Account Executive / Account Manager

New
J
JobgetherInvestment and M&A
Fully remote working arrangement for candidates based in Latin America; based in Brazil, Ability to work during Eastern Time (ET / New York) business hours.Full-TimeExecutive
Salary not disclosed
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Job Details

Languages
Advanced written and spoken English proficiency.
Experience
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.
Required Skills
SalesforceCustomer SuccessAccount ManagementCustomer support

Requirements

  • Have at least 2 years of proven experience in a quota-carrying B2B Sales, Account Management, or Customer Success role.
  • Have up to 10 years of professional experience.
  • Demonstrate advanced written and spoken English proficiency.
  • Be based in Latin America and have reliable high-speed internet and access to a suitable computer.
  • Be able to work during Eastern Time (ET / New York) business hours.
  • Be willing to travel to New York approximately 3–4 times per year for company-wide meetings and team events.
  • Submit a CV in English.
  • Bring strong organization, responsiveness, and attention to detail.
  • Be comfortable engaging customers by phone and email and learning new products, tools, and processes.
  • Investment banking, private equity, financial services, or related industry experience, particularly serving the North American market, is a plus.

Responsibilities

  • Understand members' investment goals and go-to-market strategies to help them maximize platform value.
  • Drive engagement KPIs through proactive phone and email communication with prospects and customers.
  • Manage day-to-day account activities across customer acquisition and relationship development.
  • Conduct outreach to increase platform adoption, engagement, and retention, including launching email campaigns.
  • Complete at least 20 connected calls per week and respond to customer inquiries by phone and email.
  • Reach out to members with declining platform activity or when additional information is needed.
  • Share customer feedback and product improvement suggestions with internal teams.
  • Manage Salesforce administration, contract processing and verification, and accurate CRM records.
  • Handle customer support requests and participate in internal meetings and cross-functional initiatives.
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