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Jeeves

Posted 4 months ago

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Key Account Manager

Mexico CityHybridFull-time

AI Summary

A Senior Key Account Manager oversees and grows a portfolio of high-value B2B clients in LATAM, driving cross-sell, upsell, retention, and acting as the main point of contact for finance leaders.

About this role

Jeeves is a groundbreaking financial operating system built for global businesses that provides corporate cards, cross-border payments, and spend management software within one unified platform. The company operates across 20+ countries including Brazil, Canada, Colombia, Mexico, the United Kingdom, across Europe, and the United States, and serves over 5,000 clients ranging from venture-backed startups to SMBs around the world. With a mission to empower businesses with more efficient and cost-effective financial solutions worldwide, Jeeves combines cutting-edge financial technology with exceptional team expertise to transform the business financial landscape. Jeeves has been recognized as one of The Information's 50 Most Promising Startups in 2023, as well as a Y Combinator Top Company 2021-2023 and won “Fintech of the Year" at the European Fintech Awards.

Since graduating from Y Combinator in 2020, Jeeves has successfully raised over $380 million and is backed by top world-class investors including Andreessen Horowitz, Y Combinator, CRV, Tencent, Stanford University, Clocktower Ventures, and founders of more than 15 unicorns including David Velez (Nubank), Carlos Garcia (Kavak) and Sebastián Mejía (Rappi).

We are looking for a highly strategic and relationship-driven Senior Key Account Manager 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.

Location: This role is based out of Mexico City, Mexico, and is a full-time hybrid position where it is required to come into our office in Roma Norte (2–3 days/week). #LI-HYBRID

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.
  • Understand and sell additional solutions

    • 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 Spanish; Upper-Intermediate to Advanced English required.

    • Skills

    CRMsExcelFintech PlatformsHubspotSaaS PlatformsSalesforceSheets

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