Overview
At Lupa, we're hiring a Client Advisor to join a fast-growing, U.S.-based software services company specializing in CRM, CX, and AI platforms (Salesforce, HubSpot, Zendesk, and more). This is a fully remote, consultative, full-cycle sales role for someone who loves building trusted relationships and helping clients unlock more value from the platforms they already use.
This isn't a high-volume cold-calling job. Instead, you'll manage a portfolio of roughly 50 existing accounts, surface meaningful upsell and cross-sell opportunities, and guide senior stakeholders through technical conversations and product demos you can run independently. If you combine a consultative mindset with hands-on platform knowledge—and you're excited about the growing role of AI services in the market—this is a chance to own real revenue impact at a company that thinks globally and moves fast.
What You'll Do
Pipeline and Lead Management
Generate qualified pipeline through inbound follow-up, outbound outreach to existing accounts, events, and partner channels.
Proactively identify cross-sell and upsell opportunities within a portfolio of approximately 50 assigned accounts.
Partner with delivery and product teams to surface expansion signals such as adoption trends, renewals, and organizational changes.
Build multi-threaded outreach into existing accounts to create new opportunities beyond the initial engagement.
Full Sales Cycle Ownership
Own opportunities end-to-end: Qualification, Discovery, Demo/Presentation, Solution Design, Proposal/SOW, Negotiation, and Close.
Lead technical and value-based demos tailored to each prospect's environment, use cases, and desired outcomes.
Shape deals by defining scope, implementation approach, and measurable value; align internal resources to maximize win probability.
Navigate procurement and legal cycles, manage redlines, and negotiate terms efficiently.
Help drive awareness and adoption of a fast-growing AI services practice across the existing client base and the broader market.
Who You Are
Must-Haves
2–4 years of experience in sales, account management, or business development within consulting, digital marketing, or technology sectors.
Hands-on experience with CRM, CX, or AI software platforms (Salesforce, HubSpot, Zendesk, Intercom, or SugarCRM strongly preferred).
Proven track record of achieving and exceeding sales targets.
Excellent verbal and written English communication skills (C1 or higher required).
Strong negotiation skills with the ability to influence senior decision-makers.
Ability to run an initial demo for standard deals without relying on a technical resource.
Comfort working independently and managing time effectively in a fully remote environment.
Data-driven approach: comfortable using dashboards, scorecards, and KPIs to guide decisions.
Nice-to-Haves
Experience as a consultant who transitioned into a sales role.
Familiarity with sales engagement platforms.
Genuine enthusiasm for AI and how it can be applied across demand generation, client services, and the sales process.
How You Work
High-urgency, "anything is possible" mindset.
Move fast and own what happens.
Put clients first and collaborate with energy.
Bring a growth mindset and a willingness to innovate.
What's In It For You
Compensation: Competitive monthly salary in USD, positioned slightly above local market for senior talent. We estimate a range of USD $4,000–$5,000/month, depending on experience, plus a performance-based commission/bonus structure tied to sales targets.
Schedule: Full-time, aligned to general U.S. business hours.
Location: 100% remote, open to candidates across LATAM.
Deal Profile: Manageable, consultative sales cycles of 30–60 days with average deal sizes of USD $20,000–$25,000.
Application
Ready to take ownership of a portfolio and grow with a global, AI-forward team? Apply now through Lupa. Share your resume (and LinkedIn, if available), and a member of our recruiting team will be in touch to walk you through the next steps. We move quickly—so don't wait to throw your hat in the ring.