POSITION SUMMARY
The Director of Client Services is a senior leadership role responsible for the health, performance, and scalability of DECA’s entire client portfolio through the leadership of high-performing client service teams. This role oversees the Key Account Management function by directly managing, developing, and scaling teams of Key Account Managers (KAMs) and Senior KAMs, ensuring exceptional client experiences, operational excellence, and strong retention outcomes.
This position is first and foremost a people leadership role. Success depends on the ability to build, coach, and lead high-performance teams focused on customer service, portfolio management, accountability, and execution at scale.
This individual serves as the connective tissue between clients, account management teams, and internal service divisions. They are accountable for making sure “everything is running smoothly” at scale by anticipating issues before they arise, removing bottlenecks, improving processes, and stepping in to resolve complex client or operational challenges when needed.
The Director of Client Services operates with a high degree of autonomy, judgment, and discretion, and plays a critical role in shaping DECA’s client service operating model as the firm continues to grow.
CORE RESPONSIBILITIES
People Leadership & Team Performance (Primary Focus)Lead, manage, and develop high-performance client service teams responsible for complex client portfolios, to drive consistent client service excellence and portfolio performance.Establish performance standards and accountability frameworks. Identify and resolve performance gaps to maintain high standards of productivity and client satisfaction.Establish clear performance standards, accountability frameworks, and expectations across the team to improve execution discipline and measurable outcomes.Conduct regular performance reviews, feedback sessions, and development planning to increase team capability and succession readiness.Directly manage, coach, and mentor Key Account Managers and Senior KAMs to build a culture of ownership, excellence, and continuous improvement.Develop future leaders and build bench strength and leadership pipelines to support organizational scalability.Portfolio Oversight & Client HealthEstablish clear standards for client service delivery, communication cadence, and issue escalation.Own the overall performance, satisfaction, and retention of DECA’s full client portfolio to ensure revenue stability and long-term client relationships.Monitor portfolio health indicators (deadlines, risk flags, client sentiment, service gaps) to proactively mitigate service failures and compliance exposure. Act as an escalation point for high-risk, high-impact, or sensitive client matters to protect DECA’s reputation and contractual commitments.Operational Excellence & Process OptimizationIdentify inefficiencies, bottlenecks, and breakdowns across client service workflows. Design and implement streamlined client service workflows to improve scalability, efficiency, and service consistency. Ensure consistent and effective use of internal systems (Monday.com, Google Workspace, CRM tools) to enhance transparency and operational reporting.Partner with Operations, Compliance, Data, and Incentives teams to eliminate bottlenecks and ensure smooth cross-functional handoffs.Issue Resolution & Strategic Problem SolvingLead structured root-cause analysis initiatives to reduce recurrence of operational or client service breakdowns.Balance immediate corrective actions with long-term systemic improvements to drive sustainable performance gains.Apply sound judgment under pressure in deadline-driven or compliance-sensitive environments.Reporting, Insights & Leadership AlignmentDevelop executive-level dashboards and performance insights on portfolio performance, team capacity, risks, and trends to inform strategic decisions and resource allocation.Translate portfolio data into actionable recommendations for senior leadership to support enterprise growth and service model evolution.QUALIFICATIONS
Education
Bachelor’s degree in Business Administration, Finance, Operations, or a related field.MBA or advanced degree preferredExperience
10–15+ years of experience managing people and leading high-performance teams, ideally in customer service, portfolio management, or professional services environments, with complex, deadline-driven client portfolios.Proven track record of building, coaching, and scaling client-facing teamsProven track record of building operational and system thinkingStrong background in environments where people leadership, accountability, and execution quality are critical to successExperience in consulting, financial services, compliance, or regulated environments strongly preferredNote: Candidates without substantial, hands-on experience managing teams will not be a fit for this role. People leadership is the most critical success factor for this position.Skills & Competencies
Exceptional people leadership, coaching, and performance management skillsAbility to drive accountability, execution discipline, and team performance at scaleStrong operational and strategic problem-solving skillsAbility to manage complexity, ambiguity, and competing prioritiesHigh level of ownership and follow-throughExcellent written and verbal communication skillsStrong business and financial acumenAdvanced proficiency with Monday.com, CRM systems, and Google WorkspaceBilingual proficiency in English and Spanish (required)COMPENSATION & BENEFITS
DECA Analytics offers a highly competitive compensation and benefits package, including:Competitive base salary commensurate with experiencePerformance-based incentivesHealth Insurance: 100% employer-paid premium tierContinuing education, certifications, and professional development supportDECA Analytics, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Read LessDECA Analytics LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach that combines quantitative analytics and our qualitative experience and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses. Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.Access to Capital: We provide access to affordable capital in the form of non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.About the Role:
We are seeking a dynamic Key Account Manager to join our team! As a one-stop-shop for foundational setup, Act 60 compliance, ongoing incentives, and access to non-dilutive capital, we specialize in helping businesses in Puerto Rico leverage incentives and optimize their tax benefits.
