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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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
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
Certifications
Bachelor's degreeCPA-10 certification