What are the responsibilities and job description for the Client Engagement VP/Director position at Deaglo?
Job Title: Client Engagement VP/Director
Location: São Paulo, Brazil
Department: Client Engagement
Reports to: Client Engagement Managing Director
Job Overview:
Join a fast-growing FinTech reinventing how businesses manage risk and transact worldwide.
Deaglo is looking for a driven Client Engagement VP/Director to join our Brasil Client Engagement Team. We empower corporates, asset managers, and financial institutions around the world with cutting-edge, data-driven Global risk management, accounting, and technology solutions across FX and interest rates.
As part of the Client Engagement Team, you will play a hands-on role in driving commercial growth by identifying new opportunities, developing outbound strategies, and initiating conversations with key decision-makers across corporates and investment funds. This is a great opportunity for someone with early commercial experience who wants to take ownership and grow quickly in a high-performance environment.
Key Responsibilities:
What You’ll Do
Lead Generation & Market Research
- Proactively identify and research potential clients through cold calls, outbound emails, social media, and digital tools.
- Qualify leads based on Deaglo’s ideal customer profile and strategic fit.
Pipeline & Opportunity Development
- Build and manage a healthy pipeline from initial contact through qualification.
- Set and attend discovery meetings with senior stakeholders to understand client needs.
Strategic Outreach
- Execute structured, multi-channel outbound campaigns using LinkedIn, phone, and email.
- Drive engagement and ensure low no-show rates with personalized follow-ups and meeting confirmations.
Sales Process & CRM Management
- Maintain accurate records and activity tracking in HubSpot.
- Monitor key performance indicators and contribute insights to continuously improve targeting and messaging.
Cross-functional Collaboration
- Work closely with senior Risk Management, marketing, and product teams to optimize value propositions and outreach strategies.
- Provide market feedback to influence campaign design and product positioning.
Requirements:
What We’re Looking For
- Experience: 5 years in sales, lead generation, or business development roles. Experience in consulting firms, financial services, fintech, or SaaS is preferred.
- Skills: Understanding of financial markets and related instruments, including risk management products and derivatives.
- Sales Fundamentals: Confidence in initiating conversations and handling objections.
- Tools & Tech: Proficiency with CRMs (especially HubSpot), sales engagement tools, and Google Workspace.
- Languages: Native-level proficiency in Portuguese and upper-intermediate to advanced proficiency in English (B2–C1 level) is required. Spanish is a plus.
- Communication: Clear, concise communicator with excellent interpersonal skills and a client-focused mindset.
- Ownership & Structure: Organized, KPI-driven, and capable of self-managing your outreach plans and performance analysis.
- Growth Mindset: Eagerness to learn, iterate, and take on new challenges in a fast-paced environment.
Benefits:
- Competitive compensation package, including performance based incentives.
- Strategic visibility across firm leadership and key stakeholders
- Dynamic in office environment
- A chance to build and mold a team.
- Unlimited PTO
About Deaglo:
Deaglo is a global financial services consultancy that combines advanced technology with institutional expertise to help clients manage financial risk with precision and confidence.
Established in 2019, Deaglo delivers integrated solutions across foreign exchange risk management, interest rate risk management, and accounting services, empowering clients to make informed, strategic decisions in dynamic markets.
Deaglo works seamlessly with organizations to simplify complex exposures, enhance financial performance, and optimize operational efficiency. From strategy through execution, Deaglo provides the clarity, control, and confidence needed to achieve lasting results.