Responsibilities as a Key Account Manager will include:
Project Management & Coordination: Independently manages multiple client projects simultaneously, from initiation to completion, ensuring projects remain on track and meet deadlines. Coordinates effectively with various DECA service divisions (Foundational Level Services, Government Incentives, Ongoing Compliance, and Access to Capital), ensuring smooth handoffs and clear communication among team members. Proactively identifies and addresses potential project roadblocks.Client Relationship Management: Serves as the primary point of contact for assigned clients, building and maintaining strong, trusting relationships. Proactively communicates with clients, anticipates needs, and addresses concerns promptly and efficiently. Exceeds client expectations, ensuring high levels of client satisfaction.Compliance & Regulatory Guidance: Provides expert guidance to clients on compliance and regulatory matters, including Act 60 compliance, filing deadlines, and R&D tax credit applications. Maintains up-to-date knowledge of relevant legislation and proactively advises clients on potential impacts.Client Issue Resolution & Support: Independently identifies, analyzes, and resolves client issues; escalating complex or sensitive matters to senior management as needed. Maintains meticulous records of all client interactions and resolutions.Process Improvement & Reporting: Monitors and evaluates internal processes affecting client projects, identifying areas for improvement and proposing solutions. Tracks and reports on key performance indicators (KPIs), providing data-driven insights to management.Cross-Functional Collaboration: Collaborates effectively with project management, data analysis, and compliance teams to ensure a cohesive and integrated approach to client service. Facilitates communication and information flow between departments.Timeline & Milestone Management: Develops and maintains detailed project timelines and milestones, ensuring all deliverables meet or exceed client expectations. Proactively identifies and addresses potential delays, keeping clients informed throughout the process.Client Onboarding: Manages the client onboarding process, ensuring clients are successfully integrated into DECA's systems and processes. Provides necessary training and resources to enable clients to utilize DECA's services effectively.Strategic Planning & Client Growth: Contributes to strategic planning discussions, offering insights into client needs and identifying opportunities for service expansion and client growth. Proactively identifies opportunities to upsell or cross-sell DECA services.Documentation & System Updates: Maintains thorough and accurate documentation in client records, project timelines, and compliance reports. Regularly updates relevant systems (Monday.com, Google Workspace, etc.) with client-specific project status, deadlines, and notes.Other responsibilities related to the job function as required or needed.Minimum Qualifications:
Bachelor’s degree preferrable in Business Administration, Accounting or a related business administration field. Experience: Prior 3-5 years experience experience in B2B client-relationship management, and project management. Proven ability to manage multiple projects simultaneously, while maintaining high client satisfaction.Bilingual Proficiency: Effective verbal and written communication in both English and Spanish with the ability to convey complex ideas in a clear and concise manner is required. Personal Attributes: Highly disciplined and organized individual with the ability to work under pressure and manage compressed timelines. Excellent communication and interpersonal skills are a must.Analytical Skills: Strong analytical abilities with a keen eye for detail.Technology Skills: Proficiency in project management tools. Comfortable with adopting new technologies to improve operational efficiency.Strong business acumen with the ability to understand complex client needs.Excellent communication and interpersonal skills.Ability to manage multiple projects and meet deadlines.Familiarity with compliance and regulatory frameworks is a plus.Proficient in project management tools such as Monday.com and Google Workplace.Preferred Qualifications:
3-5 years experience in Sales or Customer Success experience in the Finance and Insurance industrySkills:
As a Key Account Manager, you will utilize your strong communication, negotiation, and interpersonal skills to build and maintain relationships with key and national accounts. You will also use your strategic thinking and problem-solving skills to develop and implement sales strategies, manage product launches, and resolve any customer issues. Your ability to collaborate with cross-functional teams and travel as needed will be essential to achieving business objectives. Additionally, experience in Large Account sales and the Finance and Insurance industry will be beneficial in this role.
Compensation & Benefits:
At DECA Analytics we value every member of our Team and offer highly competitive compensation packages and benefits. For the role of Incentives Advisor, we would like to offer the following:
Competitive base salary commensurate with experience levelHealth Insurance: 100.0% Premium Tier Care Policy to be paid by DECA Analytics Medical Insurance (Employer-sponsored contribution)Paid Time Off (PTO) including vacation, sick leave, and company holidaysHealth Insurance 100% coverage including Medical, Pharmacy, Vision Coverage, Dental Insurance and Life InsuranceDisability Coverage (Short-Term), Employee Assistance Program (EAP)401(k) Retirement Plan (with employer contribution/match)Equity Participation Program: Team members may be granted equity interests as part of our long-term incentive strategy, designed to reward sustained performance, strengthen ownership mindset, and directly link personal impact to firm growth and profitability.Qualified Unit Option Program (QUOP): Eligible employees may receive participation in DECA’s Qualified Unit Option Program, granting the opportunity to acquire equity units at a defined valuation, to align long-term individual contribution with enterprise value creation.Continuing Educational Certifications & Fees paid by DECA Analytics to support ongoing license maintenance and growth within the roleFor more information regarding DECA Analytics visit us at www.deca.pr. DECA Analytics, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Read LessAbout Us
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach that combines quantitative analytics and our qualitative experience and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses. Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.Access to Capital: We provide access to affordable capital in the form of non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.About the Role
