Overview
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, serving over 5,000 clients ranging from venture-backed startups to smbs. Jeeves has been recognized as one of the information's 50 most promising startups in 2023, 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 raised over $380 million and is backed by investors including andreessen horowitz, y combinator, crv, tencent, and other leaders in tech and fintech.
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 emphasizes 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 and strengthening long-term partnerships. A background in fintech, hospitality, or b2b commercial real estate is highly valued.
location: this role is based in mexico city, mexico, and is a full-time hybrid position requiring 2–3 days per week in the office in roma norte.
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 net revenue retention 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 to clients.
qualifications
* bachelor's or master’s degree in business, marketing, finance, hospitality, or a 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 with 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; english at least upper-intermediate to advanced.
job function
* sales and business development
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