Job Description

Locations

• Eagle - D.F. Del. Miguel Hidalgo

Skills Required

• credit reportingintermediate

Required Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, Economics, or a related field, or equivalent professional experience demonstrating strong commercial and client management capabilities. (experience)
• 3+ years of sales, account management, or business development experience within the Financial Services industry, with responsibility for achieving revenue goals. (experience, 3 years)
• Experience managing and influencing relationships with senior stakeholders, including C-suite and executive-level decision makers. (experience)
• Understanding of financial services products, lending processes, risk management practices, or credit-related solutions to effectively position business value. (experience)
• Knowledge of the credit reporting, information services, data analytics, or risk solutions industry is preferred and will support faster onboarding and client engagement success. (experience)
• Bachelor's degree in Business Administration, Finance, Marketing, Economics, or a related field, or equivalent professional experience demonstrating strong commercial and client management capabilities. (experience)
• 3+ years of sales, account management, or business development experience within the Financial Services industry, with responsibility for achieving revenue goals. (experience, 3 years)
• Experience managing and influencing relationships with senior stakeholders, including C-suite and executive-level decision makers. (experience)
• Understanding of financial services products, lending processes, risk management practices, or credit-related solutions to effectively position business value. (experience)
• Knowledge of the credit reporting, information services, data analytics, or risk solutions industry is preferred and will support faster onboarding and client engagement success. (experience)
• Microsoft Office Suite (Excel, PowerPoint, Word) for business analysis, presentations, forecasting, and client communications. (experience)
• Customer Relationship Management (CRM) platforms for opportunity tracking, pipeline management, and account planning. (experience)
• Sales forecasting and reporting tools used to monitor performance and revenue projections. (experience)
• Business presentation and virtual collaboration tools to support client engagement and stakeholder communication. (experience)
• Data interpretation and analysis skills to translate customer information into actionable business opportunities. (experience)
• Microsoft Office Suite (Excel, PowerPoint, Word) for business analysis, presentations, forecasting, and client communications. (experience)
• Customer Relationship Management (CRM) platforms for opportunity tracking, pipeline management, and account planning. (experience)
• Sales forecasting and reporting tools used to monitor performance and revenue projections. (experience)
• Business presentation and virtual collaboration tools to support client engagement and stakeholder communication. (experience)
• Data interpretation and analysis skills to translate customer information into actionable business opportunities. (experience)
• We’re Also Looking for the Preferred Skills Below. Whether You Are Proficient or Could Use Some Brushing Up, We’re Happy to Support Your Career Development and Growth In: (experience)
• Strategic Account Planning (experience)
• Account Management and Client Retention (experience)
• Prospecting and Business Development (experience)
• Consultative Selling Methodologies (experience)
• Negotiation and Influencing Skills (experience)
• Market Awareness and Industry Trend Analysis (experience)
• Project Management and Prioritization (experience)
• Executive Presence and Communication (experience)
• Leadership and Cross-Functional Collaboration (experience)
• Problem Solving and Decision Making (experience)
• Strategic Account Planning (experience)
• Account Management and Client Retention (experience)
• Prospecting and Business Development (experience)
• Consultative Selling Methodologies (experience)
• Negotiation and Influencing Skills (experience)
• Market Awareness and Industry Trend Analysis (experience)
• Project Management and Prioritization (experience)
• Executive Presence and Communication (experience)
• Leadership and Cross-Functional Collaboration (experience)
• Problem Solving and Decision Making (experience)

Responsibilities

• Develop and execute account growth strategies to achieve assigned revenue and retention targets within the Financial Services portfolio.
• Maintain an active sales pipeline and provide accurate forecasting to ensure visibility into business performance and future revenue opportunities.
• Build, manage, and strengthen relationships with key client stakeholders, including executive-level decision makers and technical teams.
• Identify, qualify, and pursue cross-sell and upsell opportunities by understanding evolving client business needs and challenges.
• Deliver compelling presentations and solution recommendations that communicate business value and measurable outcomes.
• Utilize a consultative sales approach to uncover customer objectives, challenges, and growth opportunities.
• Collaborate with product, marketing, consulting, and subject matter experts to develop customized client solutions.
• Create and execute strategic account plans that support customer retention, business expansion, and long-term partnership development.
• Monitor industry trends, competitive activity, regulatory developments, and market dynamics within the financial sector.
• Support contract negotiations, proposal development, and commercial discussions that contribute to revenue growth and customer satisfaction.
• Develop and execute account growth strategies to achieve assigned revenue and retention targets within the Financial Services portfolio.
• Maintain an active sales pipeline and provide accurate forecasting to ensure visibility into business performance and future revenue opportunities.
• Build, manage, and strengthen relationships with key client stakeholders, including executive-level decision makers and technical teams.
• Identify, qualify, and pursue cross-sell and upsell opportunities by understanding evolving client business needs and challenges.
• Deliver compelling presentations and solution recommendations that communicate business value and measurable outcomes.
• Utilize a consultative sales approach to uncover customer objectives, challenges, and growth opportunities.
• Collaborate with product, marketing, consulting, and subject matter experts to develop customized client solutions.
• Create and execute strategic account plans that support customer retention, business expansion, and long-term partnership development.
• Monitor industry trends, competitive activity, regulatory developments, and market dynamics within the financial sector.
• Support contract negotiations, proposal development, and commercial discussions that contribute to revenue growth and customer satisfaction.

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