Key Account Manager

What is Cobre and what do we do?

Cobre is a corporate treasury and payments platform designed to elevate the way Latin American companies manage their finances. At Cobre, we build CFO-tech on top of owned payment rails in order to give real-time capabilities to domestic and cross border payments, empowering every peso that our clients move.

We are committed to eliminating friction between companies, their banking partners, their people and their money so that money movement becomes a growth driver, rather than a time-consuming task. In this pursuit, Cobre has grown to become a trusted provider of corporates and tech giants in the region, while building a profitable business that has grown 10x in the past 12 months.

What we are looking for:

The Cobre Key Account Manager (KAM) is responsible for building and maintaining strong relationships with key clients who use our money movement and treasury management solutions. The primary goal is to ensure client satisfaction, drive platform adoption, and maximize revenue from these accounts.

What would you be doing:

• Client Relationship Management:
• Build and nurture long-term relationships with key clients, serving as their primary point of contact.
• Understand the unique needs and objectives of each client and tailor solutions to meet those needs.
• Account Growth:
• Identify opportunities for upselling or cross-selling additional treasury platform services or products to clients.
• Collaborate with the sales and product teams to develop strategies for account growth.
• Client Onboarding and Training:
• Assist clients in the onboarding process, ensuring a smooth transition to the treasury platform.
• Provide training and support to clients and their teams to maximize platform utilization.
• Strategic Account Planning:
• Develop and maintain account plans that outline the client's goals, challenges, and opportunities.
• Collaborate with clients to create a roadmap for achieving their treasury management objectives.
• Issue Resolution:
• Act as a liaison between the client and internal teams to address and resolve any issues or concerns promptly.
• Ensure timely response to client inquiries and escalations.
• Financial Management:
• Monitor and manage the financial health of key accounts, including tracking revenue, forecasting, and ensuring timely payment of invoices.
• Product Knowledge:
• Stay up-to-date with the latest developments and features of the treasury platform.
• Share knowledge with clients to help them leverage the platform effectively.
• Reporting and Analysis:
• Generate and analyze reports related to client usage and performance.
• Provide clients with insights and recommendations to optimize their treasury operations.
• Client Feedback and Advocacy:
• Gather feedback from clients and relay it to the product development team to influence platform enhancements.
• Encourage satisfied clients to become advocates and provide testimonials or referrals.

What do you need:

• Bachelor's degree in business, finance, or a related field (MBA preferred).
• Proven experience in account management, preferably in the financial technology or treasury management sector.
• Strong understanding of treasury and cash management processes.
• Excellent communication, negotiation, and presentation skills.
• Analytical mindset with the ability to identify opportunities and solve complex problems.
• Proficiency in using CRM software and financial software tools.