Efí Bank

Senior Partnerships Manager

Efí Bank

full-time

Posted on:

Location Type: Remote

Location: Brazil

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Job Level

Senior

About the role

  • Identify and prospect new business opportunities, manage a portfolio of partners, and ensure high monetization of the base (cross-sell and up-sell);
  • Manage pipeline, targets, and KPIs;
  • Act consultatively and provide personalized service, offering the best experience and guidance to partners or prospective partners;
  • Manage and develop partner relationships, ensuring satisfaction and retention;
  • Develop and implement customer retention strategies;
  • Deliver product/service presentations and demonstrations;
  • Attend events and trade shows to promote the company’s products/services, strengthen relationships, and expand the contact network;
  • Conduct online or in-person meetings to negotiate and close contracts with new partners (including contract maintenance), or to strengthen relationships with existing partners, ensuring satisfaction, expectation alignment, and account growth;
  • Prepare and present sales closing reports to leadership;
  • Monitor partner NPS;
  • Collaborate with internal teams to ensure delivery of solutions that meet client needs;
  • Stay up to date on market trends and competitors to identify new business opportunities.

Requirements

  • Bachelor’s degree in Business Administration, Marketing, Commercial Management, or related fields;
  • Experience in commercial roles at banks, financial institutions, payment institutions, or fintechs;
  • Strong experience in Client Relationship Management (portfolio management);
  • Experience in sales and new business prospecting in a B2B environment;
  • Knowledge of CRM and customer relationship management tools, preferably Salesforce;
  • Availability to attend occasional in-person events;
  • CPA-10 or CPA-20 certification;
  • Postgraduate degree in related areas.
Benefits
  • 4-day workweek. Our working schedule is 4 days — a 32-hour workweek!
  • Coparticipating Unimed health plan for employees and dependents (regional, state, or national coverage);
  • Clude Saúde: Talk to a doctor anytime, anywhere. Clude provides digital consultations and other online health solutions;
  • Coparticipating OdontoPrev dental plan for employees and dependents;
  • Food allowance of R$ 1,000.00 per month and meal allowance of R$ 35.54 per working day, both provided on the Eva Card flexible benefits card;
  • Wellhub (Gympass): Corporate fitness platform focused on quality of life and well-being, providing access to partner gyms and studios for employees and dependents;
  • Home-office allowance of R$ 140.00 per month. For employees on a hybrid schedule, this allowance is pro-rated;
  • Work infrastructure provided;
  • One day off to celebrate your birthday with the #SeuDiaEfí benefit;
  • Corporate University;
  • Tuition assistance for employees and dependents, in accordance with company policy;
  • Language course subsidy for employees, in accordance with company policy;
  • Extended maternity leave of 7 months and extended paternity leave of 30 days, including for adoptive parents;
  • Life insurance;
  • Emotional health program and discounted psychological care for employees and dependents through the Moodar platform;
  • Benefits Club with exclusive discounts and partnerships for Efí employees.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
portfolio managementcustomer retention strategiessales closing reportscontract negotiationB2B salesmarket trend analysis
Soft skills
consultative sellingrelationship managementcustomer satisfactioncommunicationpresentation skills
Certifications
CPA-10CPA-20