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Account Executive / Account Manager
Ottomatik.ioAtizapán de Zaragoza, México, MexicoPosted 3w ago
Customer Success Manager
Job Description
Hi there! We are South, and our client is looking for an Account Executive / Account Manager!
Note To Applicants
We are looking for a customer-focused professional to join the Go-to-Market (GTM) team, supporting business growth through sales, account management, and customer success initiatives.The GTM team is responsible for acquiring new business and growing existing relationships across both the sell-side (investment banks, M&A advisors, business brokers, and business owners) and buy-side (private equity firms, family offices, corporate development teams, independent sponsors, and search funds). The team consists of Account Executives and Account Managers responsible for managing prospective and existing accounts.
What You'll Do
Your primary responsibility will be to execute key activities that support growth across both prospective and existing members. This includes proactively engaging with prospects and customers via phone and email, managing critical operational processes, and ensuring CRM systems remain accurate and up to date.You'll help build trust with members by delivering exceptional customer interactions and ensuring every touchpoint results in a positive experience. You'll also proactively reach out to members whose platform usage has declined or from whom additional information is needed.Success in this role comes from developing a deep understanding of the product, mastering customer conversations, and effectively communicating the platform's value proposition. You'll receive ongoing training, coaching, and professional development.
Responsibilities
Note To Applicants
- Eligibility: This position is open to candidates residing in Latin America.
- Application Language: Please submit your CV in English. Applications submitted in other languages will not be considered.
- Professional Presentation: We encourage you to showcase your professional experience by including a Loom video in the application form. While this is optional, candidates who provide a video presentation will be given priority.
- Interview Policy: The use of artificial intelligence (AI) tools during interviews are strictly prohibited.
- Note: As part of the final stages of our hiring process, candidates may be asked to provide professional references for a reference check. If hired, you may also be asked to update your LinkedIn profile :)
We are looking for a customer-focused professional to join the Go-to-Market (GTM) team, supporting business growth through sales, account management, and customer success initiatives.The GTM team is responsible for acquiring new business and growing existing relationships across both the sell-side (investment banks, M&A advisors, business brokers, and business owners) and buy-side (private equity firms, family offices, corporate development teams, independent sponsors, and search funds). The team consists of Account Executives and Account Managers responsible for managing prospective and existing accounts.
What You'll Do
Your primary responsibility will be to execute key activities that support growth across both prospective and existing members. This includes proactively engaging with prospects and customers via phone and email, managing critical operational processes, and ensuring CRM systems remain accurate and up to date.You'll help build trust with members by delivering exceptional customer interactions and ensuring every touchpoint results in a positive experience. You'll also proactively reach out to members whose platform usage has declined or from whom additional information is needed.Success in this role comes from developing a deep understanding of the product, mastering customer conversations, and effectively communicating the platform's value proposition. You'll receive ongoing training, coaching, and professional development.
Responsibilities
- Understand each member's investment goals and go-to-market strategy to help them maximize success on the platform.
- Drive key engagement KPIs through proactive phone and email communication.
- Manage day-to-day account management activities, including:
- Proactive outreach to prospects and existing members to increase platform adoption and engagement.
- Complete 20+ connected calls per week.
- Respond promptly to inbound customer inquiries via email.
- Launch email campaigns to encourage platform engagement.
- Share product and service feedback with internal teams.
- Perform Salesforce administration, including contract processing and verification.
- Handle customer support requests via phone and email.
- Participate in regular internal meetings and contribute to cross-functional projects and initiatives.
- Up to 10 years of professional experience.
- 2+ years of proven experience in a quota-carrying B2B Sales, Account Management, or Customer Success role.
- Previous experience within investment banking, private equity, financial services, or related industries serving the North American market is a strong plus.
- Excellent written and spoken English.
- Demonstrated track record of high performance and continuous professional growth.
- Highly organized, responsive, and detail-oriented.
- Tech-savvy, adaptable, and eager to learn.
- Positive, professional attitude and strong work ethic.
- Work Eastern Time (ET / New York) business hours.
- Fully remote position.
- Reliable high-speed internet connection is required.
- Occasional travel to New York (approximately 3–4 times per year) for company-wide meetings and team events.
- Expect and Deliver Excellence – Consistently produce high-quality work while maintaining high standards.
- Be an Owner – Take accountability, communicate transparently, and focus on delivering results.
- Obsess Over Customer Trust – Build and maintain long-term trust through every customer interaction.
- Communication Matters – Collaborate effectively and communicate clearly with both teammates and customers.
- Invent and Simplify – Continuously look for better, more scalable ways to improve the customer experience.