Deliver tailored engagements (e.g. enterprise workshops) that help customers to maximize the value derived from Refinitiv solutions post sale and build intimacy
Use specialist knowledge to demonstrate and educate customers on relevant functionality and content resulting in increased usage and product adoption
Interpret and take action on usage information focusing on at risk customers to mitigate cancellations and identify value optimization opportunities
Promote insights relevant to customers’ workflow and act as a voice of the customer internally, feeding back their experiences
Provide transparency to the customer and act a quarterback’ to ensure Refinitiv delivers on sales commitments
Shepherd customers to support channels available as part of the value Refinitiv provides
Develop and execute retention strategies as part of the customer success plan for accounts, in conjunction with Account Managers
Identify and investigate opportunities to raise to Account Manager for action and share insights to aid the sales process
Qualifications and Experience Required
Drive desktop / Risk / Enterprise sales from existing and new customers
Target 80% customer site time
Travel as needed
Increase customer satisfaction at the desktop / solution
Market Understanding including a) Brazilian Financial and Risk market understanding b) knowledge of FX, FI, Risk and Compliance
c) strong understanding of customers' business model
Selling Skills (identify, develop, & articulate proposition / consultative selling)
Significant Product and Workflow Expertise (e.g. knowledge of financial modeling, excel, MS Office); knowledge of trading floor tech / data apps
Strong customer service skills
Others : Presentation skills (verbal & written); Strong interpersonal skills; ability to organize and execute a sales plan;
ability to use MIS systems
Training or related experience preferred
College / university degree or relevant work experience equivalent required
Industry qualifications preferred (CFA, MBA, FRM, MFE, CFE etc)
The Financial and Risk Business of Thomson Reuters is now Refinitiv. Refinitiv equips the financial community with access to an open platform that uncovers opportunity and catalyzes change.
With a dynamic combination of data, insights, technology, and news from Reuters, our customers can access solutions for every challenge, including a breadth of applications, tools, and content all supported by human expertise.
At Refinitiv, we facilitate the connections that propel people and organizations to find new possibilities to move forward.
As a global business, we rely on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the world regardless of race, color, sex / gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law.
Refinitiv is proud to be an Equal Employment Opportunity / Affirmative Action Employer providing a drug-free workplace.
São Paulo-São Paulo-Brazil