Account Executive

• Act as the primary client-facing representative, ensuring a seamless experience for all stakeholders.
• Run demos for prospective clients, showcasing our solutions and addressing their questions.
• Provide light customer support for clients, ensuring inquiries are addressed promptly and escalated when necessary.
• Document Standard Operating Procedures (SOPs) and assist with project management in Notion to support business scalability.
• Collaborate with cross-functional teams to maintain smooth operations and provide timely updates on client interactions.
• Support the delegation of tasks to other team members, ensuring all responsibilities are appropriately distributed.
• Maintain a strong understanding of the lending or banking industry (preferred) to anticipate client needs and provide informed recommendations.

• Proven experience in client-facing roles, ideally in account management, lending, or banking.
• Exceptional organizational and time management skills, with the ability to prioritize tasks and support executive-level schedules.
• Proficiency with productivity tools such as Notion and Front (or similar platforms).
• Strong written and verbal communication skills, with a proactive approach to problem-solving.
• Ability to work independently in a remote environment and adapt to a dynamic, fast-paced workload.
• Fluency in English; additional language skills (e.g., Portuguese or Spanish) are a plus.

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