Account Executive / Account Manager

About the role

We are looking for a customer‑focused Account Executive / Account Manager to join our Go‑to‑Market (GTM) team. The role supports business growth across Latin America by acquiring new clients and expanding relationships with existing members in the investment‑banking, private‑equity and corporate‑development ecosystem.

Key responsibilities

• Proactively engage prospects and existing members via phone and email to drive platform adoption.
• Conduct 20+ connected calls per week and respond promptly to inbound inquiries.
• Launch email campaigns and manage day‑to‑day account activities, including contract processing and verification.
• Maintain accurate CRM data and perform Salesforce administration tasks.
• Gather and share product feedback with internal teams.
• Monitor member usage, reach out to inactive accounts, and provide support as needed.

Required profile

• Customer‑oriented professional with experience in B2B sales or account management.
• Strong understanding of investment‑banking, M&A advisory, private‑equity or related financial services.
• Ability to communicate the platform’s value proposition and build trust with clients.
• Willingness to learn continuously and participate in ongoing training and coaching.

Required skills

• Salesforce (CRM administration and data management).

What we offer

• Ongoing training, coaching and professional development.
• Opportunity to work with a fast‑growing GTM team serving the financial‑services sector.