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Account Success Manager

San Juan, PR · Banking/Loans

Our client an IFE / IBE Puerto Rico has a great opportunity for an Account Success Manager to join their firm. This institution is focus on banking/financial services to a worldwide market based out of Puerto Rico. The candidate can be located anywhere in the world; nevertheless, working hours are EST. Must be fluent in English. Cryptocurrency knowledge prefer.

For our client their account customer relationships are top priority. We’re looking for a dedicated and personable account  success manager to maintain our clients’ accounts and serve as our main point of contact. 

Our ideal candidate will have a passion for helping others and a drive to provide exceptional customer service. Applicants should also be comfortable working with spreadsheets, audits, and other organizational software. If this sounds like you, apply today and help us build meaningful, long-lasting relationships that move our business forward!

Objectives of this Role

  • Act as the main point of contact in all matters relating to client concerns and needs

  • Build and strengthen client relationships to achieve long-term partnerships 

  • Maintain accurate client records, keeping track of any contract updates and renewals

  • Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met

  • Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients

Daily and Weekly Responsibilities

  • Take inquiries and requests from customers and address their needs

  • Stay on top of accounts, making sure they’re receiving services that are within their budget and meeting their needs

  • Meet regularly with other members of the team to discuss progress and find new ways to improve business

  • Generate progress reports to give to clients and higher-ups within the organization

  • Identify upsell, cross-sell, and renewal opportunities and communicate with the sales team regularly

Skills and Qualifications

  • Internship or professional experience in a sales or customer service role

  • Ability to multitask and juggle several responsibilities simultaneously

  • Strong written and verbal communication skills 

  • Good attention to detail and organizational skills

Preferred Qualifications

  • Proven track record of meeting or exceeding quotas and receiving positive customer feedback

  • Proficiency with common customer success and customer relationship management software, such as Gainsight and Salesforce

  • Professional certification (e.g. from the Strategic Account Management Association)

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