Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals. As industry leaders—yes, we really are leaders—we partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.
About the position
We are growing and looking for a talented hunter Account Executive to join our US-based team calling on the top 20 banks in Latin America. You will work closely with Personetics’ leadership to strategically penetrate new accounts, manage existing clients and win new business opportunities.
Responsibilities
Be a hunter. Drive new and existing customer growth in the largest banks in the top 2 major markets in Latin America: Brazil and Mexico
· Earn trust and direct messaging relationships with executives at top 20 banks
· Listen to customer strategic initiatives, understand the business environment, and position Personetics as a critical to reach customer goals
· Create new opportunities & appointments through your outbound activity and managing inbound leads
· Execute lead qualification, opportunity development and accurate forecasting
· Drive and raise the standards for all sales/marketing functions as it relates to company business
· Deliver market insights and strategic suggestions to Personetics in pursuit of winning new business
· Assist current clients as needed
Requirements
· 10+ years of selling enterprise software/CRM/Digital Marketing Tools
· Be fluent Portuguese, Spanish, and English
· Experience in selling to financial services companies (Top 20 banks in Latin America).
· Technology background and experience in financial software and services
· Ability to understand financial services, digital marketing and/or digital advertising business processes
· Candidate should be energetic, self-motivated and able to work independently to meet or exceed assigned goals
· Highly motivated and responsible self-starter with the ability to work under pressure
· Excellent listening and phone skills required
· Excellent verbal and written communication skills: able to talk to LOB or technical audiences
Nice to have
None
Top Skills
What We Do
Money Management & PFM for Banks & Financial Institutions.
Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform.
Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management.
Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world.
Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform.
Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker
