Client Success & Sales Account Manager

Client Success & Sales Account Manager | Location: Latin America (Remote) | Employment Type: Full-Time | Openings: Multiple

Overview

We are seeking dynamic, relationship-driven professionals to join our team as Client Success & Sales Account Managers. This role blends outbound sales, account management, and client relationship building. The ideal candidate is confident in client-facing interactions, highly organized, and committed to delivering an exceptional customer experience.

Key Responsibilities:

• Conduct outbound sales and discovery calls with prospective clients
• Build and maintain strong relationships with existing accounts
• Act as the primary point of contact for assigned customers
• Coordinate client onboarding and ensure a smooth experience
• Follow up consistently with leads and active accounts
• Maintain accurate CRM records and manage pipeline updates
• Collaborate with internal teams to address client needs efficiently
• Represent the organization professionally across video calls, email, and phone interactions

Requirements:

• Based in Latin America
• Fluent or near-native English communication skills
• Prior experience in sales, account management, customer success, hospitality, recruiting, or client services
• Comfortable leading video and phone conversations daily
• Strong interpersonal skills and professional presence
• Highly organized with strong attention to detail
• Relationship-oriented and customer-focused mindset
• Experience working with U.S.-based clients is a plus
• Background in banking, fintech, financial services, or wealth management is a strong advantage
• Familiarity with CRM tools (e.g., HubSpot, Salesforce, or similar) preferred

Ideal Candidate Profile

• Personable, engaging, and confident communicator
• High emotional intelligence and strong listening skills
• Proactive with excellent follow-through
• Thrives in a fast-paced, startup-style environment
• Driven by building relationships and ensuring client satisfaction
• Comfortable and professional in client-facing and on-camera interactions

• Based in Latin America
• Fluent or near-native English (spoken and written)
• Proven experience in at least one of the following:
• Sales
• Account Management
• Customer Success
• Client Services
• Hospitality or Recruiting
• Comfortable handling daily video (Zoom) and phone calls
• Strong interpersonal and communication skills
• Professional presence and confidence in client-facing situations
• Highly organized and detail-oriented
• Relationship-driven mindset with strong follow-through

• Naturally personable and engaging
• Professional and polished communicator
• High emotional intelligence
• Fast responder with strong follow-through
• Comfortable in a fast-paced startup environment
• Driven by relationship building and client satisfaction
• Strong on camera and confident in client-facing interactions

• CRM Platforms: HubSpot CRM, Salesforce (or similar)
• Communication Tools: Zoom, phone systems, email clients
• Productivity & Collaboration: Google Workspace (Docs, Sheets, Calendar) or Microsoft 365
• Pipeline & Task Management: CRM-integrated tools and basic project/task trackers
• Client Engagement: Video conferencing, email communication, and follow-up automation tools