Account Executive / Account Manager

Accountabilities:: Understand each member's investment goals and go-to-market strategy to help them maximize the value they receive from the platform. Drive engagement KPIs through proactive communication with prospects and existing customers by phone and email. Manage day-to-day account activities, supporting both customer acquisition and ongoing relationship development. Conduct proactive outreach to increase platform adoption, engagement, and customer retention. Complete at least 20 connected calls per week. Respond promptly and professionally to inbound customer inquiries through email and phone. Launch email campaigns to encourage customer engagement and platform usage. Reach out to members whose platform activity has declined or when additional information is required. Share customer feedback and product improvement suggestions with internal teams. Manage Salesforce administration tasks, including contract processing and verification, while keeping CRM records accurate and up to date. Handle customer support requests and ensure positive, trust-building interactions at every touchpoint. Participate in regular internal meetings and contribute to cross-functional projects and initiatives. Requirements: Up to 10 years of professional experience. At least 2 years of proven experience in a quota-carrying B2B Sales, Account Management, or Customer Success role. Advanced written and spoken English proficiency. Strong track record of professional performance, achievement, and continuous development. Excellent organization, responsiveness, and attention to detail. Strong communication and relationship-building skills, with the ability to engage customers confidently by phone and email. Tech-savvy, adaptable, and comfortable learning new products, tools, and processes. Positive, professional attitude, strong work ethic, and a sense of ownership. Nice to have: Experience in investment banking, private equity, financial services, or related industries, particularly serving the North American market. Additional requirements: Must be based in Latin America, have a reliable high-speed internet connection, and have access to a suitable computer. Ability to work during Eastern Time (ET / New York) business hours. Willingness to travel to New York approximately 3–4 times per year for company-wide meetings and team events. Applicants must submit their CV in English. A short video presentation of professional experience is optional but encouraged and may receive priority during consideration. Benefits: Fully remote working arrangement for candidates based in Latin America. Opportunity to work with an international Go-to-Market team and customers across the investment and M&A ecosystem. Ongoing training, coaching, and professional development. Exposure to sales, account management, and customer success activities in a technology-driven environment. Opportunities to contribute customer insights and collaborate on cross-functional initiatives. Occasional travel to New York, approximately 3–4 times per year, for team meetings and events.