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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Business Development and Consultative Sales within the financial ecosystem, with a strong focus on building relationships with C-level executives and managing complex sales cycles. Proficient in pipeline management, account planning, and delivering high-value enterprise contracts.
Highest-signal resume keywords
Business DevelopmentConsultative SalesPipeline ManagementAccount PlanningC-Level Relationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Target AchievementNegotiation SkillsValue Proposition DevelopmentForecastingAccount Penetration Strategies
Soft Skills
Relationship BuildingCommunication SkillsTeam Coordination
Tools & Technologies
SalesforceCRM Platforms
Industry Keywords
BankingFinancial ServicesFintechCore BankingOpen Finance
About the role
Key responsibilities & impact- Develop new business with banks, payment institutions, finance companies, fintechs, cooperatives and other companies across the financial ecosystem
- Create the commercial plan and account plan for the clients under your responsibility
- Identify decision-makers, influencers, sponsors and departments involved in purchasing processes
- Build and maintain a pipeline aligned with sales targets
- Lead consultative sales of technology solutions and services to the financial market
- Conduct meetings, sales visits, executive presentations and solution demonstrations
- Coordinate participation from product, pre-sales, delivery, legal and finance teams during the commercial cycle
- Prepare commercial proposals and support contractual negotiations
- Build relationships with C-level executives and leadership at client institutions
- Monitor financial market trends, competitor movements and new opportunities
- Keep CRM, pipeline, forecast, next steps and opportunity information continuously updated
- Ensure commercial predictability and the quality of information presented in forecast meetings
- Work closely with internal teams to ensure a consistent experience throughout the commercial process
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Economics, Finance, Technology, Engineering, International Relations or related fields
- Relevant experience in Business Development, consultative sales, enterprise sales or commercial management
- Experience in the banking, financial services, fintech or technology-for-financial-institutions market
- Experience selling software, services, platforms or complex technology projects
- Ability to manage long sales cycles with multiple stakeholders
- Experience building relationships and negotiating with C-level and senior executives
- Proven track record against significant sales targets and high-value enterprise contracts
- Knowledge of pipeline management, forecasting, account planning and account penetration strategies
- Ability to build value propositions and defend business cases
- Knowledge of the Brazilian financial institutions market
- Intermediate or advanced English
- Availability to travel
- Advantage: commercial experience with Core Banking, payments, credit, Open Finance, investments, digital channels or fraud prevention
- Advantage: active relationships with banks, fintechs, payment institutions, cooperatives or finance companies
- Advantage: experience with RFP, RFI processes and private competitive bids
- Advantage: knowledge of SaaS models, licensing, professional services and implementation projects
- Advantage: experience with Salesforce or other structured CRM platforms
- Advantage: knowledge of Brazilian financial market regulation and dynamics
Benefits
Comp & perks- Comprehensive health plans
- Training programs
- Opportunity to master the technologies that power the financial market
- Real challenges to apply your knowledge
- Hybrid work model
- Birthday day off
- Autonomy to be the owner of your work
