Account Manager (Mid Level)
HybridMonterrey, Nuevo León, Mexico
Job Summary
Build executive-level relationships with CFOs and commercial leads at trading houses, freight forwarders, and shelter companies while owning a book of active accounts to drive transaction payment volume growth. Identify upsell opportunities across corridors as the platform expands and translate client needs into structured product feedback. Lead discovery conversations, deliver commercial proposals with ROI analyses, and maintain accurate CRM records and pipeline forecasts. Coordinate internally with compliance, treasury, and ops to resolve partner issues quickly without escalation. Maintain current knowledge of regulatory developments, FX market dynamics, and the global trade landscape. Work in a hybrid model with three days in the Monterrey office, reporting to a GM while feeding field insights to product and compliance teams.
Required Qualifications
- 3–5 years in B2B account management, FX brokerage, trade finance, international payments, or commercial banking
- Working knowledge of the global trade and freight industry: how importers, exporters, freight forwarders, and logistics companies move goods and money across borders
- Demonstrated understanding of cross-border transaction mechanics
- Native Spanish, with professional fluency in English (written and spoken)
- Based in or willing to relocate to Monterrey
- Regional travel required (~20–30%)
Desired Qualifications
- Background on an FX desk, at a currency broker, or in treasury operations
- Existing network in the trading, logistics, or manufacturing sectors in Mexico
- Experience with SPEI rails, IOF mechanics, SAT compliance, or correspondent banking structures
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