Strategy Lead

Summary

Join dLocal's Corporate Development & Strategy team as a strategy athlete to contribute to the company's growth in 40+ emerging markets. You will build and maintain dLocal's 3–5 year strategic plan, identify secular trends in global payments, and pressure-test strategic narratives. The role involves global pricing strategy revamp, market prioritization, cross-functional strategic workstreams, and building financial models. You will also size TAM/SAM/SOM, support investor messaging, and drive alignment across various teams. This position blends high-level corporate strategy with hands-on strategic finance and analytics, requiring you to move between frameworks, data, models, and executive conversations.

Requirements

• 3–6 years of experience across strategy consulting, investment banking, private equity, in-house corporate strategy, strategic finance, or pricing/monetization strategy at a tech, payments, or fintech company
• Exceptional structured problem solving; can create frameworks from messy questions
• Advanced financial modeling skills (Excel or FP&A stack): scenario, sensitivity, unit economics, contribution margin, pricing waterfalls
• Ability to interrogate data quality, reconcile multiple sources, and get to “decision-grade” numbers
• Writes and presents clearly to execs; builds persuasive decks and models that tell a story
• Can move stakeholders from debate to decision
• Comfortable with ambiguity and global, fast-moving environments

Responsibilities

• Build and continuously update dLocal’s 3–5 year strategic plan
• Identify secular trends in global payments, regulation, FX, and digital commerce and translate them into strategic options
• Pressure-test strategic narratives for the executive team, the Board, and investors
• Global Pricing Strategy Revamp: build frameworks, run data analyses, model scenarios, recommend changes, support rollout
• Market & segment prioritization frameworks (ROI, margin, scalability, regulatory friction)
• Cross-functional strategic workstreams that turn “vision” into decisions, metrics, and sequencing
• Build and maintain decision-grade financial models alongside Finance, linking volume, pricing, take rate, cost-to-serve, and margin outcomes
• Develop scenario and sensitivity tools for new geographies, product bets, or commercial structures
• Size TAM / SAM / SOM by country and vertical; tie to revenue and gross profit potential
• Support investor messaging with data-backed strategic insights (working with IR and finance)
• Produce crisp strategy memos, board materials, and exec readouts
• Translate complex analytics into clear tradeoffs and recommendations
• Drive alignment across Finance, Product, Commercial, Legal/Reg, and regional leadership

Preferred Qualifications

• Payments, acquiring, or cross-border settlements experience is a plus
• Exposure to emerging markets payment landscapes is a plus
• Pricing strategy or revenue optimization project experience is a plus
• Fluent English required; Spanish a plus

Benefits

• Remote work: work from anywhere or one of our offices around the globe!*
• Flexibility: we have flexible schedules and we are driven by performance
• Fintech industry: work in a dynamic and ever-evolving environment, with plenty to build and boost your creativity
• Referral bonus program: our internal talents are the best recruiters - refer someone ideal for a role and get rewarded
• Learning & development: get access to a Premium Coursera subscription
• Language classes: we provide free English, Spanish, or Portuguese classes
• Social budget: you'll get a monthly budget to chill out with your team (in person or remotely) and deepen your connections!
• DLocal Houses: want to rent a house to spend one week anywhere in the world coworking with your team? We’ve got your back!