Regional Sales & Strategy Manager – Financial Services

¿QUIENES SOMOS?

Customer Intelligence Inc. se especializa en la industria financiera y trabaja con clientes en múltiples industrias, marcas de pago, sistemas de procesamiento y otras empresas con un enfoque en LATAM.

ACADEMIC BACKGROUND

• Business (Finance, Economics, etc.) or Engineering (e.g., Industrial, Mechanics, etc.)

• Bilingual; native Spanish and advanced English

PROFESSIONAL EXPERIENCE

7-10 years of experience in:

• Consultative sales

• Background in consulting projects, such as:

• Business & strategy and/or

• Marketing services and/or

• Operations & technology

• Experience in the payments ecosystem (banking, FinTech, acquiring, processing, switching)

Demonstrated knowledge & skills:

• Strategic and analytical skills to provide sound solutions to complex business issues

• Interpersonal skills to engage with senior stakeholders

• Leadership skills to manage multidisciplinary, international, and high-profile teams

• Proven communication, presentation and facilitation skills

• Thorough knowledge of Microsoft Excel, Power Point, and Word

JOB DESCRIPCION

Primary objectives

• Maximize sales of Customer Intelligence services portfolio

• Build a strong pipeline by identifying leads and turning them into actual business opportunities

Secondary objectives

• Cultivate strong client relationships & networks in Chile, Perú and Bolivia

• Ensure client satisfaction by driving excellence in delivery

• Availability and flexibility to travel (20% of time, mainly to Peru and Bolivia)

MAIL ROLES / RESPOSANBILITIES

Sales & revenue growth

• Develop and execute sales strategies to achieve and exceed revenue targets

• Identify client needs and design tailored proposals that align contribution sales goals

• Prepare and deliver compelling sales presentations and business proposals

• Develop account plans based on sales trends and data analysis to optimize growth strategies

• Lead proposal negotiations, ensuring favorable terms and successful deal closures

Business development & client acquisition and management

• Drive new business opportunities through strategic prospecting and networking

• Identify, develop, and manage key accounts, fostering long-term partnerships

• Conduct market research and competitive analysis to identify emerging trends, challenges, market needs and opportunities withing the payment industry.

• Build and maintain a strong pipeline of potential clients and business opportunities

• Identify opportunities for service expansion, cross-selling, and upselling based on client needs

Project execution & client relationship management

• Lead and oversee the successful execution of client projects, ensuring high-quality service delivery and adherence to agreed-upon timelines

• Act as the primary liaison between clients and internal teams to align expectations

• Gather client feedback and implement improvements to enhance the customer experience

• Quickly address and resolve client concerns, ensuring a smooth and productive relationship

Financial management

• Develop and validate cost sheets with the Executive Committee

• Develop and review Statements of Work (SOWs), Purchase Orders (POs), and the request of invoices ensuring accuracy and alignment with client expectations

• Control financial and non-financial data to generate reports (e.g., ETCs) and support strategic decision-making

¿QUÉ OFRECEMOS?

• Ambiente profesional dinámico, colaborativo y orientado a resultados.

• Participación en iniciativas clave para el negocio de tarjetas en banca.

• Contrato por servicios profesionales.