Key Account Manager II

Job Description

Job Description

About 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:

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

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

1. 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.
2. 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.
3. 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

1. Project Oversight & Coordination: Oversee multiple concurrent client projects, ensuring on-time and within-budget delivery. Manage resources effectively and proactively address potential roadblocks.
2. 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

1. 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.
2. 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.
3. 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

1. 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.
2. 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.
3. 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 level
• Retirement Plan, Performance Bonus, Equity Program and Qualified Option Plan
• Health Insurance: 100.0% Premium Tier Care Policy to be paid by DECA Analytics
• Continuing Educational Certifications & Fees to support growth within the role

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.