Manages a portfolio of clients and overseeing multiple projects simultaneously, while contributing to the development and implementation of account management strategies. Responsibilities as a Key Account Manager II will include:
I. Client Relationship Management & Strategic Growth
Strategic Account Planning: Participate in strategic planning discussions, offering insights into client satisfaction, needs, and potential areas for service expansion. Supports DECA’s growth by identifying client needs that align with new service opportunities or expanded offerings.Client Relationship Building: Serve as the primary point of contact for assigned accounts, building and nurturing strong relationships with key decision-makers. Ensure open, regular, and effective communication at all levels.Client Satisfaction & Retention: Monitor client satisfaction levels through regular communication and feedback mechanisms. Proactively identify and address concerns, aiming to achieve high client retention rates. Identify and resolve client issues swiftly and efficiently.II. Project Management & Team Leadership
Project Oversight & Coordination: Oversee multiple concurrent client projects, ensuring on-time and within-budget delivery. Manage resources effectively and proactively address potential roadblocks.Resource Allocation: Allocate resources effectively across multiple projects to optimize team productivity and ensure that client needs are met.Compliance, Regulatory Guidance, and Operational Efficiency:III. Compliance & Regulatory Guidance
Guide clients through compliance and regulatory matters, including Act 60 compliance, filing deadlines, R&D tax credit applications, and other financial compliance requirements. Stay informed on relevant legislation and proactively advise clients on potential impacts.Client Onboarding & Service Delivery: Oversee the client onboarding process, ensuring a seamless transition and the provision of necessary resources. Monitor the ongoing delivery of services, identifying opportunities for improvement.Process Improvement & Optimization: Monitor and evaluate internal processes, identifying areas for improvement and collaborating with cross-functional teams on process optimization initiatives. Continuously seek ways to streamline workflows and enhance efficiency.IV. Reporting, Data Analysis, and Cross-Functional Collaboration
Performance Monitoring & Reporting: Develop and track key performance indicators (KPIs) for both individual and team performance. Prepare regular, insightful reports to senior management, highlighting accomplishments, challenges, areas for improvement, and opportunities for growth.Cross-Functional Collaboration: Work closely with project management, data analysis, and compliance teams to ensure an integrated approach to client service. Facilitate the flow of information between departments.Documentation & System Updates: Maintain meticulous records of client interactions, project timelines, and compliance reports. Regularly update relevant systems (Monday.com, Google Workspace, etc.) with client-specific project status, deadlines, and notes.Minimum Qualifications
Education: Bachelor's degree in Business Administration, Marketing, or a related field; MBA preferred.Experience: 5-7 years of experience in B2B client relationship management, with a proven track record of success in managing complex projects, building strong client relationships, and leading and developing teams. Experience in a professional services environment is essential.Language Proficiency: Native or near-native fluency in both English and Spanish (written and verbal communication).Business Acumen: Demonstrated understanding of business principles, financial statements, market dynamics, and the Puerto Rican business environment. Ability to analyze client needs and develop tailored solutions.Leadership & Team Management: Proven ability to lead, motivate, and mentor teams; experience in delegating effectively, providing constructive feedback, and resolving team conflicts.Project Management Skills: Proficiency in managing multiple concurrent projects, meeting deadlines, managing budgets, and using project management software (e.g., Monday.com).Communication & Interpersonal Skills: Exceptional written and verbal communication skills; ability to build rapport and trust with clients and internal stakeholders at all levels; strong presentation and negotiation skills.Analytical & Problem-Solving Skills: Strong analytical skills, ability to identify and analyze trends and patterns, proactively identify and resolve issues, and translate complex information into clear and actionable plans.Technical Skills: Proficiency in CRM software, project management tools, and the Google Suite.Compliance Knowledge: Knowledge of relevant compliance regulations and incentive programs, particularly those related to Puerto Rico (e.g., Act 60).Other: Demonstrated leadership qualities, ability to build consensus, strong decision-making skills, ability to work effectively under pressure.Skills
As a Key Account Manager II, you will utilize your strong communication, negotiation, and interpersonal skills to build and maintain relationships with key and national accounts. You will also use your strategic thinking and problem-solving skills to develop and implement sales strategies, manage product launches, and resolve any customer issues. Your ability to collaborate with cross-functional teams and travel as needed will be essential to achieving business objectives. Additionally, experience in Large Account sales and the Finance and Insurance industry will be beneficial in this role.
Compensation & Benefits
At DECA Analytics we value every member of our Team and offer highly competitive compensation packages and benefits. For the role of Key Account Manager II, we would like to offer the following:
Highly competitive base salary commensurate with experience levelRetirement Plan, Performance Bonus, Equity Program and Qualified Option PlanHealth Insurance: 100.0% Premium Tier Care Policy to be paid by DECA AnalyticsContinuing Educational Certifications & Fees to support growth within the roleDECA Analytics, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
About DECA
DECA Analytics LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach that combines quantitative analytics and our qualitative experience and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses. Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.Access to Capital: We provide access to affordable capital in the form of non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.Job Summary
The IT Support Specialist & Systems Administrator is responsible for maintaining the stability, security, and efficiency of DECA’s IT systems and end-user technology. This role serves as the primary internal IT contact, ensuring high system availability, secure access management, and operational continuity across all departments. The position plays a critical role in cybersecurity enforcement, device lifecycle management, and continuous IT process improvement.
