I am a professional with a solid trajectory in business, highlighting experience in customer service, lead qualification and prospecting, conducting strategic meetings, and effective presentations of products and services. I have proven skills in defining and achieving goals, combined with a strong results orientation, teamwork, and proactivity. I bring expertise in remote, in-person, or hybrid work environments. With a robust foundation in administration and a consistent track record of deliveries, I position myself as a versatile and committed professional, prepared to face the challenges of the current corporate environment.
Throughout my career, I have worked extensively with CRM systems such as Komo, Agendor, Pipefy, Overloop, Hubspot, and Omie, managing data input, lead classification, and follow-ups to ensure efficient sales processes. I am experienced in prospecting through LinkedIn, Sales Navigator, Apollo, and Econodata, and I maintain regular contact with leads via telephone, WhatsApp, email, and video calls.
I have contributed to increasing lead qualification and sales results, including a 30% growth in lead base and revenue at Maturi. My roles have included inside sales, customer experience, KYC consulting, and financial and operations coordination at Itaú Unibanco, where I managed teams, projects, and risk operations, and received multiple awards for service quality and customer satisfaction.
I am fluent in Portuguese, with intermediate English and basic Spanish skills, enabling me to handle international leads effectively. I am committed to continuous learning, having completed postgraduate studies in Information Security and various certifications in sales methodologies, customer experience, and process management.
I am eager to leverage my skills and experience to contribute to business growth and customer satisfaction in a dynamic and challenging environment.
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Updated CRM Komo for inbound lead classification from Instagram integration; updated CRM Agendor with company and business data; prospected leads using LinkedIn and Sales Navigator; contacted leads via phone, WhatsApp, email, and video calls; prepared reports for CEO; tabulated videos to increase leads; maintained daily productivity spreadsheets; conducted video meetings with qualified leads for institutional presentations and product sales; managed national and international sales cells requiring full-time Spanish communication; reorganized international lead spreadsheets and productivity reports, increasing qualified leads.
Qualified inbound leads; acted as Closer in SONAR project; updated CRMs Pipefy, Overloop, and Hubspot; contacted leads via phone app API 4, email, and WhatsApp; improved lead qualification speed and volume; contacted BMC Hyundai machine project clients for quality and NPS data, achieving 100% response rate.
Implemented commercial area; qualified and prospected B2C leads; used Apollo, LinkedIn, Econodata for prospecting; conducted consultative sales; used WhatsApp Business; expanded inbound lead contacts.
Implemented, updated, and used CRM Omie; qualified, prospected, and reactivated inbound and outbound B2B leads; used LinkedIn, Apollo, Econodata for lead location; conducted video calls with qualified leads for company presentation and pre-sales of Diversity and Inclusion product; grew lead base and revenue by 30% compared to previous year.
Used Digitalk platform; requested and verified documents for responsible area; guided clients on formalization and contracted products; exceeded monthly service target from 700 to 1050 with positive results and hiring.
Led activities, systems, and methodologies in finance and operations; managed and trained teams applying meritocracy; managed projects for result improvement; handled operational risk management; served internal clients to finalize contracted business; collaborated with peer areas for result improvements; managed crises and conflicts; sold, implemented, and supported customized and routine banking products; worked in retail, wholesale, and corporate segments managing high-performance teams; received awards for service quality, customer service, and wait time reduction; earned meritocracy bonuses and company-sponsored courses.
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