Customer Advisor – FINS

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Serve as a consultant for the sales team and clients during standard engagements.

• Enhance customers' understanding of the financial services industry in relation to Hyland's software solutions and business goals.

• Gather business requirements through customer interviews and analysis of documentation.

• Ensure that proposed solutions are in line with business opportunities and promote measurable outcomes for customers.

• Create solution selling tools, including product briefs, demo scripts, and case studies.

• Provide educational support for employees, resellers, customers, and prospects within the financial services sector.

• Assist the sales team in meeting or surpassing sales targets.

• Share best practices, insights on competitors, and pertinent market trends.

• Work collaboratively with marketing and development teams on sales materials, product features, and evolving customer needs.

• Foster relationships with third-party organizations to expedite the sales cycle and enhance market penetration.

• Identify and communicate opportunities for improving internal team efficiencies.

⛳️ Requirements

• Proven industry knowledge and experience in the Financial Services (FINS) sector.

• Capability to translate financial services expertise into consultative, value-oriented customer interactions.

• Skill in establishing rapport, earning trust, and building consensus across various departments and leadership levels.

• Exceptional written and verbal communication abilities.

• Competence in managing projects independently to completion in a fast-paced, deadline-oriented environment.

• Bachelor's degree or a comparable combination of education and experience that adequately prepares one to fulfill the primary responsibilities of the role.

• Experience in developing solution selling tools such as product briefs, demo scripts, white papers, or case studies tailored for financial services audiences.

• Ability to gather and document business requirements through structured customer interviews and document reviews.

• Experience collaborating across functions with sales, marketing, and product development teams.

• Proven track record of building and sustaining relationships with third-party organizations.

• Familiarity with enterprise software platforms.

• Ability to convey technical concepts to a diverse, non-technical audience.

🏝️ Benefits

• Resources for career development.

• Wellbeing programs.

• Practices fostering innovation.

• A workplace culture that is inclusive and employee-centric.

• Company-supported employee initiatives and giving campaigns.