Technical Account Management
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Position Overview
We are seeking an experienced Technical Account or Post Sales Technical Management professionals with a strong background in SaaS and Financial Services, capable of blending technical expertise with commercial acumen. The ideal candidate will manage key banking and fintech clients, drive account expansion, resolve complex technical challenges, and identify growth opportunities through consultative engagement. This role bridges Customer Success, Technical Consulting, and Sales Enablement, ensuring clients achieve measurable outcomes while contributing to Datacultr’s revenue growth.
Core Responsibilities
● Client Success & Relationship Management
o Serve as the primary technical and business point of contact for key clients, building deep partnerships with CXOs, business heads, and IT stakeholders.
o Understand client objectives, challenges, and technology ecosystems to align Datacultr’s platform with their strategic goals.
o Proactively monitor customer health, adoption trends, and satisfaction to ensure retention and long-term success.
● Account Growth & Sales Enablement
o Own commercial expansion within assigned accounts, identifying upsell, crosssell, and renewal opportunities aligned with customer needs.
o Collaborate with internal Sales and Customer Success teams to design tailored proposals and business cases that demonstrate ROI.
o Drive quarterly business reviews (QBRs) with clients to showcase platform value, usage insights, and new product capabilities.
o Partner with the Sales leadership to contribute to revenue forecasts, pipeline planning, and expansion targets. o Support the pre-sales process for renewals and new opportunities by articulating technical capabilities, preparing demos, and responding to RFPs/RFIs.
● Technical Consultation & Solution Delivery
o Provide consultative guidance on product best practices, architecture, and integrations for financial institutions.
o Lead technical onboarding and configuration for new customers, ensuring a smooth implementation and adoption experience.
o Translate business requirements into actionable platform configurations, working closely with Product and Engineering teams.
● Issue Resolution & Escalation Management
o Act as the client advocate during technical escalations, ensuring timely resolution through cross-functional coordination.
o Communicate incident status, mitigation steps, and resolution timelines effectively with both clients and internal stakeholders.
● Training, Reporting & Insights
o Design and deliver training sessions, workshops, and technical documentation for client teams.
o Develop data-driven reports and dashboards on usage metrics, engagement, and ROI to guide strategic decision-making.
o Share client feedback and market insights with internal teams to influence product roadmap and innovation priorities.
Key Requirements
● Minimum 4+ years of experience in a SaaS / Banking Technology environment, ideally with exposure to enterprise clients.
● Proven success in post-sales account management with sales ownership or quotalinked KPIs.
● Strong understanding of the financial services technology landscape and enterprise solution lifecycle.
● Excellent relationship management, negotiation, and presentation skills with a consultative sales approach.
● Analytical mindset with the ability to translate data into actionable insights.
● Exceptional verbal and written communication skills.
What We Offer
● Opportunity to shape the future of digital lending and embedded finance in emerging markets.
● Competitive compensation structure with performance-based incentives tied to account growth.
● Exposure to global financial clients and next-gen SaaS technologies.
● Collaborative, innovation-focused environment.
Location & Work Model
● Remote from Mexico City.
● Immediate joining possible