Senior Key Account Manager (Fintech)

Location: Mexico City, Mexico; hybrid work with office attendance in Roma Norte 2–3 days per week

Company

Financial operating system providing corporate cards, cross-border payments, and spend management software for global businesses across 20+ countries.

What you will do

• Manage and grow a portfolio of key B2B clients across Mexico and Colombia.
• Identify and execute cross-sell and upsell opportunities to increase account share of wallet.
• Serve as the main contact for billing, portfolio usage, credit support, and operational follow-ups.
• Present cards, payment, and spend management solutions to CFOs, Controllers, and finance teams.
• Coordinate with credit, risk, customer success, and finance on complex client needs, escalations, collections, and payment discussions.
• Track account performance, product adoption, expansion potential, revenue risks, and client satisfaction; report results to regional leadership.

Requirements

• Bachelor’s or Master’s degree in Business, Marketing, Finance, Hospitality, or a related field.
• At least 3 years of experience in key account management or B2B customer success.
• Proven experience expanding accounts through cross-sell and upsell strategies.
• Understanding of B2B financial products, including credit lines, virtual cards, and digital payments.
• Experience with CRMs such as Salesforce or HubSpot, Excel/Sheets, and reporting tools.
• Fluent Spanish and upper-intermediate to advanced English required.

Nice to have

• Experience in fintech, SaaS, hospitality, financial services, or B2B commercial real estate.
• Background selling private rooms or meeting spaces.

Culture & Benefits

• Work in a full-time hybrid setup from the Roma Norte office.
• Collaborate with regional teams across a multi-country financial technology business.
• Support clients using corporate cards, payments, and spend management products.