Core Responsibilities
IT Support & Service DeliveryServe as the primary IT support contact by troubleshooting hardware, software, and connectivity issues TO ensure minimal operational disruption.Resolve IT service tickets within defined SLA timeframes TO maintain high employee satisfaction and productivity.Diagnose root causes of recurring technical issues TO reduce repeat incidents and improve system reliability.Device & Asset Lifecycle ManagementConfigure, deploy, and decommission company devices TO ensure secure and standardized technology environments.Maintain accurate IT asset inventory records TO support compliance, audit readiness, and lifecycle planning.Implement device management controls and endpoint protection tools TO safeguard company data.Systems AdministrationAdminister Google Workspace and core business applications TO ensure secure and uninterrupted system access.Manage user provisioning, permissions, and access controls TO protect sensitive financial and client data.Support onboarding and offboarding IT processes TO ensure timely access setup and secure revocation.Cybersecurity Implementation & MonitoringImplement multi-factor authentication (MFA), password policies, and endpoint protection protocols TO strengthen DECA’s cybersecurity posture.Monitor systems for vulnerabilities and security risks TO proactively mitigate threats.Support incident response activities and corrective actions TO minimize security exposure and business interruption.Enforce IT security and data protection policies TO ensure regulatory and internal compliance.Network & Infrastructure SupportSupport office and remote connectivity including Wi-Fi, VPN, and firewall configurations TO ensure reliable and secure system access.Coordinate with external vendors and service providers TO maintain infrastructure uptime and performance.Documentation & GovernanceDevelop and maintain IT documentation, system configurations, and troubleshooting guides TO improve knowledge continuity and operational resilience.Document system changes and incidents TO ensure audit traceability and structured change management.Process OptimizationIdentify automation opportunities within IT workflows TO improve efficiency and reduce manual errors.Recommend system enhancements aligned with business growth TO support scalability and future readiness.Cross-Functional SupportPartner with operations and compliance teams to align IT systems with regulatory requirements.Support audit and compliance reviews by providing system documentation and reports TO ensure transparency and accountability.Additional job-related tasks and responsibilities may be required from time to time, according to company needs.Decision-Making Authority
Independently resolves IT incidents within established policies and security protocols TO ensure timely issue resolution without operational delays.Determines appropriate access levels and permissions within approved role-based frameworks TO safeguard sensitive financial and client data.Recommend system enhancements, security improvements, and process automation opportunities TO strengthen infrastructure scalability and resilience.Escalates high-risk cybersecurity threats, infrastructure failures, or policy exceptions TO leadership to ensure appropriate executive oversight.Exercises discretion when handling confidential employee and client information TO maintain compliance and data integrity.Level Guidance: Operates with moderate autonomy within defined technical frameworks; does not establish enterprise-wide IT strategy or budget authority.Scope & Impact
Scope
Supports all internal employees across departments (Finance, Legal, Operations, Client Services).Administers core productivity and collaboration platforms (Google Workspace, endpoint systems, access management tools).Maintains device lifecycle management across corporate-issued hardware.Enforces cybersecurity controls impacting the entire organization.Impact
Direct impact on operational continuity, employee productivity, and data security.Influences company-wide cybersecurity posture and compliance readiness.Reduces financial and reputational risk through proactive risk mitigation.Enables business scalability through standardized and secure IT infrastructure.Impact is organization-wide operational but not enterprise-strategic.Required Qualifications
Education
Bachelor’s degree in Information Technology, Computer Science, Systems Administration, or related fieldExperience
2–4 years of experience in IT support, systems administration, or similar technical role.Experience supporting end users in professional services, financial services, or corporate environments.Demonstrated experience managing user provisioning, device management, and access controls.Practical experience implementing cybersecurity fundamentals (MFA, endpoint protection, password policies).Language
Professional fluency in English and Spanish (verbal and written).Preferred Qualifications
Industry certifications (CompTIA A+, Network+, Security+, Google IT Support, or equivalent).Experience with Mobile Device Management (MDM) or endpoint management tools.Exposure to cybersecurity monitoring tools and vulnerability management platforms.Experience supporting hybrid or remote workforce environments.Familiarity with compliance frameworks relevant to financial services environments.Technical Competencies
Systems Administration (Google Workspace, Windows OS)Access & Identity ManagementEndpoint Security & Device ManagementBasic Networking (Wi-Fi, VPN, firewall fundamentals)Incident Diagnosis & Root Cause AnalysisIT Documentation & Change ManagementBehavioral & Professional Competencies
Analytical problem-solving with structured troubleshooting methodologyStrong attention to detail and process disciplineConfidentiality and ethical data handlingService orientation with professional communication skillsAbility to prioritize competing technical requestsContinuous improvement of mindset aligned to operational excellenceCompensation & Benefits
At DECA Analytics we value every member of our Team and offer highly competitive compensation packages and benefits. For the role of Incentives Advisor, we would like to offer the following:
Competitive base salary commensurate with experience levelHealth Insurance: 100.0% Premium Tier Care Policy to be paid by DECA Analytics Medical Insurance (Employer-sponsored contribution)Paid Time Off (PTO) including vacation, sick leave, and company holidaysHealth Insurance 100% coverage including Medical, Pharmacy, Vision Coverage, Dental Insurance and Life InsuranceDisability Coverage (Short-Term), Employee Assistance Program (EAP)401(k) Retirement Plan (with employer contribution/match)Equity Participation Program: Team members may be granted equity interests as part of our long-term incentive strategy, designed to reward sustained performance, strengthen ownership mindset, and directly link personal impact to firm growth and profitability.Qualified Unit Option Program (QUOP): Eligible employees may receive participation in DECA’s Qualified Unit Option Program, granting the opportunity to acquire equity units at a defined valuation, to align long-term individual contribution with enterprise value creation.Continuing Educational Certifications & Fees: 100.0% paid by DECA Analytics to support ongoing license maintenance and growth within the roleFor more information regarding DECA Analytics visit us at www.deca.pr. DECA Analytics, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
About DECA
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach that combines quantitative analytics and our qualitative experience and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses. Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.Access to Capital: We provide access to affordable capital in the form of non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.POSITION SUMMARY
The Junior Accountant - Accounts Receivable supports DECA’s finance operations by managing day-to-day AR activities with a high degree of accuracy, organization, and professionalism. This role is responsible for invoicing, payment application, customer account maintenance, and routine client communication. The position operates within established accounting procedures and contributes to timely cash collection, clean records, and effective month-end close support. Full bilingual fluency in English and Spanish is required.
