Institutional Sales Manager

OpenAssets; São Paulo; Presencial; BRL 111 600 - 167 400; Tempo integral

Resumo da oferta

A digital finance firm is seeking an Institutional Sales Manager in São Paulo to drive business development and revenue growth across Brazil and LATAM. This role involves managing the end-to-end sales cycle with institutional clients, emphasizing relationship building, pipeline ownership, and closing complex deals in the digital finance sector. Ideal candidates will have a background in customer success, fintech experience, and familiarity with CRM systems. This position is a contract opportunity, promoting equal opportunity for all applicants.

Qualificações

• 3+ years in Customer Success, Account Management, or client-facing roles in a B2B SaaS environment.
• Experience in loyalty programs, fintech, or digital rewards platforms is a plus.
• Proficiency with spreadsheets, dashboards, and presentation tools.

Responsabilidades

• Drive Business Development and revenue growth across Brazil/LATAM.
• Manage client relationships and ensure customer success.
• Support partnership management and marketing initiatives.

Conhecimentos

Customer Success

Account Management

Excellent communication

Organizational skills

Familiarity with CRM systems

Formação académica

Bachelor’s degree in Business, Marketing, or Communications

Ferramentas

HubSpot

Salesforce

Descrição da oferta de emprego

OpenAssets is building open standards for the next generation of capital markets, providing the trusted foundation for real‑world asset tokenization and digital currencies.

We design regulatory‑conscious solutions for alternative asset digitization and loyalty programs, enabling organizations to create secure, scalable digital assets and personalized engagement experiences.

Join OpenAssets and help shape the future of digital finance!

Overview

We are seeking an Institutional Sales Manager (São Paulo) to drive Business Development and revenue growth across Brazil/LATAM. You will own the end‑to‑end sales cycle with institutional clients and strategic partners, positioning OpenAssets’ real‑world asset (RWA) tokenization, digital currencies/stablecoin infrastructure, and regulatory‑conscious solutions. This role requires strong enterprise relationship building, pipeline ownership, and the ability to close complex deals in digital finance/capital markets.

What You’ll Do

Client Relationship Management

• Assist with the onboarding process by preparing documentation, coordinating meetings, and following up on loyalty client needs.
• Support the execution of customer success plans by gathering data, tracking progress, and ensuring timely follow‑ups.
• Help maintain up‑to‑date client records in the CRM system.
• Coordinate customer communications such as updates, reminders, and educational materials.
• Assist in monitoring customer engagement metrics and flagging at‑risk accounts to the manager.

Partnership management

• Support with research, outreach preparation, and follow‑ups.
• Assist in scheduling partner meetings and maintaining partnership documentation.
• Help prepare materials for joint marketing initiatives, integrations, or partner campaigns.
• Maintain the partnerships pipeline and ensure data accuracy across tools and systems.
• Other Activities
• Assist in tracking loyalty program performance metrics (redemptions, engagement rates, satisfaction scores, etc.).
• Compile and prepare reports or dashboards for internal review and partner updates.
• Support process documentation and internal knowledge base updates.

Qualifications

• Bachelor’s degree in Business, Marketing, Communications, or related field preferred or equivalent experience.
• 3+ years in Customer Success, Account Management, or client‑facing roles in a B2B SaaS environment.
• Experience in loyalty programs, fintech, or digital rewards platforms is a plus.
• Background in SaaS or B2B environments is preferred but not required.
• Familiarity with CRM systems (e.g., HubSpot, Salesforce) and customer success tools.
• Proficiency with spreadsheets, dashboards, and presentation tools.
• Comfortable learning and explaining product features and data insights.

Other skills!

• Excellent communication and interpersonal skills with a customer‑first mindset.
• Strong organizational skills and attention to detail.
• Interest or basic understanding of loyalty ecosystems, digital rewards, or blockchain‑based incentive programs.
• Bonus points if you have experience working with international clients or cross‑functional teams.

We are committed to providing equal opportunity for qualified applicants to contract positions, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. This is a contract opportunity, not a direct employment role.