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.

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