ПортугалияCustomer Strategy and Value Associate
2 нед. назад
ПортугалияMiddle
reportingcompliance managementsales workflows
Supports enterprise sales by managing commercial workflows and client reporting to accelerate deal closure.
Требования
- Education: Bachelor’s degree in Business Administration, Economics, Finance, or a related field.
- 3+ years of experience in management consulting, value selling or in analyst research roles within B2B SaaS or complex software environments
- Strong proficiency in Excel/Google Sheets; comfortable with financial modeling, ROI calculations, and unit economics (able to learn/backup financial business case creation).
- Hands-on experience with CRM systems (Salesforce/HubSpot), CPQ tools, and workflow automation apps. Familiarity with AI-driven document/RFP software is a strong plus.
- Exceptional project management and organizational skills with a track record of driving cross-functional alignment across Legal, Security, Finance, and Revenue.
- Excellent verbal and written communication skills with professional fluency in English.
- Also highly valued:
- Experience working in the payments space or/and fraud in financial services/merchants/ acquirers
- Experience in storytelling, design thinking, customer journeys assessment
- Experience working with a Saas vendor
- #LI-Remote | #LI-JP1
Другое
- At , we're building a world of safer money. A world where financial institutions move faster than criminals. Where the payments that fund real lives through salaries, savings, and businesses are protected in real time. We use trusted AI to detect and prevent financial crime, fraud, and money laundering at scale: the world's top banks, payment networks, and acquirers trust our technology to safeguard more than one billion consumers and $9 trillion in payment volume every year.
- is a Series D company and has raised $282M to date. With a valuation of $2 billion, our technology protects 1 billion consumers and 90 billion transactions each year.
- The Revenue Optimization Associate serves as an indispensable co-pilot to our enterprise sales team. Operating directly in the deal flow, this role takes ownership of key commercial, security procurement, and client reporting workflows - eliminating deal friction and accelerating time-to-close.
- As part of the The Revenue Central Execution and Optimization team, you will support prospects and clients in evaluating the total business value generated by ’s RiskOps platform. We achieve this by aligning our platform capabilities with our clients' strategic, customer experience, and risk management agendas. Beyond pre-sale execution, RCEO ensures long-term client trust by delivering monthly usage metrics and managing annual vendor compliance assessments.
- This is a high-impact, high-visibility role ideal for an ambitious commercial professional or analyst who wants to sit close to active revenue generation, master value engineering, and directly influence enterprise deal velocity.
- Serve as the primary point of contact for sales reps and Solution Consultants to accelerate client security reviews, vendor assessments, and InfoSec questionnaires using AI-powered tools.
- Unblock procurement hurdles by coordinating directly with Legal, Security, and Engineering to deliver complete, accurate response packages to prospects.
- Assist with commercial execution, custom deal requests, and contract alignment prior to deal closing.
- Generate and distribute automated monthly/quarterly business impact reports for clients, translating product usage data into meaningful business metrics.
- Help clients and account managers track ongoing value realization post-sale to drive retention and expansion.
- Oversee annual vendor assessment compliance to maintain ’s high quality and security standards.
- Build compelling prospect Business Cases and financial ROI calculators that quantify our value proposition during live sales cycles.
- Partner with Value Adoption Owner to maximize client ROI and support long-term client retention strategies..
- Everything we do is a team sport. In this role, you will collaborate daily with Sales, Solution Consultants, Value Adoption Owners, Subject Matter Experts (SMEs), Product Managers, Customer Success, and Delivery teams to drive seamless execution across the entire customer lifecycle.
- You will be immersed in our brand with training, connections, and one-on-one time with your manager. You may shadow your colleagues virtually or onsite at an office depending on where you work as you are supported through your journey. In addition, you will have access to a ton of information to give you history, context, and all the knowledge you can handle about and the team. Finally, you will start working on projects and collaborating on work currently being done. We can't wait to have you join the team!
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- does not accept unsolicited resumes from recruiters or employment agencies.
- will use the personal data you provide us with by filling out this form for reviewing your application and to potentially negotiate a contract with you. Your personal data will be retained by for 24 months following your application. Please see our Privacy Notice available at and for more information on how we process your personal data.