Sales representative in financial markets

Life Academy; United States; Remote; USD 45,000 - 134,000; Full time

Benefits offered by this job

Udemy Business access

Annual paid leave (21 days)

Job summary

Life Academy is seeking a proactive Student Success Manager to guide students through their practical journey in financial markets. You will help with account openings, demonstrate platform know-how, and drive conversions from demo to real trading accounts.

You will work to increase engagement, support practical sessions, and collaborate with Product and Marketing to optimize the student experience. This role emphasizes KPI-driven performance and expansive growth opportunities.

Qualifications

• 3+ years of experience in Sales or Account Management.
• Experience in trading, forex, finance, or crypto is a must.
• Experience working in LatAm markets and understanding regional student/customer behavior.
• Comfortable working with KPIs and performance-based targets.
• Experience using CRM systems, WhatsApp Business and Google Sheets.
• Sales-driven and goal-oriented, knowing how to engage students and convert them into active trading practice.
• Strong communication skills, ability to build trust and explain professional concepts clearly.
• Proactive & problem-solving mindset, ability to identify student pain points and offer solutions.

Responsibilities

• Contact new leads and students via calls, messaging apps, email, and other channels.
• Demonstrate strong knowledge of company and partner products/services.
• Guide users through account opening and deposit processes on trading platforms.
• Educate on benefits of real vs. demo accounts to drive conversions.
• Build trust and motivate students to become active traders.
• Follow communication standards and approved sales scripts.
• Accurately manage and update data in the CRM system.
• Track and respond to student interactions across multiple channels.
• Collaborate with Product, Marketing, and experts to improve conversion rates.
• Analyze user behavior and engagement to optimize sales strategies.
• Provide feedback to enhance student experience and conversion funnel.
• Conduct group webinars and promote additional products/features.
• Support various sales and operational tasks within the team.

Skills

Sales experience

CRM skills

Communication skills

English (B1+)

Lead conversion

Data-driven

Tools

CRM systems

WhatsApp Business

Google Sheets

Job description

We are looking for a proactive and results-driven Student Success Manager (SSM) to join our friendly team and ensure students get the most out of their practical journey.

Your mission? Guide students through their first steps with financial markets on demo and real accounts, increase engagement, support them in their practical sessions and more.

Задачи

• Contact new leads and students via calls, messaging apps, email, and other channels
• Demonstrate strong knowledge of company and partner products/services
• Guide users through account opening and deposit processes on trading platforms
• Educate on benefits of real vs. demo accounts to drive conversions
• Build trust and motivate students to become active traders
• Follow communication standards and approved sales scripts
• Accurately manage and update data in the CRM system
• Track and respond to student interactions across multiple channels
• Collaborate with Product, Marketing, and experts to improve conversion rates
• Analyze user behavior and engagement to optimize sales strategies
• Provide feedback to enhance student experience and conversion funnel
• Conduct group webinars and promote additional products/features
• Support various sales and operational tasks within the team

Требования

• 3+ years of experience in Sales, or Account Management
• Experience in trading, forex, finance, or crypto is a must
• Experience working in LatAm markets and understanding of regional student/customer behavior
• Comfortable working with KPIs and performance-based targets
• Experience using CRM systems, WhatsApp Business and Google Sheets
• Sales-driven and goal-oriented, knowing how to engage students and convert them into active trading practice
• Strong communication skills, ability to build trust and explain professional concepts clearly
• Proactive & problem-solving mindset, ability to identify student pain points and offer solutions
• Attention to detail, organization, planning and discipline
• English B1 and higher

Условия

• Salary in USD Monthly uncapped commissions
• 21 working days of annual paid leave
• Real growth opportunities and professional development
• Unlimited access to Udemy Business