Posted 28 months ago
Client Manager
AI Summary
Client Manager acquiring and retaining clients in financial education and trading, handling outbound outreach, CRM recording, market analysis, and compliance with sales processes.
About this role
At Life Academy we are passionate about helping people to improve their lives through education. Our mission is to offer educational courses, practices and master classes on dynamic, impactful and useful topics that will help you achieve success. We are driven by 3 fundamental values: trust, quality and fun. The core of our courses is effectiveness and practice, so that students can apply everything they learn in their daily lives. We make the learning process fun and interesting, because we believe that education does not have to be boring. Experience the fun of our courses!
J ob Overview
The person who will fill this position will be a professional focused on business development in the financial education and trading sector. His main responsibility will be to contact new clients, generate new sales, maintain quality in communications and analyze the market, all under a system of compliance with established goals.
Main Responsibilities
- Comply with the business processes adopted by the Company and perform the tasks established by the Team Leader.
- Know and manage all the relevant services and products of the Company.
- Make contacts through telephone, email and instant messaging to sell services and products to new clients.
- Make calls to new clients.
- Correctly and responsibly record all customer contacts in the CRM system.
- Analyze current market situations with clients to maintain their interest in the financial markets.
- Adhere to standard parameters for daily communications with customers.
- Comply with quality requirements for communications with customers, in accordance with the parameters approved by the Company.
- Analyze competitors' actions and customer comments.
- Search for new clients and partners in the area.
Requirements
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Knowledge of international markets, cryptocurrencies and trading.
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Have the ability to speak in public, as well as write texts competently.
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Knowledge of MS Office, Salesforce, OLAP.
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Intermediate English level.
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Be a responsible, proactive and result-focused person.
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Have great learning capacity and adaptability to work under pressure.
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Possess a high degree of attention to detail, organisation, planning and discipline.
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Have personal networking (not exclusive)
Benefits
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Monthly bonuses based on performance
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21 working days annual leave
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Udemy Business unlimited membership
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Corporate events and team building activities
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Professional and personal development opportunities in a fast-growing environment
Skills
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- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.