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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, client relationship management, and project management, with a strong focus on results and client satisfaction. Proficient in managing client expectations and aligning operational standards with business objectives.
Highest-signal resume keywords
Account ManagementClient Relationship ManagementProject ManagementSales Cycle ExperienceITIL Framework
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 FunnelSales ReportingForecastingContracts ManagementProject Management (PMI, Scrum, Agile)Technical IT ProjectsClient Retention StrategiesRisk ManagementCRM SystemsLead Tracking
Soft Skills
FlexibilityResults-Oriented MindsetAccountabilityIntegrityProactivityProblem Solving
Industry Keywords
IT Service ManagementGovernance PracticesSoftware LicensingBusiness AdministrationEconomicsCommunicationsEngineeringComputer Science
About the role
Key responsibilities & impact- Maintain the company's and its products' positive image among employees, clients, and prospects
- Develop sales and business expansion plans for the managed client portfolio
- Develop client 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, engaging and managing internal and client teams
- Record leads and commercial information in the company's systems and tracking tools
- Organize deadlines, calendars, reports, activities, meetings, and information for all clients, with a focus on results and priority management
- Make recommendations based on client needs, feedback, and metrics
- Manage small projects as needed
Requirements
What you’ll need- Flexibility
- Results-oriented mindset
- Accountability
- Integrity
- 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 proficiency
- Experience in account management and relationship management
- Experience across the full sales cycle: sales funnel, forecasting, targets, sales reporting, and contracts
- Previous experience in a technical IT Projects role is preferred, such as Product Analyst, Systems Analyst, Developer, Project Lead, or similar
- Experience in companies, projects, or environments that adopted IT service management and governance practices and frameworks (ITIL, COBIT)
- Experience in project management (PMI, Scrum, Agile methods)
- Experience in technology companies, particularly software licensing providers
- Proven experience managing projects, support tickets, and client and stakeholder expectations
- Experience mobilizing and organizing teams is a plus, including managing schedules, expectations, risks, and results
Benefits
Comp & perks- Comprehensive health insurance plans
- Training and development programs
- Opportunity to master technologies used in the financial market
- Real-world challenges to apply your knowledge and contribute to the solutions ecosystem
- Hybrid work model
- Birthday day off
- Autonomy to take ownership and lead your work
