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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full sales cycle for Enterprise accounts, with a strong focus on building and maintaining a high-quality pipeline while effectively communicating complex financial structures to C-level executives. Proficient in utilizing CRM tools like HubSpot to ensure accurate forecasting and pipeline management.
Highest-signal resume keywords
Enterprise B2B Sales ExperienceC-Level Executive EngagementCRM Proficiency in HubSpotFinancial Product KnowledgeAnalytical Skills Using SQL or Python
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Enterprise B2B SalesComplex Deal ManagementFinancial Decision-MakingSales ForecastingPipeline DevelopmentAnalytical SkillsSQLPythonFinancial Products SalesRisk Management
Soft Skills
Excellent Communication SkillsAdaptabilityStrong Business JudgmentStructured ThinkingProven Execution
Tools & Technologies
HubSpotAmplemarketAI Tools for Workflow Automation
Industry Keywords
BankingFintechB2B TechCorporate Buying ProcessesRegulated EnvironmentsMulti-Entity Corporate Structures
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Own the full sales cycle for Enterprise accounts from initial strategic conversation through contract signature
- Build and maintain a high-quality pipeline
- Ensure rigorous forecasting and CRM hygiene in HubSpot
- Lead strategic conversations with CFOs, Treasurers, Controllers, and senior finance leaders
- Translate complex financial structures into clear value propositions
- Position Clara as a strategic partner
- Coordinate with Risk, Product, and Operations to deliver tailored enterprise solutions
- Manage long, multi-stakeholder sales cycles
- Navigate complex corporate buying processes
- Build a full pipeline through research and segmentation within the first 90 days
- Reach or exceed targets for new customers, TPV, and credit lines by 12 months
Requirements
What you’ll need- 6+ years of experience in Enterprise B2B sales, focused on complex deals
- Experience or interest in AI tools to automate workflows
- Excellent verbal and written communication skills
- Adaptability to fast-changing environments and high ownership
- Proven role-specific execution and ability to operate with ambiguity
- Strong business judgment and structured thinking
- Background in banking, fintech, or B2B tech companies
- Deep understanding of financial decision-making in large organizations
- Proven experience selling to C-level executives, including CFOs and Controllers
- Comfort leading conversations around financial products, risk, and controls
- Basic Portuguese proficiency or desire to learn it (nice to have)
- Experience as a Commercial Manager in traditional banking or employee benefits companies (nice to have)
- Analytical skills using spreadsheets, SQL, or Python (nice to have)
- Experience selling financial products such as credit, payments, treasury, or corporate cards (nice to have)
- Familiarity with HubSpot or Amplemarket (nice to have)
- Familiarity with regulated environments and multi-entity corporate structures (nice to have)
Benefits
Comp & perks- Base salary plus uncapped commission
- Equity/company stock options (ESOP) from day one
- Competitive salary
- Annual learning budget
- Accelerated development paths
- Remote work from Cali day to day
- In-person team ramp-up, team moments, events, and customer visits through the year
- Transparent compensation with real-time visibility over metrics
- Clear, fair territories and autonomous ownership of a book of business
- Collaborative global team
