Account Manager / Affiliate Account Manager

Job Description

A long-established and trusted global brokerage is seekin an Account Manager who will be responsible for converting leads into funded, actively trading clients and re-engaging dormant accounts.

This role involves direct interaction with approved clients, aiming to drive deposits, facilitate ongoing trading activity, and deliver exceptional client service.

The Account Manager will also identify opportunities for clients to expand their engagement, including potential partnerships or multi-platform usage.

Location

: On-site- Mexico

Responsibilities : As an

Affiliate / Account Manager

, your broad responsibilities will include but are not limited to :

Proactively engage with clients through phone, messaging, and email to support their progression from account creation to funding and active trading.

Address and overcome objections with confidence, promoting the benefits of trading and our platform to maximise conversion and reactivation.

Monitor and manage a dynamic portfolio of clients using the CRM system, ensuring timely and targeted outreach based on predefined parameters.

Maintain consistent, culturally aware communication across various channels to suit the preferences and behaviours of different client segments.

Prioritise workload effectively, focusing on high-potential leads and opportunities to ensure maximum impact.

Collaborate with internal teams including Marketing, Customer Support, and Compliance to deliver a seamless client experience.

Monitor client feedback and market trends to propose improvements in client engagement strategies and service delivery.

Identify clients with potential to become Introducing Brokers (IBs), affiliates, or multi-platform users and refer to the relevant teams.

Requirements :

Proven experience in sales, account management, or client-facing roles.

Excellent communication and interpersonal skills, with the ability to adapt across cultures and mediums.

High level of motivation, resilience, and the ability to work independently to targets.

Fluent in English, with professional proficiency in Spanish or Portuguese required.

Experience using CRM platforms such as Salesforce or HubSpot.

Strong understanding of FX / CFD trading and the sales lifecycle in a regulated environment.

Prior experience working with LATAM clients or in multilingual environments.

Knowledge of MetaTrader platforms and online trading tools.

What's in it for you?

Our client offers an exciting, challenging role in a collaborative, dynamic environment.

The right person will find many career growth opportunities in their company, whether you want to advance your technical skills or aspire to leadership in the future.

Benefits :

Professional development fund

Health and Wellness allowance

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