FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
new business prospectingaccount managementsales strategiesclient retention strategiesproduct presentationscontract negotiationmarket trend analysisfinancial products knowledgepayments knowledgecredit knowledge
Soft Skills
consultative approachclient relationship managementclient satisfactionloyalty developmentcommunication skillscollaborationpresentation skillsnetworkingproblem-solvingstrategic thinking
Tools & Technologies
CRM toolsSalesforce
Certifications & Qualifications
Bachelor's degreeCPA-10 certification
Industry Keywords
B2B environmentfinancial institutionspayment institutionsfintechwholesale clientssales closing reportstrade showsclient visitsclient base monetizationcross-sell and up-sell
About the role
Key responsibilities & impact- Identify and prospect new business opportunities, whether with new clients or by monetizing the existing client base (cross-sell and up-sell);
- Act in a consultative and personalized manner, providing the best experience and guidance to clients and prospective clients;
- Manage and develop client relationships, ensuring satisfaction and loyalty;
- Develop and implement sales strategies to attract new clients and increase revenue from current clients;
- Design and implement client retention strategies;
- Conduct product/service presentations and demonstrations for clients;
- Hold online or in-person meetings to negotiate and close contracts with new clients, or to strengthen relationships with existing clients, ensuring satisfaction and alignment with expectations;
- Stay up to date on market trends and competitors to identify new business opportunities;
- Collaborate with internal teams to ensure the delivery of solutions that meet clients' needs;
- Prepare and present sales closing reports to senior management;
- Participate in events and trade shows to promote the company's products/services, strengthen relationships and expand the professional network.
Requirements
What you’ll need- Bachelor's degree in Business Administration, Marketing, Economics or related fields;
- Previous experience with Large Clients (Wholesale) working at banks, financial institutions, payment institutions and/or fintechs;
- Proven experience in new business prospecting and account management in a B2B environment;
- Strong knowledge of financial products and services, especially payments and credit;
- Knowledge of CRM and customer relationship management tools, such as Salesforce;
- CPA-10 certification;
- Availability to travel or be on-site for events and client visits.
Benefits
Comp & perks- Variable compensation
- Co-pay health plan for employees and dependents
- Clude Saúde: Speak with a doctor anytime, anywhere — access digital care and other online health solutions
- Co-pay dental plan for employees and dependents
- Meal and food allowance on the Eva Card flexible benefits card, averaging R$ 1,600.00 per month
- Wellhub: 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
- Work infrastructure provided
- One day off to celebrate your birthday with the #SeuDiaEfí benefit
- Corporate University
- Tuition assistance for employees and dependents, according to company policy
- Language course scholarship for employees, according to company policy
- Extended maternity leave of 7 months and extended paternity leave of 30 days, also available to 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