CORE RESPONSIBILITIES
Responsibilities as a Jr. Accountant (AR) will include:
Accounts Receivable Operations
Prepare, issue, and record customer invoices accurately and on schedule to ensure timely billing, proper revenue recognition, and consistent cash flow.Maintain complete, accurate, and well-organized customer account records to support audit readiness, transparency, and efficient issue resolution.Process and apply customer payments promptly and accurately to ensure AR balances remain current and discrepancies are minimized.Reconcile accounts receivable balances on a recurring basis to identify variances early and maintain integrity of financial records.Client Communication & Collections Support
Send routine account statements and payment reminders to encourage on-time payments and reduce days sales outstanding (DSO).Follow up on overdue invoices using established collection procedures to support cash flow objectives while maintaining positive client relationships.Communicate professionally with clients in English and Spanish regarding billing inquiries to resolve issues efficiently and prevent payment delays.Document all client communications and collection actions to ensure traceability, compliance, and continuity of follow-up activities.Tracking, Reporting & Controls
Maintain and update accounts receivable tracking tools and timelines to provide visibility into outstanding balances, commitments, and expected payment dates.Prepare periodic AR aging reports and status summaries to support management oversight and informed decision-making.Identify delinquent or high-risk accounts and escalate concerns appropriately to mitigate financial exposure and support timely resolution.Cross-Training & Accounting Support
Assist with bank reconciliations and accounts payable activities as assigned to support accurate month-end close and financial reporting.Support general ledger maintenance and month-end closing procedures to ensure completeness and accuracy of financial statements.Participate in cross-training across accounting and finance functions to build operational flexibility and strengthen team coverage.Additional job-related tasks and responsibilities may be required from time to time, according to company needs.DECISION-MAKING AUTHORITY
Execute tasks within defined accounting procedures and controls.Escalates exceptions, discrepancies, and non-standard issues to senior accounting staff.Does not set accounting policy or independently approve adjustments.SCOPE & IMPACT
Direct impact on cash flow accuracy, customer experience, and AR integrity.Errors may affect billing accuracy or collection timing but are generally detectable through established controls.REQUIRED QUALIFICATIONS
Associate degree in Accounting, Finance, or related fieldMinimum 2 years of experience in accounts receivable or similar accounting roleFully bilingual in English and Spanish (written and verbal)Strong attention to detail, accuracy, and time managementProficiency in Microsoft Excel and WordPreferred
Experience with QuickBooks or comparable accounting systemsExposure to month-end close processesSkills & Competencies
Transactional accounting fundamentalsAccounts receivable processingProfessional client communicationTime management and prioritizationData accuracy and documentation disciplineBasic financial reporting literacyCOMPENSATION & BENEFITS
At DECA Analytics we value every member of our Team and offer highly competitive compensation packages and benefits. For the role of Incentives Advisor, we would like to offer the following:
Highly competitive base salary commensurate with experience levelPaid Time Off: Vacation, Sick and Holidays.Retirement Plan, Equity Program and Qualified Option PlanHealth Insurance: 100.0% Premium Tier Care Policy to be paid by DECA AnalyticsContinuing Educational Certifications & Fees: 100.0% paid by DECA Analytics to support ongoing license maintenance and growth within the roleFor more information regarding DECA Analytics visit us at www.deca.pr
DECA Analytics, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Read Less
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach that combines quantitative analytics and our qualitative experience and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses.Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.Access to Capital: We provide access to affordable capital in the form of non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.About the Role
We are seeking a highly skilled Tax Analyst Senior to join our team. As a Tax Analyst Senior, you will be responsible for providing tax advisory services to our clients, ensuring compliance with tax laws and regulations, and analyzing tax policies to identify potential risks and opportunities. You will also be responsible for developing and maintaining strong client relationships, providing exceptional client service, and managing client expectations.
Responsibilities as a Tax Preparer will include:
Lead and manage complex tax engagements from planning through deliveryPrepare and review Puerto Rico income tax returns (corporate, partnership, individual)Develop and advise on tax strategies under Act 60 and other Puerto Rico incentive laws (Acts 20, 22, 73, 83)Prepare ASC 740-compliant tax provisions for client entities and internal reportingOversee filings and ensure compliance with:Informative Returns (Forms 480.x series)Business Declarations, Volume Reports, and Personal Property Tax ReturnsAct 60 Tax Return for Exempt Businesses (480.30(II)DI)Collaborate across legal, compliance, and finance teams on permits and filings.Provide tax advisory services to clients, including tax planning, compliance, and researchEnsure compliance with tax laws and regulationsAnalyze tax policies to identify potential risks and opportunitiesDevelop and maintain strong client relationships, providing exceptional client service, and managing client expectationsCollaborate with cross-functional teams to deliver high-quality tax services to clientsMinimum Qualifications:
Bachelor's degree in Accounting, Finance, or related field5+ years of experience in tax preparation and complianceStrong analytical skills with attention to detail Strong knowledge in Generally Accepted Accounting Principles (GAAP) and tax laws and regulationsExcellent analytical and problem-solving skillsStrong communication and interpersonal skillsBilingual English and SpanishPreferred Qualifications:
Master's degree in Accounting, Finance, or related fieldCertified Public Accountant (CPA)Skills:
As a Tax Analyst Senior, you will utilize your expertise in United States Generally Accepted Accounting Principles (GAAP) and tax accounting to provide tax advisory services to clients. You will also use your analytical and problem-solving skills to analyze tax policies and identify potential risks and opportunities. Your strong communication and interpersonal skills will be essential in developing and maintaining strong client relationships, providing exceptional client service, and managing client expectations. Additionally, your experience with tax return preparation and review, sales tax applications, and individual and corporate tax compliance will be beneficial in this role.
