Partnerships Sales Expert (Especialista Comercial de Alianzas Estratégicas) - Bogotá [Hybrid]

1. Banking Experience
• Portfolio Management: Manage and strengthen relationships with large enterprises (Corporations) and their customers (SMBs), offering tailored financial solutions.
• Financial Advisory: Provide guidance on banking products and services such as loans, business accounts, and investment services to support business growth.
• New Client Prospecting: Identify and attract potential clients, expanding the customer base.
• Achievement of Sales and Revenue Goals: Meet the commercial targets and profitability objectives set by Clara.
• Monitoring Credit Operations: Oversee the proper use of granted loans and ensure compliance with terms and conditions.
• Coordination with other departments: Work closely with departments such as risk management, operations, and treasury to provide a comprehensive service to clients.
• Conduct On-Site Client Visits – Regularly meet with clients at their business locations to assess their financial needs, understand their operations, and build stronger relationships.
• Prospect New Clients in the Field: Actively search for potential clients by visiting businesses, networking, and identifying opportunities for new relationships.
2. Partner Management and Administration:
   
   
• Serve as the main point of contact for VARs, ensuring smooth and timely communication.
• Monitor partner performance and manage periodic reports on results, metrics, and areas for improvement.
• Provide visibility into available business opportunities and collaborate to maximize the impact of each partner.
• With the new ERP implementer pathway, oversee and manage implementations, acting as the primary contact between Clara, the partner, and the client.
3. Payment and Reporting Management:
   
   
• Ensure accuracy, timeliness, and transparency in payments to VARs, monitoring compliance with commercial agreements and SLAs.
• Automate and standardize operational processes to minimize reliance on manual activities.
4. Partner Experience Optimization:
   
   
• Implement practices and tools to enhance the partner experience, reducing friction and ensuring quality support.
• Establish a proactive follow-up structure to anticipate and resolve issues before they escalate.

• Maintain and organize a large database of prospects and deals in the CRM
• Research target accounts to prioritize account-based outreach and segment (Mid Market or Enterprise) 
• Identify local best practices and replicate them where possible to continuously improve processes and results within the team 
• Capacity to build a monthly forecast per segment and to have a Pipeline always updated 
• Having total control of KPIs such as DSLA, # meetings per week, # of activities per deal, BANT methodology to qualify deals. 
• Act as an internal Project Manager with other departments to make sales happen: Legal, Finance, Control Desk, Product
• Exceed weekly, monthly and quarterly goals for 3 main indicators: TPV, Credit Line amount and New Customers 

• Based in Bogotá city
• Experience in banking.
• Hybrid role requiring in-office or client-site presence
• At least 5 years of professional experience in sales
• Proven work experience in sales (prospection from the scratch)
• Proven work experience in door-to-door selling
• Hands-on experience with CRM software, Hubspot is a plus
• Excellent interpersonal and communication skills
• Ability to manage a complex funnel with laser focus on priorities
• Strong analytical, and organizational skills
• Numerical abilities and problem-solving attitude
• Proven experience using prospecting tools such as Apollo, Lusha, Salesloft, Scrabin and LinkedIn Sales Navigator.
• Proven Sales prospecting techniques like cold calling, cold emailing, social outreach, and friends and family approach
• English professional proficiency (preferred)

• You are a storyteller in person, in video, or in text. You are capable of captivating the attention of your prospect.
• You are a consultant. You are even a better listener than a storyteller and because of that, you are able to offer the best solution possible.
• You don’t take a “no” for an answer. You are patient and resilient but more importantly, you are methodic and disciplined.
• You are competitive. When you are running on a treadmill, you compete against the person next to you and always win.
• You are a perfectionist. You pay attention to every single detail and keep records of your every move on a CRM.

• We’re the leading B2B fintech for spend management in Latin America.

• Certified as one of the world's fastest-growing companies, a Great Place to Work, and a LinkedIn Top Startup.

• Passionate about making Latin America more prosperous and competitive.

• Constantly innovating to build financial infrastructure that enables each of our customers to thrive.

• Product-led, high-talent-density culture — designed for builders who raise the bar.

• Proud of our open, inclusive, and values-driven environment.

• #Clarity. We say things clearly, directly, and proactively.

• #Simplicity. We reduce noise to focus on what really matters.

• #Ownership. We take responsibility and never wait to be told.

• #Pride. We build products and experiences we’re proud of.

• #Always Be Changing (ABC). We grow through feedback, risk-taking, and action.

• #Inclusivity. Every voice counts. Everyone contributes to our mission.

Claridians in a hybrid mode split their time between working from the office, talking to or visiting customers, or working from home. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for each individual and team.

We don't enforce a minimum number of days for most roles, but you're expected to spend time at the office organically, and be at the office most days during your ramp-up or when required by your leader.