LATAM SMB Account Executive

About the Role

Join a fintech sales team as a closing-focused individual contributor responsible for winning new small-business wealth-management clients in the United States. You will manage qualified opportunities through discovery, demonstration, proposal, and contract signing in a high-velocity, playbook-driven sales motion.

What You'll Do

• Own the full sales cycle from qualified opportunity to signed contract for small advisory firms.

• Manage a high volume of opportunities and maintain consistent conversion across short sales cycles.

• Keep the HubSpot pipeline accurate, with clear stages, next steps, and realistic close dates.

• Prepare standardized quotes and proposals promptly based on firm size and product fit.

• Build trust with decision-makers through consultative, discovery-led conversations.

• Run standard product demonstrations independently and involve a Solutions Consultant when deeper technical validation is needed.

• Hand off new customers to Customer Success at close to support onboarding.

What We're Looking For

• Three to ten or more years of sales experience, including a high-velocity SMB or inside-sales motion with monthly quota cadence.

• Experience closing transactional new-logo opportunities, ideally at a small or growth-stage company with fewer than 100 employees, and comfort helping build sales playbooks.

• Fluent spoken and written English at a native or near-native level.

• HubSpot fluency and familiarity with tools such as Outreach, Gong, LinkedIn Sales Navigator, or Apollo.

• Training in MEDDPICC, Challenger, Sandler, or a similar sales methodology.

• Experience selling to RIAs, broker-dealers, or wealth-management platforms is beneficial, as is a track record of generating client referrals and case studies.

Compensation & Benefits

Compensation is $3,000 to $4,000 USD per month. Visa sponsorship is not available.

Location

Remote, based in Latin America. This is a contractor role selling to U.S. customers.