Remote Account management Jobs • Financial Services

The Account Manager LATAM role is an integral part of the Customer Success Team and will be responsible for managing an assigned portfolio of high net worth customer accounts at Xapo Bank. Account Managers are responsible for identifying leads, building relationships with their customers and assisting them when the need arises on all Xapo Banks products. This role requires someone who is open and available to travel and your goal will be to retain and grow our client base, while always putting the customer first.

This professional will build, retain, and expand long-term strategic client relationships, guiding clients through assessment, purchase, and implementation of Experian solutions, aligning offerings with their business and technical goals. The Client Success Manager will exceed sales performance targets while collaborating with teams to deliver value and outcomes for clients. The main focus is growth through multi-year renewals, upselling, and cross-selling within the financial services and related sectors.

The Client Executive will have the responsibility in a named account environment generating revenue growth and managing the overall client relationship. You will develop and maintain close alliances with senior client management personnel, offering recommendations through formal sales presentations and written proposals, and negotiating annual and individual pricing contracts and agreements. This is a remote position, but you must live in the West Region of the U.S.

Lead the local relationship of a key regional account based in Argentina within our mass insurance distribution channel. As Prudential does not have a direct operation in the country, you’ll play a mission-critical role — acting as our eyes, ears, and voice on the ground. Pioneer business development efforts and deepen partnerships with local players, helping Prudential expand its footprint and purpose in the region.

The Relationship Manager role is key in client retention, assisting with strategic administration of defined contribution plans, performing research, resolving issues, and communicating solutions that serve the plan sponsor best by collaborating with consultants, advisors, and internal partners to create solutions that simplify administration and streamline day-to-day operations.

Responsible in a named account environment by generating revenue growth and managing Credit Union client relationships. You will develop and maintain close alliances with senior client management personnel, offering recommendations through formal sales presentations and written proposals, and negotiating annual and individual pricing contracts and agreements. This role serves as a strategic business partner and primary point of contact for each client.