Team OverviewThe Client Success team is responsible for supporting strategic account management and ensuring operational excellence across commercial activities. The team works closely with Sales and cross-functional partners to optimize processes, enhance the customer experience, and drive digital transformation and automation initiatives.Role Overview And Core ResponsibilitiesSupport strategic account management activities and build strong relationships with key clients.Coordinate Sales Support activities to contribute to the achievement of commercial objectives.Identify and execute opportunities to improve, standardize, and optimize commercial processes.Drive automation and digitalization initiatives to enhance operational efficiency.Coordinate internal resources to ensure the fulfillment of client commitments.Support client retention, growth, and satisfaction initiatives.Lead and coordinate strategic projects related to commercial operations and client management.Manage project timelines, risks, dependencies,



and communication with key stakeholders.Prepare tracking reports and updates on strategic initiatives and commercial performance.Foster collaboration across teams to ensure the effective execution of projects and business objectives.Required Knowledge And ExperiencesBachelor’s degree in Business Administration, Industrial Engineering, Economics, Information Systems, Data Analytics, Project Management, or a related field.5+ years of experience in Account Management, Client Success, Sales Operations, Business Operations, Commercial Support, or Project Management.Experience within the financial services industry.Experience leading cross-functional projects and initiatives.Advanced English proficiency.Required Technical SkillsKnowledge of Sales Operations, Account Management, and commercial support processes.Experience with CRM platforms and Business Intelligence tools.Knowledge of process automation, digital transformation, and Artificial Intelligence solutions.Experience using Power BI, Power Automate, Microsoft Copilot, Dynamics 365, Salesforce, or similar tools.Ability to analyze data and generate actionable business insightsPreferred Skills Strategic thinking and results orientation.Project and program management.Stakeholder management.Strong communication and cross-functional influencing skills.Adaptability, continuous improvement, and change management.
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📌 Project Manager (México)
🏢 Buró de Crédito
📍 México