About the Role
You will own and manage a book of financial institution accounts across LATAM, serving as the primary point of contact across renewals, expansions, and ongoing engagement. You will build and maintain trusted relationships with key customer stakeholders, understanding their compliance, risk, regulatory, and operational priorities. You will drive renewal execution end-to-end, including discovery, proposal development, pricing, contracting, and close, while maintaining strong Net Revenue Retention. You will identify and execute upsell and cross sell opportunities within existing accounts to achieve quota targets. You will ensure customers realize consistent value from TRM’s products by aligning solutions to customer workflows and evolving needs. You will maintain accurate pipeline, renewal forecasts, and account health tracking in Salesforce and related tools. You will respond rapidly to customer inquiries and requests, balancing speed with high-quality, consultative engagement. You will partner cross-functionally to resolve issues, surface customer feedback, and continuously improve the customer experience. You will develop a base of satisfied customers who renew consistently, expand over time, and advocate for TRM across the region.
Requirements
- 3+ years of experience in Account Management, Customer Success, or post-sale SaaS roles, ideally supporting financial institutions in LATAM
- Experience managing renewals, expansions, and commercial conversations with quota responsibility
- Familiarity with financial crime compliance, risk, or related domains, including AML, sanctions, KYC, fraud, or crypto compliance, or strong aptitude to ramp quickly
- Comfort managing a high-volume book of business with competing priorities and tight timelines
- Strong customer presence with the ability to build trust and credibility across senior and working-level stakeholders
- Clear direct communicator who listens actively and drives alignment on next steps
- Fluency in Spanish and English; Portuguese fluency is a strong plus
- Proficient with CRM and sales tooling, such as Salesforce; disciplined about pipeline hygiene and forecasting
- Highly autonomous and accountable; owns outcomes and follows through on commitments
- Adaptable and resilient in a fast-moving environment where priorities evolve quickly
- Collaborative team player who works effectively across Sales, Customer Success, Product, and Operations
Responsibilities
- Own and manage a book of financial institution accounts across LATAM, serving as the primary point of contact across renewals, expansions, and ongoing engagement
- Build and maintain trusted relationships with key customer stakeholders, understanding their compliance, risk, regulatory, and operational priorities
- Drive renewal execution end-to-end, including discovery, proposal development, pricing, contracting, and close, while maintaining strong Net Revenue Retention
- Identify and execute upsell and cross sell opportunities within existing accounts to achieve individual quota targets
- Ensure customers realize consistent value from TRM’s products by aligning solutions to customer workflows and evolving needs
- Maintain accurate pipeline, renewal forecasts, and account health tracking in Salesforce and related tools
- Respond rapidly to customer inquiries and requests, balancing speed with high quality consultative engagement
- Partner cross-functionally to resolve issues, surface customer feedback, and continuously improve the customer experience
- Develop a base of satisfied customers who renew consistently, expand over time, and advocate for TRM across the region