindsetAccountabilityHonestyProactivityProblem Solving
Tools & Technologies
CRM SystemsTracking Tools
Industry Keywords
Technology CompaniesSoftware Licensing Providers
About the role
Key responsibilities & impact- Maintain the company’s and its products’ strong reputation among employees, clients, and prospects
- Develop sales and business expansion plans for the managed client portfolio
- Develop customer retention, relationship mapping and management, and risk management plans for the managed client portfolio
- Conduct periodic client visits or meetings and keep CRM records up to date
- Lead tactical, operational, and executive meetings with clients, aligning institutional, operational, and business interests
- Manage client tickets and requests and monitor priorities
- Guide clients in accordance with the company’s operational standards and processes
- Organize and align technical work plans, involving and managing internal and client teams
- Record leads and commercial information in the company’s systems and tracking tools
- Maintain organized schedules, deadlines, agendas, reports, activities, meetings, and client-related information, with a focus on results and priority management
- Make recommendations based on client needs and feedback, as well as monitored client performance indicators
- Manage small projects as needed
Requirements
What you’ll need- Flexibility
- Results-oriented mindset
- Accountability
- Honesty
- Proactivity
- Ability to solve complex problems
- Bachelor’s degree in Economics, Business Administration, Communications, Engineering, Computer Science, or a related field preferred
- Advanced English and Spanish
- Experience in account management and relationship management
- Experience across the entire sales cycle, including sales funnels, forecasting, targets, sales reports, and contracts
- Previous experience in technical IT project delivery is preferred
- Experience with IT service management and governance practices and frameworks, including ITIL and COBIT
- Experience in project management, including PMI, Scrum, and agile methodologies
- Experience working at technology companies, particularly software licensing providers, is highly relevant
- Proven experience in project management, ticket management, and managing client and stakeholder expectations
- Experience mobilizing and organizing teams is a plus
Benefits
Comp & perks- Comprehensive health insurance plans
- Professional development programs
- Opportunity to master technologies used in the financial services industry
- Real-world challenges to apply your knowledge and contribute to the evolution of the solutions ecosystem
- Hybrid work model
- Birthday day off
- Autonomy and ownership in your work