albo

Accountant

• Participate in a wide range of accounting activities, including month-end journal entries
• Bank reconciliations
• Detailed reconciliations of balance sheet accounts
• Assist in the preparation and execution of month-end schedules and financial reports
• Credit portfolio management
• Design and implementation of accounting structures for new products
• Monthly accounting record of expenses, reclassifications
• Daily income record to know the financial situation of the company
• Monitor Balance Sheet and Profit and Loss accounts
• Assist in the preparation of monthly, quarterly, and annual reports for all financial metrics
• Communicate with intercompany entities to reconcile balances
• Manage intercompany billing for services, fixed assets, commissions, and interests
• Oversee electronic invoicing processes
• Prepare working papers for monthly and annual tax returns
• Provide auxiliary reports for internal and external audits
• Build and submit regulatory reports to CNBV and Banxico in a timely and compliant manner
• Address requirements and audits from SAT

Senior Accountant

Account Executive

• Ejecutar el proceso de ventas de extremo a extremo, desde la prospección estratégica y demostraciones de soluciones hasta la negociación y cierre de nuevos acuerdos.
• Prospectar proactivamente y desarrollar nuevas oportunidades de clientes VIP, apuntando a empresas de alto valor.
• Gestionar carteras de clientes VIP, asegurando experiencias de onboarding, retención y upsell de clase mundial.
• Colaborar con los equipos de Producto y Marketing para crear presentaciones, estudios de caso y recursos de ventas que aborden directamente los desafíos y objetivos de las PYME y las empresas.
• Impulsar el estado del pipeline y las previsiones rigurosamente en CRM.
• Cumplir o superar constantemente las cuotas de ventas trimestrales y anuales.

Senior Enterprise Account Executive

• Execute the end-to-end sales process, from strategic prospecting and solution demos to negotiation and closing new deals
• Proactively prospect and develop new VIP client opportunities, targeting high-value enterprises
• Manage VIP client portfolios, ensuring world-class onboarding, retention and upsell experiences
• Collaborate with Product and Marketing teams to craft presentations, case studies, and sales resources
• Drive pipeline health and forecasting rigorously in CRM
• Consistently hit or exceed quarterly and annual sales quotas

Customer Support

• Brindar un servicio escrito a los clientes, cumpliendo con la ortografía correcta y siguiendo procesos operativos estandarizados.
• Tomar las interacciones del cliente a través de la ticketera + WhatsApp + Calls + Meets, apegándose a los SOP establecidos.
• Comprender a fondo las necesidades de cada cliente, tomar decisiones dentro del marco establecido y escalar de forma oportuna los casos que así lo requieran.
• Realizar seguimiento constante a las solicitudes escaladas, asegurando su correcta resolución con las áreas correspondientes.
• Documentar cada interacción en el CRM, asegurando trazabilidad y cumplimiento de procesos.
• Detectar oportunidades de mejora en la experiencia del cliente y proponer soluciones proactivas.

Customer Service Specialist

Analyst

• albo is a leading fintech company offering financial products to individuals and SMBs with the mission to bring financial freedom to everyone everywhere.
• Monitor daily cash positions and forecast future cash needs.
• Work closely with internal stakeholders to ensure liquidity needs are met.
• Analyze financial risks, such as interest rate risk and currency risk; stay informed about market trends and regulatory changes.
• Manage relationships with financial institutions and banking partners; negotiate banking fees and terms.
• Utilize the ERP (Oracle) system to gather and analyze financial data and collaborate to optimize ERP functionality for treasury operations.
• Prepare and analyze treasury reports and support external audits related to treasury activities.
• Participate in special projects and ad hoc analyses to contribute to continuous improvement of treasury processes.
• Remote role for candidates based in Mexico City.

Senior Accountant

Senior Enterprise Account Executive

Senior Enterprise Account Executive

Customer Service Specialist

Customer Service Specialist

Treasury Analyst