Account Manager driving customer retention and growth by developing tailored IT solutions. Engaging with clients and internal teams to enhance technology deployment and utilization.
About the role
- Senior Relationship Manager managing relationships across Mexico's renewable energy ecosystem. Overseeing transactions and ensuring compliance with internal procedures for lending and credit support.
Responsibilities
- Serve as the senior relationship contact for Odyssey’s Supply Chain Credit (SCC) clients, ensuring an exceptional customer experience and positioning Odyssey as their preferred supply chain finance partner.
- Lead and manage the due diligence process, preparing comprehensive credit memos and presenting findings to the Investment Committee for approval.
- Support local and global leadership teams with day-to-day client relationship management and assist in vendor and partner engagement activities to strengthen long-term business relationships.
- Oversee the execution of transactions, ensuring accuracy, compliance, and timely billing and collections.
- Collaborate with internal teams to implement business development initiatives that build partnerships across the renewable energy ecosystem and onboard new clients.
- Ensure adherence to internal procedures throughout customer onboarding and ongoing client interactions.
- Participate in regular internal and external meetings, providing updates on business performance, client relationships, and market opportunities.
- Follow up on meeting outcomes and coordinate with cross-functional teams to ensure timely execution of agreed actions.
- Maintain up-to-date deal pipelines and client databases to support efficient management reporting and decision-making.
- Monitor industry trends, market developments, and regulatory changes to inform strategic business planning and enhance Odyssey’s competitive positioning.
Requirements
- Graduate or postgraduate degree in finance, business, economics, or a related field.
- MBA is a plus
- Three to seven years of experience in client relationship management, SME lending, supply chain finance, or trade finance
- Strong financial analysis skills including borrower due diligence and Excel-based modelling
- Excellent communication and presentation skills with the ability to engage senior stakeholders
- Comfortable setting priorities independently and managing a dynamic workload
- Strong execution mindset with high attention to detail and process discipline
- Collaborative team player able to manage multiple projects and deadlines simultaneously
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