Globalfy

Role Description A Sales Executive I at Globalfy is responsible for negotiating sales, costs, and specifications with clients interested in purchasing our services. For this position, you’ll need strong commercial awareness about inside sales and sales techniques, strong communication skills, and the ability to manage client relationships. - Schedule meetings with potential clients and understand their needs. - Prepare and deliver appropriate presentations and demonstrations on products and services we provide. - Negotiate sales terms and contracts and handle objections from customers. - Act as a point of contact between customer and company, building a strong and trustworthy relationship with them. - Gather market and customer information to figure out necessities and new market trends. - Work with other departments (marketing, content, customer success) to maintain and boost customer experience. - Set sales goals and develop sales strategies. Qualifications - Advanced English and Spanish, both written and spoken. - At least 2+ years of experience as an SDR. - Demonstrated track record in consistently meeting or surpassing ambitious sales targets and quotas. Requirements - You have knowledge of sales frameworks such as BANT, SPIN Selling, GPCT, or Sandler Selling. - You are smart and hard-working. - You have an entrepreneurial spirit/experience with a strong growth mindset. - You are exceptional in communication skills to write email copy and sequence campaigns that convert. - You are adaptable and thrive in a fast-paced environment. - You are an active relationship builder who can collaborate with internal and external teams to continually improve processes and communication workflows. - You have proficient sales acumen encompassing lead generation, prospecting, and client engagement strategies. - You master sales and communication tools, CRM software (Hubspot), presentations, and technologies crucial to the sales process. - You have confidence in client interactions, objection handling, and presenting compelling solutions. - You are able to cultivate enduring relationships with clients and potential customers. - You have intrinsic motivation for sales success and a strong drive to exceed performance targets. - You are dedicated to researching and understanding client needs for a tailored and effective sales approach. - You have empathy and a customer-centric mindset to deliver personalized solutions. - You have a great sense of self-motivation, ambition, and determination. Benefits - A true builder’s environment, with autonomy and real ownership. - Space to test ideas. - A high-performing team and challenging, meaningful projects. - The opportunity to grow with the company and leave your mark. Schedule - Mon - Fri 9:00 am - 5:00 pm (East-time). - The position is full-time, which means that you must be available every working day between 9 am and 5 pm EST due to time-zone changing according to Daylight saving time in the United States. Type of recruitment - Remote (Curitiba or Joinville, Brazil). Our selection process We want you to have a smooth and transparent experience throughout your journey with Globalfy. Here’s what you can expect from our selection process: - Screening - Interview with HR - Interview with the Hiring Manager - Live assessment - Reference verification Note: The selection process may vary depending on the position and can include additional stages if necessary.

• Prospect and identify new partners through research, active outbound, and networking • Lead qualification conversations and advance negotiations independently • Negotiate and formalize agreements aligned with Globalfy's goals • Attend strategic events to expand the network globally, representing Globalfy in person • Guide new partners through onboarding efficiently and clearly • Serve as the partner's ongoing point of contact • Monitor partnership performance and propose data-driven improvements • Collaborate with Branding & Content team and support Sales and Operations teams

• Schedule meetings with potential clients and understand their needs • Prepare and deliver appropriate presentations and demonstrations on products and services • Negotiate sales terms and contracts and handle objections from customers • Act as a point of contact between customer and company, building a strong relationship • Gather market and customer information to understand necessities and new market trends • Work with other departments to maintain and boost customer experience • Set sales goals and develop sales strategies

