Workana

Freelancer marketplace connecting clients with professionals

Ejecutivo Comercial Junior

Field Sales +1Confirmed live in the last 24 hours

Full-timeMexico City, CDMX, Mexico

About the Job

Requirements

The candidate must have 1 or 2 years of experience in financial leasing, business credit, or SME financing.
The candidate must have experience with prospecting, cold calls, and portfolio development.
A degree in Administration, Finance, Economics, Business, or a related field is required; the degree certificate is indispensable.
The candidate must be proficient with CRM systems and commercial tools.
The candidate must be proficient with Microsoft Office.
The candidate must have intermediate or advanced English proficiency.
The candidate should demonstrate negotiation, results orientation, customer orientation, effective communication, organization, responsibility, problem-solving, and analytical skills.

Responsibilities

Develop and manage commercial relationships with small and medium-sized businesses, promoting leasing solutions for productive assets.
Identify business opportunities, advise clients on financing, and ensure commercial placement objectives are met.
Prospect and develop new opportunities in the SME segment.
Promote leasing solutions for machinery, equipment, transportation, technology, and other productive assets.
Manage client relationships through visits, calls, and continuous follow-up.
Support the end-to-end sales process, from prospecting through closing.
Analyze financial needs and structure financing proposals.
Manage and follow up on the assigned portfolio.
Identify renewal and expansion opportunities.
Meet commercial objectives and placement targets.
Use a CRM to manage leads and the sales pipeline.
Coordinate with internal teams to ensure proper execution of transactions.

Ejecutivo Comercial Junior

Workana · Mexico City, Mexico · — · Posted 2026-04-27

Workplace: on_site

Department: Non-Tech

Description

Desde Workana estamos acompañando la búsqueda de perfiles comerciales orientados a PyMEs, con experiencia en financiamiento y colocación de soluciones de arrendamiento de activos productivos.

El rol está enfocado en desarrollar cartera, generar nuevas oportunidades y acompañar a los clientes en todo el proceso de estructuración financiera.

Objetivo del rol

Desarrollar y gestionar relaciones comerciales con pequeñas y medianas empresas, promoviendo soluciones de arrendamiento de activos productivos.

Identificar oportunidades de negocio, asesorar a los clientes en financiamiento y asegurar el cumplimiento de los objetivos de colocación.

Responsabilidades principales

Prospectar y desarrollar nuevas oportunidades dentro del segmento PyME
Promover soluciones de arrendamiento (maquinaria, equipo, transporte, tecnología, entre otros)
Gestionar el relacionamiento con clientes mediante visitas, llamadas y seguimiento continuo
Acompañar el proceso comercial end-to-end (prospección → cierre)
Analizar necesidades financieras y estructurar propuestas de financiamiento
Gestionar y hacer seguimiento de la cartera asignada
Detectar oportunidades de renovación o ampliación
Cumplir con objetivos comerciales y metas de colocación
Utilizar CRM para gestión de leads y pipeline
Coordinar con áreas internas para asegurar la correcta ejecución de las operaciones

Requirements

1 o 2 años de experiencia en arrendamiento financiero, crédito empresarial o financiamiento PyME
Experiencia en prospección, llamadas en frío y desarrollo de cartera
Licenciatura en Administración, Finanzas, Economía, Negocios o afines (título indispensable)
Manejo de CRM y herramientas comerciales
Paquetería Office
Inglés intermedio/avanzado

Competencias adicionales

Negociación
Orientación a resultados
Orientación al cliente
Comunicación efectiva
Organización y responsabilidad
Resolución de problemas
Habilidad analítica

Benefits

Tipo de contratación

Contrato inicial de 3 meses (periodo de prueba)
Posibilidad de contrato por tiempo indefinido según performance
Modalidade presencial
salario fijo + variables por colocación

Apply

Apply at Workana

About the Company

Workana

Freelancer marketplace connecting clients with professionals

Workana connects businesses with independent professionals in Latin America through a freelancer marketplace. Clients post projects and hire talent across fields like IT, design, marketing, and admin support, while freelancers create profiles, showcase skills, and bid on opportunities. The platform earns commissions on completed projects and uses an escrow system to securely hold client payments until the work is finished to the client's satisfaction. It differentiates itself by focusing on the Latin American market, using freelancer rankings and tiers, and growing through regional expansion and partnerships to simplify hiring remote talent with secure transactions.

Company size: 5,001-10,000
Company stage: Series C
Total funding: $15.8M
Headquarters: Buenos Aires, Argentina
Founded: 2012

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