CUSTOMER ADVISOR ANALYST II - ENTERPRISE PJ
Core
Manage a portfolio of high-value corporate clients (B2B) by balancing relationship management and sales to drive revenue and growth for Inter's financial solutions.
Role type
Senior Account Executive / Customer Advisor (B2B)
Builds
Corporate banking products and financial solutions for business clients
Domain
Financial Services / B2B Sales
Deliverable
client delivery
Required skills
B2B relationship management, sales execution, high-volume communication (WhatsApp/calls), Salesforce proficiency, Tableau proficiency, AI tool utilization, problem-solving, goal-oriented mindset
Preferred skills
Clear communication, enthusiasm for banking, strong results orientation
Technologies
Salesforce, Tableau, AI tools
Responsibilities
Manage a corporate client portfolio, conduct high-volume outreach via WhatsApp and phone, identify and offer Inter solutions, interact with internal stakeholders (IT, Credit, FX, Commercial Intelligence), work towards sales targets and KPIs
Seniority
Mid-Senior, hands-on IC