Life Academy

Sales representative in financial markets

In short

This remote Student Success Manager role involves guiding students through their first steps in financial markets trading, driving conversions from demo to real accounts, and managing the sales funnel via CRM, calls, and messaging channels. It's posted by a company in the trading/financial education space targeting the LatAm market. The role demands 3+ years of sales or account management experience, a background in trading, forex, finance or crypto, and familiarity with LatAm customer behavior and KPI-driven performance.

About the Role
We are looking for a proactive and results-driven Student Success Manager (SSM) to join our friendly team and ensure students get the most out of their practical journey. Your mission? Guide students through their first steps with financial markets on demo and real accounts, increase engagement, support them in their practical sessions and more. If you're passionate about financial markets and sales, and you love working with people while being driven by results, this is the perfect role for you!
Responsibilities
•Contact new leads and students via calls, messaging apps, email, and other channels
•Demonstrate strong knowledge of company and partner products/services
•Guide users through account opening and deposit processes on trading platforms
•Educate on benefits of real vs. demo accounts to drive conversions
•Build trust and motivate students to become active traders
•Follow communication standards and approved sales scripts
•Accurately manage and update data in the CRM system
•Track and respond to student interactions across multiple channels
•Collaborate with Product, Marketing, and experts to improve conversion rates
•Analyze user behavior and engagement to optimize sales strategies
•Provide feedback to enhance student experience and conversion funnel
•Conduct group webinars and promote additional products/features
•Support various sales and operational tasks within the team
Requirements
•3+ years of experience in Sales, or Account Management
•Experience in trading, forex, finance, or crypto is a must
•Experience working in LatAm markets and understanding of regional student/customer behavior
•Comfortable working with KPIs and performance-based targets
•Experience using CRM systems, WhatsApp Business and Google Sheets
•Sales-driven and goal-oriented, knowing how to engage students and convert them into active trading practice
•Strong communication skills, ability to build trust and explain professional concepts clearly
•Proactive & problem-solving mindset, ability to identify student pain points and offer solutions
•Attention to detail, organization, planning and discipline
•English B1 and higher
Conditions
•Salary in USD
•Monthly uncapped commissions
•21 working days of annual paid leave
•Real growth opportunities and professional development
•Unlimited access to Udemy Business

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