Role Description We're hiring a Mid-Level Partnerships Analyst to take part in the full development cycle of strategic partnerships, from prospecting to onboarding, negotiation, and ongoing relationship management. You'll work directly with the Partnerships Manager and in collaboration with the Sales, Operations, and Branding & Content teams, playing a key role in expanding Globalfy's partner network. This position is for someone with a commercial drive, the energy to build real relationships, and genuine commitment to the partner's long-term success — it's not just about closing the deal, but making the partnership perform and grow afterward. Your main responsibilities - Prospect and identify new partners through research, active outbound, and networking; - Lead qualification conversations and advance negotiations independently; - Negotiate and formalize agreements aligned with Globalfy's goals; - Attend strategic events to expand the network globally, representing Globalfy in person; Relationship & Partner Success - Guide new partners through onboarding efficiently and clearly, ensuring a solid first experience; - Serve as the partner's ongoing point of contact, nurturing the relationship beyond deal closing; - Monitor partnership performance (referral volume, engagement, results) and propose data-driven improvements; - Identify signs of low engagement and proactively act to re-engage or strengthen partnerships; Collaboration & Strategy - Collaborate with Branding & Content team to plan, execute, and document joint actions with partners; - Work with Partnerships Manager to align priorities and mid-term strategy; - Support Sales and Operations teams to ensure a smooth journey for partner-referred customers. Qualifications - Advanced English, in writing and speaking; - 2+ years of experience in partnerships, business development, B2B sales, or commercial customer success; - Active commercial profile, comfortable with prospecting, negotiation, and building relationships from scratch (outbound doesn't scare you); - Strong negotiation and long-term relationship management skills; - Familiarity with HubSpot CRM and Google Workspace; - Organized, proactive, solutions-oriented profile; - Comfortable with AI tools (e.g., ChatGPT, Claude); - Availability and willingness to attend in-person industry events. Requirements - You’ll stand out if you… - Speak other languages, such as Spanish; - Have experience in accounting environments, info-product businesses, etc.; - Possess a background in customer success or account management with a commercial component; - Have knowledge of CRM best practices in B2B or SaaS contexts. Benefits - A true builder’s environment, with autonomy and real ownership; - Space to test ideas; - A high-performing team and challenging, meaningful projects; - The opportunity to grow with the company and leave your mark; Schedule Mon - Fri 9:00 am - 5:00 pm (East-time) The position is full-time, which means that you must be available every working day between 9 am and 5 pm EST due to time-zone changing according to Daylight saving time in the United States. Type of recruitment Remote (Brazil) Our selection process We want you to have a smooth and transparent experience throughout your journey with Globalfy. Here’s what you can expect from our selection process: - Screening - Interview with HR - Interview with the Hiring Manager - Live assessment - Reference verification Note: The selection process may vary depending on the position and can include additional stages if necessary. We’re looking forward to your application!

Role Description As a Bookkeeper, you will be responsible for performing fundamental bookkeeping tasks and providing support in maintaining accurate financial records for our clients. You'll handle accounting duties and assist in ensuring that financial transactions are recorded, reconciled, and reported in a timely manner. - Keep up to date the general ledger of customers, including recording financial transactions accurately and timely. - Reconcile bank and credit card statements with the general ledger, identifying and resolving any discrepancies. - Enter costs, expenses, and COGS into the accounting system, ensuring proper coding and classification. - Prepare income statements and balance sheets on a regular basis to provide accurate financial information. - Provide accounting support to internal stakeholders, answering questions and providing assistance as needed. - Ensure compliance with relevant accounting principles, regulations, and tax standards. - Keep up to date with current accounting and tax standards, attending professional development sessions or courses as necessary. - Collaborate with other team members to streamline and improve bookkeeping processes and workflows. - Maintain organized and accurate financial records, ensuring proper documentation and filing. Qualifications - Advanced English and Spanish. - Bachelor’s degree in Accounting, Finance, or a related field. - 2+ years of experience working with US bookkeeping. - Practical knowledge of accounting principles and practices. - Exposure to managing multiple client accounts simultaneously is beneficial. Requirements - Proficiency in accounting software (QuickBooks, Xero, etc.). - Ability to accurately record financial transactions and maintain ledger entries. - Understanding of financial reports such as profit and loss statements and balance sheets. - Strong attention to detail and accuracy in data entry and record-keeping. - Ability to spot discrepancies and rectify errors in financial records. - Clear and concise communication skills to interact with clients and gather necessary financial information. - Excellent organizational skills to manage financial documents systematically. - Efficient time management to meet deadlines and handle multiple client tasks simultaneously. - Analytical skills to reconcile bank statements, credit card transactions, and financial records. Benefits - A true builder’s environment, with autonomy and real ownership. - Space to test ideas. - A high-performing team and challenging, meaningful projects. - The opportunity to grow with the company and leave your mark. Schedule Mon - Fri 9:00 am - 5:00 pm (East-time). The position is full-time, which means that you must be available every working day between 9 am and 5 pm EST due to time-zone changing according to Daylight saving time in the United States. Type of recruitment Remote (Colombia). Our selection process We want you to have a smooth and transparent experience throughout your journey with Globalfy. Here’s what you can expect from our selection process: - Screening - Interview with HR - Interview with the Hiring Manager - Live assessment - Reference verification Note: The selection process may vary depending on the position and can include additional stages if necessary. We’re looking forward to your application!