Qualified candidate must apply and complete our job application.
DECA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.
About the Role:
We are seeking a highly motivated and experienced Key Account Manager to join our team in the Finance industry. As a Key Account Manager, you will be responsible for maintaining and expanding relationships with our key and national accounts. Your main goal will be to achieve sales targets and ensure customer satisfaction. Your success in this role will be measured by your ability to increase revenue.
Minimum Qualifications:
Bachelor’s degree in Business Administration, Marketing, or a related business administration field. Experience: Prior 3-5 years experience experience in B2B client-relationship management, and project management. Proven ability to manage multiple projects simultaneously, while maintaining high client satisfaction.Language Proficiency: Effective verbal and written communication in both English and Spanish with the ability to convey complex ideas in a clear and concise manner. Bilingual candidates with proficiency in both English and Spanish will be given preference.Personal Attributes: Highly disciplined and organized individual with the ability to work under pressure and manage compressed timelines. Excellent communication and interpersonal skills are a must.Analytical Skills: Strong analytical abilities with a keen eye for detail.Technology Skills: Proficiency in project management tools. Comfortable with adopting new technologies to improve operational efficiency.Strong business acumen with the ability to understand complex client needs.Excellent communication and interpersonal skills.Ability to manage multiple projects and meet deadlines.Familiarity with compliance and regulatory frameworks is a plus.Proficient in project management tools such as Monday.com and Google Workplace.Preferred Qualifications:
3-5 years experience in Sales or Customer Success experience in the Finance and Insurance industryMBA or advanced degree in Business AdministrationResponsibilities:
1. Client Relationship Management
Serve as the primary point of contact for assigned clients, ensuring regular, open, and effective communication.Build and maintain strong relationships with clients, understanding their unique needs and expectations.Address client inquiries, issues, and concerns promptly, coordinating solutions and follow-ups as needed.2. Project Coordination Across Divisions
Collaborate with different DECA service divisions (Foundational Level Services, Government Incentives, Ongoing Compliance, and Access to Capital) to manage and coordinate client projects.Ensure smooth handoffs and clear communication among team members involved in each client’s project.3. Timeline and Milestone Management
Oversee project timelines, milestones, and deadlines, making sure all deliverables meet or exceed client expectations.Identify potential delays or issues and work proactively with internal teams to resolve them, keeping clients informed throughout.4. Compliance and Regulatory Guidance
Stay informed on tax compliance, regulatory changes, and incentive opportunities specific to DECA’s client industries, particularly in Puerto Rico.Guide clients through compliance and regulatory requirements, including filing deadlines, R&D tax credit applications, and other financial compliance needs.5. Client Onboarding
Manage client onboarding to DECA’s processes, systems, and tools (such as Monday.com and Google Workplace), ensuring clients are set up for success.Provide resources on DECA’s services.6. Client Issue Resolution and Support
Identify and resolve client issues, escalating as needed to senior leadership or other departments.Maintain comprehensive records of client interactions and resolutions to ensure a cohesive service experience and document support history.7. Strategic Planning and Client Growth Support
Participate in strategic planning discussions, offering insights into client satisfaction, needs, and potential areas for service expansion.Support DECA’s growth by identifying client needs that align with new service opportunities or expanded offerings.8. Process Improvement and Reporting
Monitor and evaluate internal processes affecting client projects, identifying areas for improvement and collaborating on process optimizations.Track and report on client account performance metrics, including satisfaction scores, project completion rates, and compliance success, providing data-driven insights to leadership.9. Cross-Functional Collaboration
Collaborate with cross-functional teams to ensure an integrated approach to client service and achieve business objectives.Facilitate the flow of information between departments, ensuring all team members have the insights and updates they need to serve clients effectively.10. Documentation and System Updates
Maintain thorough documentation in client records, project timelines, and compliance reports to support accurate reporting and data retention.Update Monday.com, Google Calendar, and other relevant systems regularly with client-specific project status, deadlines, and notes.Skills:
As a Key Account Manager, you will utilize your strong communication, negotiation, and interpersonal skills to build and maintain relationships with key and national accounts. You will also use your strategic thinking and problem-solving skills to develop and implement sales strategies, manage product launches, and resolve any customer issues. Your ability to collaborate with cross-functional teams and travel as needed will be essential to achieving business objectives. Additionally, experience in Large Account sales and the Finance and Insurance industry will be beneficial in this role.
Read LessJob Description
Job Title: Executive Business Coordinator
Job Family: Executive Support/Administration
Reports to: Co-Founders/Partners
Career Track: Professional - Support
Job Level: Career (P3)
Job Code: EXSUP-P3-001
Type: Full-Time | Professional
Location: San Juan, Puerto Rico (On-Site)
FLSA: Exempt
ABOUT DECA
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach that combines quantitative analytics and our qualitative experience and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses. Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.Access to Capital: We provide access to affordable capital in the form of non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.OPPORTUNITY
Acts as a strategic and highly trusted coordinator for the Co-Founders, ensuring seamless execution of complex business and personal agendas. Manage communications, client interactions, meeting flow, and operational logistics for a rapidly growing advisory firm with a tech-forward, innovation-driven culture.
