Bachelor's or Master's in Business, Finance, or related field
3+ years in key account management or B2B customer success (fintech/SaaS)
Proven cross-sell/upsell experience expanding accounts
Experience selling fintech and SaaS platforms
Strong knowledge of B2B financial products (credit lines, virtual cards, payments)
CRM proficiency (Salesforce/HubSpot) and Excel/Sheets; Spanish & English

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