Business Advisor – Account Development

hace 4 semanas

Mexico City KEO World A tiempo completo

Company Description

At KEO México, we are looking for Business Advisor - Account Development.

As part of KEO's expansion, we are strengthening our B2B Division in Mexico, a key growth market that will serve as a strategic hub for regional commercial development.

Role Description

The Business Advisor – Account Development will be responsible for driving growth and performance across an assigned portfolio of mid- and large-sized clients, focusing on relationship deepening, cross-selling, and revenue maximization.

This is a client-facing, consultative role that blends financial acumen, strategic insight, and relationship management to help companies access capital efficiently through KEO's solutions. The position reports directly to the Commercial Director and collaborates closely with regional teams and HQ.

Main Responsibilities:

- Manage and develop a portfolio of existing B2B clients, ensuring sustainable growth and strong performance metrics.
- Identify opportunities to expand credit utilization, transactional volume, and partner integrations within assigned accounts.
- Provide financial and business advisory support to clients, helping them optimize working capital through KEO's platforms.
- Build and maintain strong, trust-based relationships with key decision-makers across corporate and SME clients.
- Collaborate with internal teams (credit, risk, operations, and product) to ensure exceptional customer experience.
- Monitor account health, portfolio quality, and delinquency ratios, proposing corrective actions when needed.
- Prepare and present weekly and monthly portfolio performance reports to senior management.
- Participate in commercial strategy discussions and support the expansion of the B2B division as a business advisor for new verticals or segments.

Profile Requirements:

- Bachelor's degree in finance, Business Administration, Economics, Marketing, or Engineering.
- 7+ years of professional experience in B2B relationship management, financial services, or commercial development.
- Strong financial analysis and business advisory skills. (Must)
- Proven track record in portfolio growth, client retention, and upselling. (Must)
- Fluent in Spanish and level B2 in English (written and spoken).
- Strategic mindset with hands-on execution ability and a collaborative work style.
- Analytical and Systemic Thinking
- Complex Problem Solving and Creativity
- Logical Reasoning and Data-Driven Decision Making
- Comfort working in a fast-paced, high-growth FinTech environment with evolving priorities.
- Excellent interpersonal and communication skills, able to build credibility across multiple levels.

Why Join KEO?

- Opportunity to be part of a strategic B2B division with direct impact on growth and innovation.
- Work in a multi-country, multicultural environment, collaborating with regional teams across Latin America and HQ in Miami.
- Contribute to KEO's mission of redefining access to working capital for thousands of businesses.

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