Connectly.ai

• Serve as the primary point of contact for a portfolio of clients. • Build and nurture strong, long-lasting relationships to ensure customer loyalty. • Act as a liaison between the client and the company to address any concerns or needs. • Identify upselling and cross-selling opportunities to increase revenue. • Develop account strategies to meet sales targets. • Monitor client accounts to ensure they are using services effectively and identify expansion opportunities. • Ensure clients are satisfied with the company’s products or services. • Conduct regular check-ins and resolve issues promptly. • Focus on client retention by delivering value and maintaining engagement. • Address any issues clients face and work with internal teams to provide solutions. • Advocate for the client’s needs within the company. • Work closely with the sales team to onboard new clients and hand off relationships. • Coordinate with marketing, product, and support teams to meet client expectations. • Provide regular updates to management on account status and key metrics. • Analyze sales data and customer behavior to inform strategies.

• Design and implement lead prospecting strategies and roadmaps which align with the company’s sales and marketing objectives • Research and identify potential leads through various channels • Qualify leads based on established criteria to determine their potential as customers. • Plan, execute, and optimize end-to-end lead generation campaigns using channels such as email marketing, social media, content marketing, SEO, PPC, etc. • Develop A/B testing strategies to identify and implement high-performing reach-out approaches. • Work closely with sales teams to ensure seamless handoff of qualified leads, track lead outcomes, and adjust strategies based on feedback. • Analyze lead generation metrics to evaluate campaign effectiveness and refine strategies for improved outcomes.

• Develop and maintain strong relationships with clients • Identify and pursue new business opportunities • Create and pitch compelling sales presentations • Negotiate contracts and close deals • Collaborate with internal teams to ensure client satisfaction • Meet and exceed sales targets and quotas • Analyze market trends and provide feedback for product improvements • Maintain detailed records of client interactions and sales activities in CRM software

• Develop and maintain strong relationships with clients • Identify and pursue new business opportunities • Create and pitch compelling sales presentations • Negotiate contracts and close deals • Collaborate with internal teams to ensure client satisfaction • Meet and exceed sales targets and quotas • Analyze market trends and provide feedback for product improvements • Maintain detailed records of client interactions and sales activities in CRM software

• Design, build, and maintain distributed backend systems using Go, AWS, Kafka, Postgres, and DynamoDB. • Collaborate cross-functionally with product managers, designers, and enterprise partners to define user journeys, performance goals, and success metrics. • Own critical parts of Connectly’s platform infrastructure — from messaging orchestration to data pipelines and API integrations. • Collaborate closely with product, AI, and frontend teams to deliver scalable, customer-facing features. • Ensure reliability, observability, and operational excellence across all services. • Establish, track, and iterate on performance metrics, leveraging data to optimize outcomes and drive measurable business results. • Work asynchronously with global teams, maintaining strong communication and documentation. • Plan and manage your workstream, making thoughtful tradeoffs between deadlines, quality, and innovation. • Mentor teammates, contribute to code reviews, and uphold engineering best practices in a fast-moving, distributed environment.

Are You Ready to Revolutionize Communication and Commerce with Connectly.ai ? At Connectly.ai , we’re transforming how businesses connect with their customers. Our mission is to enable seamless, intelligent conversations through AI-powered messaging. This is a bold, expansive vision that requires a team as dynamic, driven, and inventive as the technology we’re creating. To bring this vision to life, we’re looking for candidates who are passionate about redefining customer engagement and have a deep belief in the power of AI and WhatsApp to create genuine, impactful interactions. We seek individuals who are eager to tackle tough challenges, value continuous growth, and thrive in a collaborative, high-energy environment. We want teammates who are driven to make a lasting difference, undaunted by complex problems, and motivated to shape the future of conversational commerce. What It Takes to Thrive at Connectly.ai Our culture is ambitious and fast-paced, designed for those who want to work with top-tier professionals and are committed to excellence. If you’re ready to grow beyond what you thought possible, are excited about joining a mission-driven team, and are open to continuous learning, Connectly.ai might be the place for you. Connectly.ai ’s Vision: At Connectly, we’re building the future of conversational commerce in Latin America, starting with WhatsApp. Our 360° AI engagement platform empowers retailers to sell, support, and scale directly inside the app their customers already use every day. We’re a VC-backed Series B startup with a world-class team from Meta, Google, Uber, McKinsey, BCG and other leading companies. We operate as a hybrid organization, with offices in Bogotá and San Francisco, and distributed teams across Latin America, including Brazil, where many of our AI initiatives are based. If you’re ready to help shape this future with us, we can’t wait to meet you! Job Summary We are looking for a hands-on Controller based in Latin America to own the full accounting and financial operations function. This is a high-impact role reporting directly to the CFO. You will be responsible for the accuracy of our books across three geographies (US, Greece, Brazil),manage relationships with outsourced accounting firms, oversee month-end close and consolidations, and supervise a junior FinOps team member. This is not a back-office role. You will be the single point of accountability for everything backward-looking in finance: if the numbers are right, it is because of you. If they are wrong, it is on you. Responsibilities Month-End Close & Consolidations Own the end-to-end month-end close process across all entities (US, Greece, Brazil) Prepare and review consolidated financial statements under US GAAP Ensure intercompany eliminations, currency translation, and reconciliations are accurate Deliver close within established timelines with full documentation Outsourced Firm Management Serve as the primary point of contact for three outsourced accounting teams (US, GR,BR) Set quality standards, review deliverables, and hold firms accountable for accuracy Assess outsourced firm performance within first 90 days and recommend changes if needed Manage the transition if firms need to be replaced Financial Operations Oversight Supervise the junior FinOps associate (payments, billing, expense review) Establish and enforce internal controls and approval workflows Ensure compliance with local regulations across all jurisdictions Accuracy & Process Improvement Act as the quality gate for all financial data before it reaches the Head of Finance Identify and fix recurring accuracy issues in the books Document and standardize accounting processes across geographies Support external audit preparation and liaison Requirements

• Own the end-to-end month-end close process across all entities (US, Greece, Brazil) • Prepare and review consolidated financial statements under US GAAP • Ensure intercompany eliminations, currency translation, and reconciliations are accurate • Deliver close within established timelines with full documentation • Serve as the primary point of contact for three outsourced accounting teams (US, GR,BR) • Set quality standards, review deliverables, and hold firms accountable for accuracy • Assess outsourced firm performance within first 90 days and recommend changes if needed • Manage the transition if firms need to be replaced • Supervise the junior FinOps associate (payments, billing, expense review) • Establish and enforce internal controls and approval workflows • Ensure compliance with local regulations across all jurisdictions • Act as the quality gate for all financial data before it reaches the Head of Finance • Identify and fix recurring accuracy issues in the books • Document and standardize accounting processes across geographies • Support external audit preparation and liaison