Description
We are seeking an Account Specialist to join our team in Mexico, driving renewal and upsell opportunities.
About the Role: As an Account Specialist, you will be responsible for:
- Renewal Management: Owning the end-to-end renewal process for a portfolio of customers, ensuring accuracy, timeliness, and alignment with customer value realization.
- Commercial Execution: Preparing quotes, contracts, and documentation; managing inbound commercial inquiries; identifying and executing low-complexity upsell and cross-sell opportunities.
- Customer Engagement: Acting as a primary contact for commercial and support-related inquiries; confirming renewal intent and clarifying terms with customers.
- Data Analysis & Forecasting: Analyzing customer data to identify trends and opportunities; maintaining accurate CRM records and renewal forecasts.
- Cross-Functional Collaboration: Partnering with Account Executives, Customer Success Managers, Finance, and Legal to ensure smooth processing of commercial transactions and strategic alignment.
About You: You are a fit for the role if you have:
- 2+ years in account management, renewals, inside sales, or customer-facing roles (preferably in SaaS or recurring revenue environments) and accounts portfolio management.
- Bachelor’s degree in business, Marketing, or a related field, or equivalent professional experience.
Skills & Attributes:
- Advanced English proficiency both written and oral.
- Strong commercial acumen and negotiation skills.
- Excellent communication and relationship management abilities.
- Highly organized with strong attention to detail and follow-through.
- Analytical and solution-oriented mindset.
- Proficient in CRM and quoting tools (e.g., Salesforce, CPQ platforms).
- Comfortable managing multiple priorities and working cross-functionally.
- Ability to build value propositions aligned with customer needs.
Key Metrics:
- Renewal & Retention: % of contracts successfully renewed, and customers retained.
- Cross-Sales & Upsells: Revenue generated from low-complexity upsell and cross-sell opportunities.
Compensation: Base salary + variable commissions based on performance metrics.
Benefits:
- Hybrid Work Model: Flexible hybrid working environment.
- Flexibility & Work-Life Balance: Supportive workplace policies, including work from anywhere for up to 8 weeks per year.
- Career Development and Growth: Culture of continuous learning and skill development.
- Industry Competitive Benefits: Comprehensive benefit plans, including flexible vacation, Mental Health Days off, access to Headspace app, retirement savings, tuition reimbursement, and employee incentive programs.