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Financial Relationship Specialist

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Job Description

Our company is seeking a seasoned account manager to maintain and expand our presence in the Brazilian financial market. This role will start as part-time and has the potential to grow into a full-time position based on business needs and client expansion.

  • Maintain and Strengthen Client Relationships: Ensure our key customer in Brazil receives exceptional service through regular communication, on-premise support when required, and seamless coordination between their technical team and ours.
  • Expand Market Presence: Proactively engage with 20+ identified financial institutions in Brazil, with the goal of onboarding new clients over time.

Key Responsibilities:

Client Relationship Management
  • Serve as the main point of contact for the existing customer in Brazil.
  • Conduct regular calls with the client to facilitate effective communication.
  • Monitor client satisfaction and address concerns proactively to ensure loyalty.
New Business Development
  • Build on the foundation established by the sales team to engage with identified prospects in Brazil's banking and finance sector.
  • Develop a strategic sales approach to introduce our offerings, emphasizing competitive advantages.
  • Nurture relationships with potential clients and manage them through the sales pipeline.
Market Insight and Reporting
  • Stay up to date on market trends, competitor activities, and regulatory developments in Brazil.
  • Provide regular reports to the global sales team on client activities and new business opportunities.
  • Share insights from the Brazilian market to influence broader company strategy.