Account Executive / Account Manager.

Accountabilities:

• Understand each member's investment goals and go-to-market strategy to help them maximize the value they receive from the platform.

• Drive engagement KPIs through proactive communication with prospects and existing customers by phone and email.

• Manage day-to-day account activities, supporting both customer acquisition and ongoing relationship development.

• Conduct proactive outreach to increase platform adoption, engagement, and customer retention.

• Complete at least 20 connected calls per week.

• Respond promptly and professionally to inbound customer inquiries through email and phone.

• Launch email campaigns to encourage customer engagement and platform usage.

• Reach out to members whose platform activity has declined or when additional information is required.

• Share customer feedback and product improvement suggestions with internal teams.

• Manage Salesforce administration tasks, including contract processing and verification, while keeping CRM records accurate and up to date.

• Handle customer support requests and ensure positive, trust-building interactions at every touchpoint.

• Participate in regular internal meetings and contribute to cross-functional projects and initiatives.

Requirements:

• Up to 10 years of professional experience.

• At least 2 years of proven experience in a quota-carrying B2B Sales, Account Management, or Customer Success role.

• Advanced written and spoken English proficiency.

• Strong track record of professional performance, achievement, and continuous development.

• Excellent organization, responsiveness, and attention to detail.

• Strong communication and relationship-building skills, with the ability to engage customers confidently by phone and email.

• Tech-savvy, adaptable, and comfortable learning new products, tools, and processes.

• Positive, professional attitude, strong work ethic, and a sense of ownership.

• Nice to have: Experience in investment banking, private equity, financial services, or related industries, particularly serving the North American market.

• Additional requirements: Must be based in Latin America, have a reliable high-speed internet connection, and have access to a suitable computer.

• Ability to work during Eastern Time (ET / New York) business hours.

• Willingness to travel to New York approximately 3–4 times per year for company-wide meetings and team events.

• Applicants must submit their CV in English. A short video presentation of professional experience is optional but encouraged and may receive priority during consideration.

Benefits:

• Fully remote working arrangement for candidates based in Latin America.

• Opportunity to work with an international Go-to-Market team and customers across the investment and M&A ecosystem.

• Ongoing training, coaching, and professional development.

• Exposure to sales, account management, and customer success activities in a technology-driven environment.

• Opportunities to contribute customer insights and collaborate on cross-functional initiatives.

• Occasional travel to New York, approximately 3–4 times per year, for team meetings and events.