What are the responsibilities and job description for the Key Account Manager position at PeopleLift?
Our client is looking for a Key Account Manager to serve as the trusted advisor and primary point of contact for their most valued clients. In this role, you'll manage client relationships across their service portfolio—from government incentives and tax compliance to access to capital—ensuring seamless coordination and exceptional service delivery.
If you thrive on building long-term relationships, navigating complex projects, and helping businesses succeed in Puerto Rico's unique regulatory environment, this role is for you.
What You'll Do
Client Relationship Management
- Serve as the main contact for assigned accounts, building strong, trust-based relationships
- Understand each client's business needs and proactively address inquiries and concerns
- Guide clients through compliance requirements, filing deadlines, and incentive opportunities specific to Puerto Rico
Project Coordination
- Coordinate projects across multiple service divisions, ensuring clear communication and smooth handoffs
- Manage timelines, milestones, and deliverables—keeping clients informed every step of the way
- Identify potential roadblocks early and work with internal teams to resolve them
Strategic Growth
- Identify opportunities to expand services with existing clients
- Contribute insights on client needs and satisfaction to leadership discussions
- Track account performance metrics and provide data-driven recommendations
Operations & Documentation
- Manage client onboarding to company systems (Monday.com, Google Workspace)
- Maintain accurate records of client interactions, project status, and compliance documentation
What You Bring
Required:
- Bachelor's degree in Business Administration, Sales, or related field
- 5 years of experience in key accounts, national accounts, or territory sales
- Demonstrated success in achieving sales targets and growing revenue
- Strong communication, negotiation, and relationship-building skills
- Availability to travel as needed
- Bilingual proficiency (Spanish and English)
Preferred:
- Experience managing large or enterprise accounts
- Background in finance, insurance, or professional services
- MBA or advanced degree in Business Administration
- Familiarity with Puerto Rico tax incentives and regulatory compliance
Why Join?
- Work with a diverse portfolio of clients navigating Puerto Rico's business landscape
- Collaborate with a team of professionals across tax, compliance, and financial services
- Opportunity to grow within a company that values client success and employee development
Our client is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state, and local laws, including those of Puerto Rico.
Our client is an EEOC Employer and encourages all minority groups to apply.
By applying to this job, as part of our typical recruiting process, from time to time, we may contact you regarding positions that we feel are a good fit for you or engage with you during the recruiting process via SMS text message. Message and data rates may apply, depending on your mobile phone service plan. At any time you can get more help by replying HELP to these texts, or you can opt-out completely by replying STOP. Our Terms of Service are available at www.peoplelift.com.