• Keep up to date the general ledger of customers, including recording financial transactions accurately and timely • Reconcile bank and credit card statements with the general ledger, identifying and resolving any discrepancies • Enter costs, expenses, and COGS into the accounting system, ensuring proper coding and classification • Prepare income statements and balance sheets on a regular basis to provide accurate financial information • Provide accounting support to internal stakeholders, answering questions and providing assistance as needed • Ensure compliance with relevant accounting principles, regulations, and tax standards • Keep up to date with current accounting and tax standards, attending professional development sessions or courses as necessary • Collaborate with other team members to streamline and improve bookkeeping processes and workflows • Maintain organized and accurate financial records, ensuring proper documentation and filing

Role Description We are looking for a Senior Fullstack Engineer with a strong technical foundation to work on developing an application in the fintech / financial management space, involving external integrations and handling large volumes of data. - Develop end-to-end features (backend and frontend); - Build and evolve REST APIs; - Work with data modeling and query optimization; - Integrate with external APIs (e.g., Plaid); - Ensure code quality, testing, and technical standards; - Participate in architectural decisions. Qualifications - 5+ years of experience as a Full-Stack Developer; - Strong experience with Node.js + TypeScript (4+ years, including API design and production systems); - Solid experience with React / Next.js (3+ years, building scalable frontends); - Practical experience with PostgreSQL (data modeling and query optimization); - Strong experience designing and maintaining REST APIs in production environments; - Practical knowledge of authentication and security (e.g., JWT, access control, common web vulnerabilities); - Hands-on experience with Docker (building images, running containers, managing environments); - Good technical decision-making skills; - Proactive problem solving skills. Requirements - You’ll stand out if you… - Have experience with fintech or financial systems; - Have experience with external integrations and applied AI; - Possess knowledge of performance and scalability. Benefits - A true builder’s environment, with autonomy and real ownership; - Space to test ideas; - A high-performing team and challenging, meaningful projects; - The opportunity to grow with the company and leave your mark. Schedule Mon - Fri 9:00 am - 5:00 pm (East-time). The position is full-time, which means that you must be available every working day between 9 am and 5 pm EST due to time-zone changing according to Daylight saving time in the United States. Our selection process We want you to have a smooth and transparent experience throughout your journey with Globalfy. Here’s what you can expect from our selection process: - Screening; - Interview with HR; - Interview with the Hiring Manager; - Live assessment; - Reference verification. Note: The selection process may vary depending on the position and can include additional stages if necessary.

• Own the implementation and optimization of CRM campaigns across Email, WhatsApp, and other channels using HubSpot Marketing Hub • Design and manage automated workflows, ensuring efficiency, scalability, and alignment with business goals • Develop and execute communication strategies across the customer lifecycle (lead, onboarding, engagement, retention, churn) and for seasonal campaigns such as Black Friday, Webinars, tax season, and more • Build and maintain audience segmentation strategies to ensure relevant and personalized communication • Monitor campaign performance, generate reports, and build dashboards to track key metrics and identify optimization opportunities • Define and execute A/B testing strategies across content, timing, and other campaign variables to drive continuous optimization and performance improvement • Collaborate with the Marketing, Sales, and Customer Experience teams to ensure alignment on messaging and the customer journey • Identify and implement process improvements to increase efficiency and performance in CRM operations • Leverage AI tools (such as ChatGPT, Claude, and HubSpot AI features) to enhance email layouts, calls to action, automation, reports, and overall CRM performance