The Executive Business Coordinator is the operational backbone supporting DECA’s Co-Founders. This role navigates a fast-paced, innovation-focused environment where executive calendars, client demands, and corporate activities require precise coordination, proactive judgment, and confidentiality. You’ll orchestrate both business and personal schedules, manage client communication streams, and use tech-enabled tools to streamline workflows in a rapidly scaling advisory setting.
The Executive Business Coordinator is a strategic, tech-savvy partner responsible for managing and optimizing the business and personal agenda to ensure seamless operations. This role supports a high-volume, high-impact executive office with responsibilities spanning complex calendar orchestration, client communication, correspondence handling, document review, task follow-ups, travel arrangements, and presence at key corporate events.
The ideal candidate is proactive, impeccably organized, confident with ambiguity, and able to build trust quickly with an executive who maintains a hands-on leadership style until full confidence is established. As part of a tech-powered, innovation-focused corporate advisory firm, the coordinator will leverage digital tools, systems, and AI-enabled workflows to streamline processes and anticipate needs.
KEY RESPONSIBILITIES
Executive Agenda & Workflow ManagementManage dynamic calendars with shifting priorities and time-sensitive demands.Coordinate internal/external meetings, deadlines, and travel logistics.Anticipate conflicts and provide solutions without waiting for instruction.Client & Stakeholder CoordinationServe as a communication point for clients, partners, and government entities.Review client emails and documentation to identify required executive actions.Ensure timely follow-up and meeting preparedness.Documentation & Communication ManagementDraft, proofread, and translate communications in English and Spanish.Maintain structured digital documentation for correspondence and records.Prepare executive summaries, meeting briefs, and follow-up logs.Event & Operational SupportCoordinate logistics and attend corporate events to support leadership.Prepare hospitality, seating, materials, and executive flow.Process Optimization & Technology UseLeverage AI, CRM, and digital platforms to automate and streamline tasks.Identify and implement workflow improvements and efficiency strategies.REQUIRED QUALIFICATIONS
Bachelor’s degree in Business Administration, Communications, or related field. 3–6 years of executive support experience.3–6 years of experience in executive support, office management, or senior administrative roles.Bilingual. Fluent in Spanish and English, with strong technical writing skills. Proficiency in written and spoken forms of both languages is essential for effective communication with the executive team, clients, government agencies, and within the team.High proficiency with Google Workspace, calendar management tools, CRM platforms, automation tools, AI productivity tools, and other modern productivity tech.Strong discretion, judgment, and professionalism.Proven ability to manage confidential information with discretion.Preferred:
Experience coordinating executive schedules with complex commitments.Background supporting executives who operate in fast-paced, detail-intensive, or highly demanding roles.COMPENSATION & BENEFITS
At DECA Analytics we value every member of our Team and offer highly competitive compensation packages and benefits.
DECA Analytics, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Read LessAbout the Role:
We are seeking a highly motivated and experienced Key Account Manager to join our team in the Finance industry. As a Key Account Manager, you will be responsible for maintaining and expanding relationships with our key and national accounts. Your main goal will be to achieve sales targets and ensure customer satisfaction. You will also be responsible for developing and implementing sales strategies, managing product launches, and overseeing distributor and company sales. Your success in this role will be measured by your ability to increase revenue and market share.
Minimum Qualifications:
Bachelor's degree in Business Administration, Sales, or related field5+ years of experience in Key Accounts, National Accounts, Regional Sales, or Territory SalesProven track record of achieving sales targets and increasing revenueExcellent communication, negotiation, and interpersonal skillsAbility to travel as neededPreferred Qualifications:
Experience in Large Account salesExperience in the Finance and Insurance industryMBA or advanced degree in Business AdministrationResponsibilities:
1. Client Relationship Management
Serve as the primary point of contact for assigned clients, ensuring regular, open, and effective communication.Build and maintain strong relationships with clients, understanding their unique needs and expectations.Address client inquiries, issues, and concerns promptly, coordinating solutions and follow-ups as needed.2. Project Coordination Across Divisions
Collaborate with different DECA service divisions (Foundational Level Services, Government Incentives, Ongoing Compliance, and Access to Capital) to manage and coordinate client projects.Ensure smooth handoffs and clear communication among team members involved in each client’s project.3. Timeline and Milestone Management
Oversee project timelines, milestones, and deadlines, making sure all deliverables meet or exceed client expectations.Identify potential delays or issues and work proactively with internal teams to resolve them, keeping clients informed throughout.4. Compliance and Regulatory Guidance
Stay informed on tax compliance, regulatory changes, and incentive opportunities specific to DECA’s client industries, particularly in Puerto Rico.Guide clients through compliance and regulatory requirements, including filing deadlines, R&D tax credit applications, and other financial compliance needs.5. Client Onboarding
Manage client onboarding to DECA’s processes, systems, and tools (such as Monday.com and Google Workplace), ensuring clients are set up for success.Provide resources on DECA’s services.6. Client Issue Resolution and Support
Identify and resolve client issues, escalating as needed to senior leadership or other departments.Maintain comprehensive records of client interactions and resolutions to ensure a cohesive service experience and document support history.7. Strategic Planning and Client Growth Support
Participate in strategic planning discussions, offering insights into client satisfaction, needs, and potential areas for service expansion.Support DECA’s growth by identifying client needs that align with new service opportunities or expanded offerings.8. Process Improvement and Reporting
Monitor and evaluate internal processes affecting client projects, identifying areas for improvement and collaborating on process optimizations.Track and report on client account performance metrics, including satisfaction scores, project completion rates, and compliance success, providing data-driven insights to leadership.9. Cross-Functional Collaboration
Collaborate with cross-functional teams to ensure an integrated approach to client service and achieve business objectives.Facilitate the flow of information between departments, ensuring all team members have the insights and updates they need to serve clients effectively.10. Documentation and System Updates
Maintain thorough documentation in client records, project timelines, and compliance reports to support accurate reporting and data retention.Update Monday.com, Google Calendar, and other relevant systems regularly with client-specific project status, deadlines, and notes.Skills:
As a Key Account Manager, you will utilize your strong communication, negotiation, and interpersonal skills to build and maintain relationships with key and national accounts. You will also use your strategic thinking and problem-solving skills to develop and implement sales strategies, manage product launches, and resolve any customer issues. Your ability to collaborate with cross-functional teams and travel as needed will be essential to achieving business objectives. Additionally, experience in Large Account sales and the Finance and Insurance industry will be beneficial in this role.
