Account Manager

Job Overview: We're looking for an enthusiastic Account Manager to join our team! In this role, you'll be the main point of contact for our clients, ensuring their needs are met and building long-term relationships. You'll manage client accounts, coordinate with internal teams, and enhance the client experience to help us reach our goals.

Responsibilities:

Client Relationship Management:

• Develop and maintain strong, long-lasting relationships with clients.
• Act as the main point of contact for assigned clients.

Project Coordination:

• Ensure timely and successful delivery of solutions.
• Liaise between clients and cross-functional internal teams.

Performance Tracking:

• Monitor and report on account performance, including key metrics and client satisfaction.

Business Development:

• Identify opportunities for client growth.
• Develop new business from existing accounts.

Issue Resolution:

• Address client issues and challenges promptly.
• Escalate issues as necessary to ensure client satisfaction.

Lists Building Process:

• Ensure SDRs have the correct and ample lists to call on.
• Follow the building checklist.

Conversation Review:

• Review conversations in SFDC daily to understand where SDRs are having conversations.
• Adjust lists as needed.

Setting Meetings:

• Set meetings for Red and Yellow clients to move them to the next color level (Green).

Cold Calling:

• Review conversations of Red and Yellow clients to understand recurring dispositions.
• Call into these dispositions to try to move them to a meeting.
  Interest Send Info: Follow up on clients who showed interest but requested more information.
  No Interest (No Reason Given): Call to gain more insights and possibly change their decision.
  No Interest (Reason Given): Address concerns and try to change their decision.
  Incorrect Contact, No Referral: Find the correct contact or gain referrals.
  Incorrect Contact, Referral: Follow up with referred contacts.
  Reschedules: Call all reschedules to attempt to confirm a new meeting time.

ROI/Meeting Documentation:

• Send clients the ROI/Meeting document to illustrate the value and secure future engagements.

Strategy Plan Development & Management:

• After meeting with clients, outline a new plan on strategy and direction.
• Know where we've been strategically with clients and identify opportunities for future growth.

SDR Coach:

• Meet with the SDR Coach weekly to understand what they are hearing on the phone.
• Implement changes in a timely manner.

Client Onboarding:

• Ensure efficient onboarding of all new clients.
  • Create client folders
  • Send onboarding materials
  • Ensure adherence to timelines
  • Get SDRs up to speed
  • Manage launch communications

If you're a proactive problem-solver with a passion for client satisfaction, we'd love to hear from you! Apply now to join our dynamic team.

Our client is currently expanding their team and looking for a highly motivated Sales Development Representative (SDR) based in Mexico.

Job Summary:
As a Sales Development Representative, you will play a crucial role in driving their sales growth by identifying and qualifying potential leads. You will be the first point of contact for potential clients and will be responsible for building strong relationships that contribute to their sales pipeline. This role is ideal for a proactive individual with excellent communication skills and a passion for sales.

Key Responsibilities:

• Lead Generation: Identify and research potential clients through various channels including social media, web searches, and industry-specific platforms.
• Outbound Outreach: Conduct outbound calls and emails to prospective clients to introduce their products/services.
• Qualification: Assess and qualify leads based on established criteria to determine their potential as sales opportunities.
• Relationship Building: Establish and nurture relationships with potential clients, understanding their needs and aligning them with their solutions.
• CRM Management: Maintain accurate and up-to-date records of all interactions and lead activities in their CRM system.
• Collaboration: Work closely with the sales and marketing teams to develop and refine lead generation strategies.
• Reporting: Provide regular reports on lead generation activities and outcomes to management.

Qualifications:

• Location: Must be based in Mexico.
• Experience: 1-2 years of experience in a sales, lead generation, or customer service role. 

Skills:

• Excellent verbal and written communication skills in both Spanish and English.
• Strong research and analytical skills.
• Proficiency with CRM software (e.g., Salesforce, HubSpot) and MS Office Suite.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills.

Attributes:

• High level of enthusiasm and a positive attitude.
• Self-motivated with a results-driven approach.
• Ability to handle rejection and maintain perseverance.

What We Offer:

• Competitive salary and performance-based incentives.
• Flexible remote working environment.
• Comprehensive training and ongoing professional development.
• Opportunity to be part of a dynamic and growing company with a collaborative work culture.

Job Description: Sales Development Representative (SDR)

Company Overview:
We are a leading financial services firm with a commitment to innovation and client-centric solutions, we empower individuals and businesses to achieve their financial goals with confidence.

Position: Sales Development Representative (SDR)

Location: 100% Remote (Latin America)

Job Summary:

As a Sales Development Representative (SDR), you will play a pivotal role in driving the growth of our client base. You will be responsible for generating new business opportunities through outbound prospecting efforts, engaging potential clients, and qualifying leads to ultimately contribute to the company's revenue targets.

Key Responsibilities:

• Conduct outbound prospecting to generate and qualify leads through calls, emails, and social media interactions.
• Collaborate with the sales team to develop targeted prospecting strategies and campaigns.
• Educate prospects on the benefits of our financial services and solutions.
• Utilize CRM software to track interactions and maintain accurate records of prospecting activities.
• Meet and exceed monthly, quarterly, and annual qualified lead quotas.
• Continuously update knowledge of industry trends, products, and competitive landscape.
• Participate in team meetings, training, and sales development activities to enhance skills and knowledge.

Requirements:

• Proven experience as a Sales Development Representative, preferably in the finance or financial services industry.
• Strong communication and interpersonal skills, with the ability to engage and build rapport with prospects.
• Goal-oriented mindset with a track record of achieving or exceeding sales targets.
• Familiarity with CRM software (e.g., Salesforce) and sales automation tools.
• Ability to work independently in a remote environment while collaborating effectively with team members.

Job title: Controller

Company Overview:
Join a dynamic and innovative team, where creativity and forward-thinking are celebrated. We foster a collaborative environment that encourages bright ideas and supports individual growth. With a focus on maintaining a healthy work-life balance, we pride ourselves on delivering exceptional customer experiences to our diverse clientele.

Objectives:

• Assist clients and CFOs in developing company strategies and financial goals.
• Provide critical financial and operational information to the CEO through reporting and system development.
• Lead and manage the activities of Accountants and Bookkeepers for transactional accounting.
• Cultivate strong client and team relationships while optimizing work processes for our remote system.
• Support the development and implementation of short and long-term operational strategies.

Key Duties and Responsibilities:

• Evaluate, analyze, and report financial data to senior management for informed decision-making.
• Collaborate with the CFO to prepare metrics, statistics, and financial updates.
• Implement and oversee accounts receivable/payable, payroll procedures, and treasury/AP control.
• Ensure accuracy of transaction records, including general ledger maintenance.
• Lead month-end and year-end close processes and coordinate tax and book audits.
• Establish financial benchmarks, budgets, and reporting standards in conjunction with the CFO.
• Create and manage reports and financial statements, ensuring compliance with GAAP principles.
• Monitor accounts, ledgers, and reporting systems to meet GAAP standards and regulatory requirements.

Requirements:

• 7+ years of progressive accounting/bookkeeping experience.
• Deep understanding of international GAAP principles.
• Proven industry experience in a senior accounting role, with audit experience preferred.
• Excellent knowledge of bookkeeping and accounting practices.
• Professional accounting certification (CMA, CGA, CPA, CA) is preferred.
• Advanced proficiency in English and Excel.
• Familiarity with ERP and CRM systems (SAP, QB, etc.) is a plus.
• Flexibility with working hours to accommodate meetings across multiple time zones.
• Strong communication, negotiation, and project management skills.
• Demonstrated ability in economic and banking processes, along with team management capabilities.