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Account Manager – Financial Institutions – LATAM

TRM Labs

Mid 🇬🇧 English
Salesforce

Job description

About the role

TRM Labs is seeking an Account Manager to own and grow a portfolio of financial institution customers across Latin America. You will be the primary post‑sale contact, responsible for renewals, expansions and day‑to‑day relationship management, ensuring clients derive continuous value from our AI‑driven blockchain intelligence solutions.

Key responsibilities

  • Manage a high‑volume book of financial institution accounts across LATAM, serving as the main point of contact for renewals, upsells and ongoing engagement.
  • Drive end‑to‑end renewal processes, including discovery, proposal creation, pricing, contracting and closure while maintaining strong Net Revenue Retention.
  • Identify and execute cross‑sell and upsell opportunities to meet individual quota targets.
  • Align TRM’s solutions with customer workflows, compliance, risk and operational priorities.
  • Maintain accurate pipeline, renewal forecasts and account health metrics in Salesforce.
  • Respond promptly to customer inquiries, balancing speed with consultative quality.
  • Collaborate with Sales, Customer Success, Product and Operations to resolve issues and feed customer feedback into product improvements.

Required profile

  • 3+ years of experience in account management, customer success or post‑sale SaaS roles, preferably with financial institutions in LATAM.
  • Proven track record managing renewals, expansions and commercial conversations with quota responsibility.
  • Familiarity with financial crime compliance domains (AML, sanctions, KYC, fraud, crypto) or strong ability to learn quickly.
  • Excellent organizational skills and ability to juggle competing priorities in a fast‑paced environment.

Required skills

  • Salesforce

Questions fréquentes

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Published 3 months ago

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