Client Success & Sales Specialist (Fintech, Lisbon | Hybrid)

XTB online investing; Lisboa; Hybrid; EUR 30,000 - 42,000; Full time

Benefits offered by this job

Hybrid work model

Career development

International, collaborative culture

Job summary

XTB Portugal Sales Department is seeking an Account Manager to build strong client relationships, understand needs and help clients maximize the value of XTB’s financial products and platforms.

You will contact new and existing clients, explain our services, support activation and onboarding, and maintain CRM data. The role requires 1–2 years in client-facing roles, Portuguese and English, and Lisbon-based presence.

Qualifications

• 1–2 years of experience in account management, sales or a client-facing role; financial-sector experience is a plus.
• Strong communication and presentation skills, with persuasion, persistence and the ability to build trust.
• Customer and results orientation with a proactive and flexible approach.
• A strong interest in financial markets and the ability to explain information clearly.
• Confidence using digital tools, CRM systems and online platforms, with rigorous planning and follow-up.
• Native or bilingual Portuguese and fluent written and spoken English.
• Based in Lisbon or able to work regularly from the Lisbon office.

Responsibilities

• Contact new users and existing clients proactively, mainly by phone and through digital channels.
• Understand each client’s needs and explain XTB's products, services and platform features clearly and transparently.
• Make follow-up calls, arrange meetings and support clients during activation and onboarding.
• Provide practical training on financial markets and on how to use XTB’s platforms and educational resources.
• Manage and retain a portfolio of clients, identify commercial opportunities and contribute to objectives.
• Keep client information up to date in the CRM with rigorous follow-up.
• Collaborate with Sales, Research, Marketing and Customer Support to improve the client experience.
• Carry out all activity in line with regulations and XTB quality standards.

Skills

Account management

Sales

Communication

English proficiency

Portuguese language

Education

Business/Finance degree (preferred)

Tools

CRM systems

Microsoft Office

Job description

XTB Portugal Sales Department is seeking an Account Manager to build strong client relationships, understand needs and help clients maximize the value of XTB’s financial products and platforms.

You will contact new and existing clients, explain our services, support activation and onboarding, and maintain CRM data. The role requires 1–2 years in client-facing roles, Portuguese and English, and Lisbon-based presence.