Strategic Portfolio Growth Manager

Há 7 dias

São Paulo, São Paulo, Brasil beBeeStrategist Tempo inteiro US$120.000 - US$150.000
Senior Key Account Manager Job Description

We are looking for a highly strategic and relationship-driven professional to oversee and grow a portfolio of high-value B2B clients in the LATAM region.

This role requires a professional who thrives on cross-sell, upsell, retention, and financial product expansion, while providing proactive account support and managing internal escalations.

You will be the main point of contact for C-level executives and founders, helping them expand their usage of Jeeves products, solve challenges with a consultative mindset, and strengthen long-term partnerships.

A background in fintech, hospitality or B2B commercial real estate (e.g. sales of private rooms or meeting spaces) is highly valued.

Key Responsibilities:
  • Manage and grow a portfolio of key clients across Mexico and Colombia.
  • 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 (cards, Jeeves Pay, spend management) to CFOs, Controllers, and finance teams.
  • Manage account performance: track 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.

Required Skills and Qualifications:

  • 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 and saas platforms selling.
  • Strong understanding of B2B financial products, including credit lines, virtual cards, and digital payments.
  • 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; Upper-Intermediate to Advanced Spanish preferred.
What We Offer:

This role is based out of São Paulo, Brazil, and is a full-time position where it is required to come into our office at complexo JK Iguatemi (2-3 days/week).

Qualifications and Experience

We are looking for a highly motivated and experienced Senior Key Account Manager to join our team. If you have a proven track record of expanding accounts via cross-sell and upsell strategies, excellent communication and negotiation skills, and a strong understanding of B2B financial products, we encourage you to apply.

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