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Customer Relationship Manager

hace 2 meses

Xico, México Crossell A tiempo completo

About the Team

We leverage our expertise to deliver tailored solutions and services to meet the evolving needs of our corporate clients, addressing the complex challenges and opportunities arising from major trends and shifts in their risk landscape.

We're Looking for a Key Team Member

We're seeking a highly motivated, strategic thinker and curious individual to join Crossell as a Customer Management Specialist for Latin America, based in Mexico City.

Primary Responsibilities

  • Retain and expand relationships with assigned clients across all product lines, driving cross-selling and up-selling opportunities to enhance our Share-of-Wallet (SOW) and position ourselves as a strategic risk partner.
  • Contribute to top and bottom line targets by promoting traditional and alternative solutions, as well as our platforms offering, ESG-related topics, and analytics to address specific needs around clients' risk management, corporate finance, and strategy.

About the Role

Key Responsibilities:

  • Act as the primary point of contact for managing and developing strategic customer relationships with diverse and global requirements.
  • Defend and expand business relationships for your portfolio of clients to position Crossell as the risk partner of choice.
  • Lead business opportunities across products, platforms, and geographies.
  • Provide timely financial reporting to line managers, maintain high-quality data in internal systems, prepare meetings with senior leadership, and provide data to senior management.

Key Skills and Qualities

  • Establish strong relationships with clients, key decision-makers, their brokers, and develop a deep understanding of their world and macro/micro factors affecting it.
  • Develop a deep understanding of clients' needs in areas of risk transfer, risk insights, and risk partnerships, and translate them into executable opportunities to provide relevant solutions and services.
  • Drive customer dialogue, discussions, and negotiations, inspiring cross-functional teams to deliver the best value propositions to deliver the best possible solutions/service to the client.
  • Leverage data and analytics in customer engagement plans, delivering a consultative approach.
  • Maintain high-quality customer information, including strategic engagement plans, in CRM systems.
  • Coordinate all new or renewing business transactions and strategic customer relationship activities as per sales plans.
  • Handle critical customer-related issues and ensure swift resolution, ensuring relevant timelines are met.