Job Description

Job Description

Job Description

1. 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:

1. 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.

2. 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.

3. Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.

4. 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 motivated and experienced Key Account Manager to join our team in the Finance industry. The Key Account Manager (KAM I) is a highly skilled client relationship manager responsible for independently managing a portfolio of key accounts, overseeing multiple projects simultaneously, and contributing to the development and implementation of account management strategies. This role requires a strong understanding of DECA's services, the Puerto Rican business environment, including compliance and incentive programs, and the consistent exercise of independent judgment and discretion. The Senior Associate Account Manager is a key contributor to client success and contributes to DECA's overall strategic goals.

• Education: Bachelor's degree in Business Administration, Marketing, or a related field.
• Experience: 3-5 years of experience in B2B client relationship management, demonstrating success in managing complex projects and building strong client relationships.
• 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, and market dynamics; ability to analyze client needs and develop tailored solutions.
• Project Management Skills: Proficiency in managing multiple concurrent projects, meeting deadlines, and managing budgets effectively; experience with project management methodologies and software (e.g., Monday.com) is essential.
• Communication & Interpersonal Skills: Excellent written and verbal communication skills, ability to build rapport and trust with clients and internal stakeholders, 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.
• Technical Skills: Proficiency in CRM software, project management tools, and the Google Suite.
• Compliance Knowledge: Understanding of relevant compliance regulations and incentive programs, particularly those related to Puerto Rico (e.g., Act 60).
• Collaboration: Cultivates a collaborative ecosystem within the team and across departments (Collaborative Ecosystem Cultivation).
• Results-Oriented Focus: Maintains a relentless focus on achieving tangible results and consistently exceeding performance standards (Results-Driven Focus).
• Integrity & Authenticity: Builds trust and loyalty with clients and team members through consistent ethical behavior and authentic interactions (Integrity and Authenticity).
• Other: Ability to work independently and as part of a team, strong problem-solving skills, ability to work effectively under pressure, and a deep understanding of the Puerto Rican business environment. Demonstrates a results-driven focus (Results-Driven Focus).

Preferred Qualifications:

• 3-5 years experience in Sales or Customer Success experience in the Finance and Insurance industry
• MBA or advanced degree in Business Administration

Responsibilities:

1. Strategic Account Planning & Growth:

• Develop and execute strategic account plans, regularly reviewing and updating them based on performance data, client feedback, and market trends.
• Identify opportunities for account expansion and new business development, aligning strategies with DECA’s overarching strategic vision.

2. Client Relationship Management:

• Serve as the primary point of contact for assigned accounts, fostering strong relationships rooted in trust and respect.
• Communicate proactively with clients to anticipate their needs, address concerns, and enhance client satisfaction and retention through a customer-centric approach.

3. Project Management & Coordination:

• Independently manage multiple concurrent client projects, ensuring timely delivery of all deliverables.
• Coordinate with various DECA service divisions to facilitate seamless communication and collaboration among team members.

4. Compliance & Regulatory Guidance:

• Provide expert advice to clients on compliance issues, particularly regarding Act 60 compliance, filing deadlines, and R&D tax credit applications.
• Stay informed about relevant legislation to proactively guide clients on potential impacts.

5. Client Onboarding & Service Delivery:

• Oversee the client onboarding process, ensuring smooth integration into DECA's systems and providing necessary training and resources.

6. Issue Resolution & Support:

• Analyze and resolve client issues independently while maintaining detailed records of interactions and resolutions. Escalate complex matters to senior management as needed.

7. Data Analysis & Reporting:

• Utilize client data to identify trends, opportunities, and areas for improvement. Regularly prepare reports on KPIs to provide data-driven insights to management.

8. Cross-Functional Collaboration:

• Collaborate with project management, compliance, and data analysis teams to ensure a holistic approach to client service. Promote effective communication and a collaborative work environment.

9. Documentation & System Updates:

• Maintain accurate documentation in client records and project timelines. Regularly update systems such as Monday.com and Google Workspace with relevant project information.

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.

Join Us:

If you are a self-motivated individual with a passion for client success and strategic growth, we would love to hear from you. Apply now to become part of our team and contribute to building lasting relationships with our clients!

DECA is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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