Account Executive – SaaS Solutions (São Paulo/SP)
Offer summary
Qualifications:
5+ years of B2B sales experience, ideally in SaaS or fintech., Proven track record managing a full sales cycle from prospecting to closing., Familiarity with Hubspot CRM or similar platforms and proficient with prospecting tools., Professional working proficiency in English is preferred..Key responsibilities:
- Manage and grow a large pipeline of B2B opportunities using Hubspot CRM.
- Conduct thorough research on target accounts to develop tailored outreach strategies.
- Build and maintain accurate monthly and quarterly sales forecasts by segment.
- Act as a project manager across departments to align internal processes and support deal closure.
Job description
Clara is the leading spend management platform for companies in Latin America. Our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful companies across the region.
Clara is backed by top investors and strategics including Accial Capital, Canary, Citi Ventures, Coatue, DST Global, General Catalyst, Goldman Sachs, ICONIQ Growth, Kaszek, Monashees, and Notable Capital, as well as prominent angel investors.
We are looking for a highly driven Account Executive (AE) to join our commercial team in São Paulo, specializing in SaaS and employee reimbursement solutions. This AE will focus on acquiring mid-sized to enterprise clients (100+ employees), leveraging our freemium model to drive adoption and cross-sell financial services (Conta + Card).
Ideal candidates will have a strong background in B2B SaaS sales, particularly in fast-paced environments involving complex, high-volume sales cycles.
Key Responsibilities
- Manage and grow a large pipeline of B2B opportunities using Hubspot CRM or equivalent, maintaining up-to-date deal stages and forecasts.
Conduct thorough research on target accounts to prioritize outbound strategies and develop tailored outreach per segment (SMB, Mid-Market, Enterprise). - Build and maintain accurate monthly and quarterly sales forecasts by segment.
- Monitor and optimize performance against key sales KPIs:
- DSLA (Days Since Last Activity)
- Meetings per week
- Activities per opportunity
- Deal qualification via BANT methodology
- Act as a project manager across departments—Legal, Finance, Product, Control Desk—to align internal processes and support deal closure.
- Consistently exceed goals in:
- Total Payment Volume (TPV)
- Credit Line Amount Activated
- New Customers Acquired
Requirements
- 5+ years of B2B sales experience, ideally with a focus on SaaS or fintech.
- Proven track record managing a full sales cycle, from prospecting to closing.
- Experience handling both inbound (high-volume) and outbound (prospecting from scratch) sales models.
- Familiarity with Hubspot CRM or similar platforms.
- Proficient with prospecting tools such as:
- Apollo, Lusha, Salesloft, Scriabin
- LinkedIn Sales Navigator & Sales Insights
- Skilled in outbound methods: cold calling, cold emailing, social outreach, video messaging, and warm referral networks.
- Professional working proficiency in English (preferred).
Experience selling to businesses with 100+ employees is a strong plus.
What Makes You a Great Fit
- You are a strong communicator who can craft compelling narratives across formats (video, call, email).
- You are a thoughtful consultant who listens closely to clients and provides tailored solutions
- You are resilient and structured, with a disciplined approach to follow-up and pipeline management.
- You are competitive, self-motivated, and performance-driven.
- You are detail-oriented, with strong CRM hygiene and process discipline.
- You are proactive in identifying and sharing best practices to support team success.
The way we do things is as important as what we do. That is why we operate on a set of carefully-identified values. They are what we expect from ourselves and each other in our day-to-day.
We value
* Clarity - Open and direct communication
* Simplicity - Pare things down to the essential
* Ownership - We're all owners and act like it
* Pride - Make quality products we're proud of
* Always Be Changing (ABC) - Continuous self-improvement
* Inclusivity - Every voice counts; we value each other for our shared mission and contributions
We are
* Shaping business finances in Latin America
* Driven by our 6 core values
* Proud of our inclusive and caring culture
* Certified as Top LinkedIn Startup
What We offer
* Competitive salary & a robust stock ownership plan
* 100% flexible work model
* A set of benefits that are adaptable to your needs & way of life
* Opportunities for growth in a fast-paced environment
* A chance to shape B2B payments in Latin America and increase the region’s economic competitiveness
Required profile
Experience
Industry :
Fintech: Finance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory. Other Skills
- Video Conferencing
- Delegation Skills
- Communication
- Resilience
- Proactivity