Capi Money

Account Manager

• Build and maintain trusted relationships with Capi’s most strategic clients, ensuring their long-term success.
• Identify opportunities within accounts to increase transaction volume and expand product adoption.
• Develop account plans focused on retention, upselling, and customer advocacy.
• Track account performance, monitor satisfaction, and ensure Capi’s value proposition remains strong and differentiated.
• Proactively engage with onboarded, inactive, and at-risk clients to maintain loyalty and drive reactivation.
• Anticipate client challenges and collaborate with internal teams to resolve them quickly and effectively.
• Ensure customers are fully leveraging Capi’s platform, conducting business reviews and optimization sessions.
• Turn client feedback into actionable insights that enhance the customer experience and inform product improvements.
• Work closely with product, operations, and compliance teams to ensure a seamless client journey and localized solutions.
• Serve as the voice of the customer within Capi, ensuring feedback directly influences product and process evolution.
• Gather and share competitive intelligence and market insights to strengthen Capi’s position in the region.
• Document success stories and build scalable playbooks to improve account management practices across markets.

Key Account Manager

Sales

• Acquire new corporate customers locally using existing and new acquisition channels.
• Identify potential challenges and customer needs, converting leads into active, long-term customers.
• Drive additional repeat transactions by nurturing existing relationships and actively pursuing every lead.
• Guide new customers through the onboarding process, ensuring they fully understand and effectively use our platform.
• Conduct outbound calls and follow-up sessions to trigger first-time payments and support early adoption.
• Proactively engage with onboarded, inactive, and churned accounts to identify opportunities for reactivation and upselling.
• Monitor customer usage and satisfaction, addressing requests and complaints promptly to maintain a high level of service.
• Collaborate closely with internal teams (compliance, product, and operations) to relay customer feedback and contribute to continuous product improvements.
• Document customer interactions and success stories, sharing insights to build playbooks, refine strategies and develop effective sales materials.
• Serve as the voice of the customer, advocating for their needs and issues related to our products.
• Stay informed on competitive trends and emerging market dynamics in international payments and fintech locally, using these insights to propose process improvements and innovative solutions.

Key Account Manager

Key Account Manager

Sales Manager