Job Description Account Specialist We are seeking an experienced Account Specialist with a strong SaaS background who can independently manage a large customer portfolio, drive retention strategies, and identify growth opportunities. This role is best suited for candidates with experience handling high-volume customer portfolios and a proven track record in renewals, retention, and upsell motions within a B2B SaaS environment.
Key Responsibilities
Managing customer renewals and identifying upsell opportunities within an assigned territory and customer portfolio. Engaging customers through the most effective virtual sales channels. Understanding customer needs and positioning appropriate solutions to drive retention and growth. Supporting the development and execution of territory growth strategies. Leveraging product knowledge to identify opportunities and collaborating with Sales Specialists when deeper expertise is required. Managing customer relationships throughout the renewal lifecycle and mitigating churn risks.
Using Salesforce and data-driven insights to progress opportunities and achieve revenue targets. Nurturing existing customer relationships and driving expansion opportunities across non-named accounts. Collaborating cross-functionally with Sales, Customer Success, Product, and Support teams to deliver customer value and commercial outcomes.
Required Qualifications
3-5 years of experience managing SaaS customer accounts, renewals, retention, and upsell motions within a subscription-based business model. Experience managing a high-volume portfolio of customer accounts and consistently achieving renewal and revenue targets. Strong understanding of customer lifecycle management, contract renewals, churn mitigation, and account growth strategies. Demonstrated ability to build and manage customer relationships across multiple stakeholders. Experience using CRM platforms such as Salesforce to manage opportunities and customer portfolios. Strong verbal and wri
📌 Account Specialist (Ciudad de México)
🏢 Refinitiv
📍 Ciudad de México
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