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Account Manager/Relationship Manager

Roles & Responsibilities

  • 5+ years of account management, strategic sales, or client success experience in IT staffing, staff augmentation, nearshore/outsourcing, or professional services/consulting with an advisory/consulting sales focus
  • Proven track record of driving new sales, account expansion, and delivering QBRs or executive-level presentations focused on growth and partnerships
  • Strong understanding of MSAs, SOWs, and contract lifecycle management in a sales/expansion context
  • Experience with Advisory/Consulting engagements (or ability to quickly learn complex advisory service models) and excellent communication/presentation skills with C-level stakeholders

Requirements:

  • Strategic Account Leadership: partner with the Chief Technology Solutions Advisory Officer to develop and execute account strategies, identifying and closing new sales opportunities and expansions in Advisory and Consulting services
  • Revenue growth and client relationships: drive growth through proactive new business development, upselling, renewals, and scope expansions while maintaining exceptional client retention and long-term partnership value
  • Advisory partnership management and QBRs: establish, track, and report on strategic advisory KPIs; lead preparation and delivery of Quarterly Business Reviews; present insights and recommendations for growth and expansion; champion customer excellence initiatives
  • Contract lifecycle and cross-functional oversight: support validation/tracking of MSAs/SOWs/amendments with legal and operations; manage renewals and expansions; coordinate with internal teams to ensure alignment and scalability

Job description

ABOUT UBIMINDS
 
Ubiminds is a GPTW-certified, people-first company that partners with American software product companies to scale their development footprint. Ubi custom-curates Brazilian top 5% talent for their LATAM strategy.
 
 
About the Account Manager Role

As an Account Executive at Ubiminds, you will directly assist the Chief Technology Solutions & Advisory Officer as the trusted strategic partner to our most important North American clients. You will focus on driving new sales, expanding existing accounts, and building high-value partnerships in Advisory and Consulting engagements. You will own the client growth and partnership lifecycle—from identifying new business opportunities and delivering impactful Quarterly Business Reviews centered on strategic advisory value to proactively shaping partnership strategies, securing contractual expansions, and elevating the overall client experience through consultative selling. This is a high-visibility, high-influence role that directly accelerates revenue growth through new sales and account expansion, positioning Ubiminds as the premier nearshore provider of Advisory, Consulting, and Talent-as-a-Service solutions.


  • Key Responsibilities:

We organize the Account Executive role around these core strategic and growth-focused areas:

Strategic Account Leadership & Growth

Partner directly with the Chief Technology Solutions & Advisory Officer to develop and execute account strategies, identifying and closing new sales opportunities as well as expansions in Advisory, Consulting, and related partnership services.

Drive revenue growth through proactive new business development, upselling, renewals, and scope expansions while maintaining exceptional client retention and long-term partnership value.

Collaborate with internal stakeholders to align advisory services, partnership roadmaps, and strategic initiatives with client business objectives.

Client Excellence & Advisory Partnership Management

Establish, track, and report on strategic advisory KPIs tailored to each engagement (e.g., value realized from consulting, ROI for advisory deliverables, and partnership milestones).

Lead preparation and delivery of Quarterly Business Reviews (QBRs), presenting insights on advisory value delivered, partnership opportunities, and forward-looking recommendations for growth and expansion.

Champion Customer Excellence initiatives, including satisfaction surveys and continuous improvement programs focused on strengthening advisory partnerships.

Contract & Partnership Oversight

Support validation, accuracy, and ongoing status tracking of legal agreements (MSAs, SOWs, amendments) in coordination with legal and operations teams, with primary emphasis on enabling new sales and account expansions.

Manage renewals, contract expansions, and new partnership agreements, ensuring alignment with strategic goals and client needs.

General & Cross-Functional Support

Provide high-touch account support while identifying process improvements that enhance scalability, new sales effectiveness, and client satisfaction in advisory and consulting partnerships.

Contribute to internal knowledge sharing, best practices, and cross-team alignment between sales, advisory, legal, and finance.

 

  • What we're looking forMandatory skills:
We are looking for a highly motivated and strategic individual to join our team.

5+ years of account management, strategic sales, or client success experience in IT staffing, staff augmentation, nearshore/outsourcing, or professional services/consulting, with a strong emphasis on advisory and consulting sales.

Proven track record of driving new sales, account expansion, and delivering QBRs or executive-level presentations focused on growth and partnerships.

Strong understanding of MSAs, SOWs, and contract lifecycle management in a sales and expansion context.

Experience working with Advisory/Consulting engagements (or demonstrated ability to quickly learn complex advisory service models).

Excellent communication and presentation skills; comfort engaging C-level stakeholders in sales and advisory discussions.

Results-oriented mindset with strong analytical and problem-solving abilities focused on business development and partnership building.

 

  • Preferred

Experience in the Latin America nearshore talent market or similar international talent models.

Background in AI, software development, or technology consulting sales.

Familiarity with performance metrics specific to advisory and consulting partnerships.

Bachelor’s degree in Business, Marketing, or related field (or equivalent experience).


  • What Success Looks Like

Success in this role is defined by the following key performance indicators:

Consistent achievement of new sales and account expansion targets (e.g., X% YoY revenue growth from new business and expansions).

High client satisfaction (NPS > 80 or equivalent) through strong advisory partnerships.

On-time, accurate contract renewals, expansions, and new agreements with zero major compliance issues.

Positive feedback on QBR quality and the strategic advisory value delivered for growth opportunities.


  • Cultural add
People First. We are all about people!
Challenge yourself. There’s always room for improvement, and continuous improvement is in our essence.
Make it happen. Be ready to take challenges as they come. It’s all about attitude and commitment.
We’re in this together. We work as a team, we thrive as a team, and we evolve as a team.
Averaging on awesome. We work hard to deliver high-quality services and look forward to exceeding expectations.
Keep it real. We promise you honesty, transparency, and openness, regardless of the situation.

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