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Posted: 9/18/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales and business development within the financial services sector, with a strong focus on building relationships with C-level executives and managing complex sales cycles. Proficient in pipeline management, account planning, and delivering compelling value propositions to drive significant sales targets.
Highest-signal resume keywords
Consultative SalesBusiness DevelopmentPipeline ManagementAccount PlanningC-Level Relationship Management
About the role
Key responsibilities & impact- Develop new business opportunities with banks, payment institutions, financial institutions, fintechs, cooperatives, and other companies within the financial ecosystem
- Prepare sales plans and account plans for assigned clients
- Identify decision-makers, influencers, sponsors, and departments involved in purchasing processes
- Build and maintain a pipeline aligned with sales targets
- Lead consultative sales of technology solutions and services for the financial services market
- Conduct meetings, sales visits, executive presentations, and solution demonstrations
- Coordinate the participation of product, presales, delivery, legal, and finance teams throughout the sales cycle
- Prepare commercial proposals and support contract negotiations
- Develop relationships with C-level executives and senior leaders at client institutions
- Monitor financial market trends, competitor activity, and emerging opportunities
- Keep the CRM, pipeline, forecast, next steps, and opportunity information consistently up to date
- Ensure sales predictability and the quality of information presented in forecast meetings
- Collaborate with internal teams to ensure a consistent experience throughout the sales process
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Economics, Finance, Technology, Engineering, International Relations, or a related field
- Relevant experience in business development, consultative sales, enterprise sales, or sales management
- Experience in the banking, financial services, fintech, or technology markets serving financial institutions
- Experience selling software, services, platforms, or complex technology projects
- Ability to manage long sales cycles involving multiple stakeholders
- Experience building relationships and negotiating with C-level executives and senior leaders
- Track record of achieving significant sales targets and managing high-value enterprise contracts
- Knowledge of pipeline management, forecasting, account planning, and account penetration strategies
- Ability to develop value propositions and present compelling business cases
- Knowledge of the Brazilian financial institutions market
- Intermediate or advanced English proficiency
- Willingness to travel
- Preferred: commercial experience with core banking, payments, lending, Open Finance, investments, digital channels, or fraud prevention
- Preferred: active relationships with banks, fintechs, payment institutions, cooperatives, or financial institutions
- Preferred: experience with RFP, RFI, and private bidding processes
- Preferred: knowledge of SaaS models, licensing, professional services, and implementation projects
- Preferred: experience with Salesforce or another structured CRM platform
- Preferred: knowledge of Brazilian financial market regulations and dynamics
Benefits
Comp & perks- Comprehensive health insurance plans
- Training programs and opportunities to master the technologies driving the financial services market
- Hybrid work model
- Birthday day off
- Autonomy and work-life balance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ManagementForecastingAccount Penetration StrategiesValue Proposition DevelopmentNegotiation Skills
Soft Skills
Relationship BuildingCommunication SkillsCollaboration
Tools & Technologies
SalesforceCRM Platforms
Industry Keywords
Financial ServicesFintechBankingPaymentsOpen FinanceDigital ChannelsBrazilian Financial Market