Role Description We are looking for a highly organized, detail-oriented, and strategic CRM Analyst to take ownership of our communication initiatives and customer lifecycle strategies. This role is ideal for someone with hands-on experience in HubSpot Marketing Hub, who can combine execution excellence with strategic thinking to optimize customer engagement across multiple channels, like Email and WhatsApp. You will play a key role in designing, executing, and improving CRM strategies that impact the entire customer journey, from lead generation to retention and churn. - Own the implementation and optimization of CRM campaigns across Email, WhatsApp, and other channels using HubSpot Marketing Hub. - Design and manage automated workflows, ensuring efficiency, scalability, and alignment with business goals. - Develop and execute communication strategies across the customer lifecycle (lead, onboarding, engagement, retention, churn) and for seasonal campaigns such as Black Friday, Webinars, tax season, and more. - Build and maintain audience segmentation strategies to ensure relevant and personalized communication. - Monitor campaign performance, generate reports, and build dashboards to track key metrics and identify optimization opportunities. - Define and execute A/B testing strategies across content, timing, and other campaign variables to drive continuous optimization and performance improvement. - Collaborate with the Marketing, Sales, and Customer Experience teams to ensure alignment on messaging and the customer journey. - Identify and implement process improvements to increase efficiency and performance in CRM operations. - Leverage AI tools (such as ChatGPT, Claude, and HubSpot AI features) to enhance email layouts, calls to action, automation, reports, and overall CRM performance. Qualifications - Advanced English (written and verbal). - Proven hands-on experience with HubSpot Marketing Hub (essential). - Strong experience with Email and WhatsApp communication strategies. - Advanced knowledge of Workflows within HubSpot. - Experience in building reports and dashboards, with the ability to analyze campaign performance and extract insights. - Strong understanding of customer lifecycle and CRM strategies across different journey stages. - High level of attention to detail and organization, ensuring accuracy in execution and data handling. - Experience using AI tools (e.g., ChatGPT, Claude). - Strong communication skills and the ability to work with different teams inside the company. Requirements - You’ll stand out if you have experience in global or fast-paced startup environments. - Have knowledge of CRM best practices in B2B or SaaS environments. Benefits - A true builder’s environment, with autonomy and real ownership. - Space to test ideas. - A high-performing team and challenging, meaningful projects. - The opportunity to grow with the company and leave your mark. Schedule - Mon - Fri 9:00 am - 5:00 pm (East-time). - The position is full-time, which means that you must be available every working day between 9 am and 5 pm EST due to time-zone changing according to Daylight saving time in the United States. Type of recruitment - Remote (Brazil). Our selection process We want you to have a smooth and transparent experience throughout your journey with Globalfy. Here’s what you can expect from our selection process: - Screening - Interview with HR - Interview with the Hiring Manager - Live assessment - Reference verification Note: The selection process may vary depending on the position and can include additional stages if necessary. We’re looking forward to your application!

Role Description As a Bookkeeper Level I, you will be responsible for performing fundamental bookkeeping tasks and providing support in maintaining accurate financial records for our clients. You'll handle accounting duties and assist in ensuring that financial transactions are recorded, reconciled, and reported in a timely manner. - Keep up to date the general ledger of customers, including recording financial transactions accurately and timely. - Reconcile bank and credit card statements with the general ledger, identifying and resolving any discrepancies. - Enter costs, expenses, and COGS into the accounting system, ensuring proper coding and classification. - Prepare income statements and balance sheets on a regular basis to provide accurate financial information. - Provide accounting support to internal stakeholders, answering questions and providing assistance as needed. - Ensure compliance with relevant accounting principles, regulations, and tax standards. - Keep up to date with current accounting and tax standards, attending professional development sessions or courses as necessary. - Collaborate with other team members to streamline and improve bookkeeping processes and workflows. - Maintain organized and accurate financial records, ensuring proper documentation and filing. Qualifications - Advanced English and Portuguese. - Bachelor’s degree in Accounting, Finance, or a related field. - 3+ years of experience working with US bookkeeping. - Practical knowledge of accounting principles and practices. - Exposure to managing multiple client accounts simultaneously is beneficial. Requirements - Proficiency in accounting software (QuickBooks, Xero, etc.). - Ability to accurately record financial transactions and maintain ledger entries. - Understanding of financial reports such as profit and loss statements and balance sheets. - Strong attention to detail and accuracy in data entry and record-keeping. - Ability to spot discrepancies and rectify errors in financial records. - Clear and concise communication skills to interact with clients and gather necessary financial information. - Excellent organizational skills to manage financial documents systematically. - Efficient time management to meet deadlines and handle multiple client tasks simultaneously. - Analytical skills to reconcile bank statements, credit card transactions, and financial records. Benefits - A true builder’s environment, with autonomy and real ownership. - Space to test ideas. - A high-performing team and challenging, meaningful projects. - The opportunity to grow with the company and leave your mark. Schedule Mon - Fri 9:00 am - 5:00 pm (East-time). The position is full-time, which means that you must be available every working day between 9 am and 5 pm EST due to time-zone changing according to Daylight saving time in the United States. Type of recruitment Remote (Brazil). Our selection process We want you to have a smooth and transparent experience throughout your journey with Globalfy. Here’s what you can expect from our selection process: - Screening - Interview with HR - Interview with the Hiring Manager - Live assessment - Reference verification Note: The selection process may vary depending on the position and can include additional stages if necessary. We’re looking forward to your application!