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Account Manager

CRI-Lagunilla de Heredia-Ultra💼 Full-time🗓 2026-07-27 → 2026-09-26

Core

Manage deep customer relationships for the Emerging book of business across the US, leveraging digital tools and data to drive revenue retention and growth.

Role type

Senior Associate Account Manager

Builds

Client partnerships and business results for financial markets clients

Domain

Financial markets infrastructure and data

Deliverable

client delivery

Required skills

Account management, sales, negotiation, CRM proficiency, data-driven decision-making, product articulation

Preferred skills

Financial markets familiarity, digital transformation mindset, cross-functional collaboration

Technologies

Salesforce, Tableau, Microsoft 365

Responsibilities

Understand customer strategies and needs, identify upsell/cross-sell opportunities, streamline account administration, monitor client health via reporting tools, partner with sales and customer success teams

Seniority

Senior Associate

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