About the Role:
We are seeking a highly motivated and experienced Key Account Manager to join our team in the Finance industry. As a Key Account Manager, you will be responsible for maintaining and expanding relationships with our key and national accounts. Your main goal will be to achieve sales targets and ensure customer satisfaction. Your success in this role will be measured by your ability to increase revenue.
Minimum Qualifications:
Bachelor’s degree in Business Administration, Marketing, or a related business administration field. Experience: Prior 3-5 years experience experience in B2B client-relationship management, and project management. Proven ability to manage multiple projects simultaneously, while maintaining high client satisfaction.Language Proficiency: Effective verbal and written communication in both English and Spanish with the ability to convey complex ideas in a clear and concise manner. Bilingual candidates with proficiency in both English and Spanish will be given preference.Personal Attributes: Highly disciplined and organized individual with the ability to work under pressure and manage compressed timelines. Excellent communication and interpersonal skills are a must.Analytical Skills: Strong analytical abilities with a keen eye for detail.Technology Skills: Proficiency in project management tools. Comfortable with adopting new technologies to improve operational efficiency.Strong business acumen with the ability to understand complex client needs.Excellent communication and interpersonal skills.Ability to manage multiple projects and meet deadlines.Familiarity with compliance and regulatory frameworks is a plus.Proficient in project management tools such as Monday.com and Google Workplace.Preferred Qualifications:
3-5 years experience in Sales or Customer Success experience in the Finance and Insurance industryMBA or advanced degree in Business AdministrationResponsibilities:
1. Client Relationship Management
Serve as the primary point of contact for assigned clients, ensuring regular, open, and effective communication.Build and maintain strong relationships with clients, understanding their unique needs and expectations.Address client inquiries, issues, and concerns promptly, coordinating solutions and follow-ups as needed.2. Project Coordination Across Divisions
Collaborate with different DECA service divisions (Foundational Level Services, Government Incentives, Ongoing Compliance, and Access to Capital) to manage and coordinate client projects.Ensure smooth handoffs and clear communication among team members involved in each client’s project.3. Timeline and Milestone Management
Oversee project timelines, milestones, and deadlines, making sure all deliverables meet or exceed client expectations.Identify potential delays or issues and work proactively with internal teams to resolve them, keeping clients informed throughout.4. Compliance and Regulatory Guidance
Stay informed on tax compliance, regulatory changes, and incentive opportunities specific to DECA’s client industries, particularly in Puerto Rico.Guide clients through compliance and regulatory requirements, including filing deadlines, R&D tax credit applications, and other financial compliance needs.5. Client Onboarding
Manage client onboarding to DECA’s processes, systems, and tools (such as Monday.com and Google Workplace), ensuring clients are set up for success.Provide resources on DECA’s services.6. Client Issue Resolution and Support
Identify and resolve client issues, escalating as needed to senior leadership or other departments.Maintain comprehensive records of client interactions and resolutions to ensure a cohesive service experience and document support history.7. Strategic Planning and Client Growth Support
Participate in strategic planning discussions, offering insights into client satisfaction, needs, and potential areas for service expansion.Support DECA’s growth by identifying client needs that align with new service opportunities or expanded offerings.8. Process Improvement and Reporting
Monitor and evaluate internal processes affecting client projects, identifying areas for improvement and collaborating on process optimizations.Track and report on client account performance metrics, including satisfaction scores, project completion rates, and compliance success, providing data-driven insights to leadership.9. Cross-Functional Collaboration
Collaborate with cross-functional teams to ensure an integrated approach to client service and achieve business objectives.Facilitate the flow of information between departments, ensuring all team members have the insights and updates they need to serve clients effectively.10. Documentation and System Updates
Maintain thorough documentation in client records, project timelines, and compliance reports to support accurate reporting and data retention.Update Monday.com, Google Calendar, and other relevant systems regularly with client-specific project status, deadlines, and notes.Skills:
As a Key Account Manager, you will utilize your strong communication, negotiation, and interpersonal skills to build and maintain relationships with key and national accounts. You will also use your strategic thinking and problem-solving skills to develop and implement sales strategies, manage product launches, and resolve any customer issues. Your ability to collaborate with cross-functional teams and travel as needed will be essential to achieving business objectives. Additionally, experience in Large Account sales and the Finance and Insurance industry will be beneficial in this role.
Read Less