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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive consultative B2B sales experience in the financial services sector, with a strong ability to engage C-level executives and navigate complex buying cycles. Proficient in developing strategic account plans, proposals, and leveraging an active network to drive business growth.
Highest-signal resume keywords
Consultative B2B Sales ExperienceFinancial Services Sector ExpertiseC-Level Executive EngagementAccount ManagementAdvanced English Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Complex Deal ManagementProposal DevelopmentDemand GenerationCross-SellingUpsellingRetention InitiativesMarket AnalysisSales Cycle NavigationVendor Approval ProcessClient Needs Anticipation
Soft Skills
Active ListeningInfluencing Without AuthorityExecutive Presence
Tools & Technologies
AI Utilization for SalesCRM Software
Certifications & Qualifications
MBA in Sales or Business
Industry Keywords
Financial ServicesTech Design MarketTax Incentive LawsConsulting FirmsSystems IntegratorsSoftware Companies
About the role
Key responsibilities & impact- Open doors and lead conversations with C-level executives and technology, innovation, product, and business leadership teams
- Build the commercial pipeline by mapping accounts, generating demand, and qualifying opportunities
- Lead end-to-end consultative sales, from discovery through closing
- Navigate complex buying cycles involving procurement, legal, risk, compliance, and security
- Complete the vendor approval process for CESAR
- Develop proposals and scopes of work with specialists and technical support
- Manage a portfolio of strategic accounts in the financial services sector, including account plans and stakeholder maps
- Anticipate client needs and propose innovative solutions
- Expand business through cross-selling, upselling, and renewals
- Increase lifetime value and reduce churn by identifying signs of dissatisfaction and proposing retention initiatives
- Represent CESAR at financial services events and forums, such as Febraban Tech, with a focus on business generation
- Develop a partner network to broaden the range of solutions offered to the sector
- Support the Executive Leadership Team in shaping the commercial strategy by providing insights into market conditions, competitors, and financial services trends
Requirements
What you’ll need- An active network among senior leaders in the financial services sector and the ability to schedule meetings directly with executives, or an established client portfolio
- 10+ years of consultative B2B sales experience in technology or services, involving complex deal sizes and sales cycles
- Experience working in or with the tech design market
- Bachelor’s degree in Business Administration, Economics, Project Management, Engineering, Technology, or a related field
- Advanced English proficiency
- Willingness to travel frequently, including to the headquarters in Recife
- Experience in consulting firms, systems integrators, or software companies focused on financial services (a plus)
- Experience selling innovation, design, data and AI, or digital products (a plus)
- Knowledge of tax incentive laws, such as Lei do Bem (a plus)
- Executive presence, active listening, and the ability to influence without formal authority (a plus)
- AI-first mindset: using AI to research clients, prepare for meetings, and write proposals (a plus)
- MBA in Sales or Business (a plus)
Benefits
Comp & perks- Flexible working hours and a flat organizational structure
- Training and professional development, including discounts at CESAR School
- Diversity & Inclusion culture
- Premium health and dental insurance
- Private pension plan and life insurance
- Meal/food allowance
- 5% of salary on an iFood card
- Language learning allowance
- Childcare assistance
- Contact lens allowance
- Birthday month day off
- Gympass
- Moodar
- Sales commission, which can reach the equivalent of 14 months’ salary per year