Commercial Consultant
Attractfy
Senior Account Executive – SaaS Solutions
Insight Value
full-time
Posted on:
Location Type: Hybrid
Location: São Paulo • 🇧🇷 Brazil
Visit company websiteSalary
💰 $5,000 per month
Job Level
Senior
About the role
- Operate across the full B2B sales cycle for SaaS solutions, from prospecting to closing and account expansion.
- Develop and execute commercial strategies to generate new business opportunities within banks and financial institutions.
- Map target accounts and identify key stakeholders, influencers and decision-makers.
- Lead meetings, presentations and product demonstrations, tailoring the messaging to the client’s specific needs.
- Prepare commercial proposals and negotiate terms and conditions, ensuring margins and timelines are aligned with company strategy.
- Maintain ongoing client relationships to maximize retention and identify cross-sell and up-sell opportunities.
- Collaborate with internal teams (Marketing, Customer Success, Product) to ensure high-value delivery to the client.
- Use CRM to record activities, update the pipeline and report sales forecasts.
- Monitor trends in the financial and technology sectors to anticipate demand and strengthen the solution’s market positioning.
- Communicate in English (intermediate level) with partners, clients and internal teams when necessary.
Requirements
- Operate across the full B2B sales cycle for SaaS solutions, from prospecting to closing and account expansion.
- Develop and execute commercial strategies to generate new business opportunities within banks and financial institutions.
- Map target accounts and identify key stakeholders, influencers and decision-makers.
- Lead meetings, presentations and product demonstrations, tailoring the messaging to the client’s specific needs.
- Prepare commercial proposals and negotiate terms and conditions, ensuring margins and timelines are aligned with company strategy.
- Maintain ongoing client relationships to maximize retention and identify cross-sell and up-sell opportunities.
- Collaborate with internal teams (Marketing, Customer Success, Product) to ensure high-value delivery to the client.
- Use CRM to record activities, update the pipeline and report sales forecasts.
- Monitor trends in the financial and technology sectors to anticipate demand and strengthen the solution’s market positioning.
- Communicate in English (intermediate level) with partners, clients and internal teams when necessary.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
B2B salesSaaS solutionscommercial strategiesaccount expansionnegotiationsales forecastingclient retentioncross-sellingup-sellingproduct demonstrations
Soft skills
communicationpresentationcollaborationrelationship managementtailoring messagingstrategic thinkingproblem-solvinginfluencingstakeholder managementadaptability
