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Work Background
FinitiveDirector of Operations
Aug. 2022As the Director of Operations, my experiences encompass a wide range of responsibilities and accomplishments: - Tech and Data Automation: Owner of the Company's automation platform (Zapier), delivering highly proficient automation solutions.
Developed over 200% more automation processes, representing a 600% increase in automated tasks year over year (2021 to 2022).
Collaborated with the Tech team to optimize CRM and platform connections, resulting in a 30% efficiency gain and significant cost savings. - Streamlining Document Management Processes: Achieved a 43% reduction in NDA execution time through process optimization initiatives.
Spearheaded the development of a new automated Document Management system, leading to 20% cost savings and increased efficiency. - Data Quality Management: Led a comprehensive data maintenance project, both internally and externally, resulting in a 20% improvement in data quality from 2021 to 2022.
Developed insightful reports to track data management and support lead generation and marketing campaigns. - Product Development Collaboration: Mapped and designed processes for new and profitable programs like the Patent Funding Program and Partnerships Network development.
Focused on optimizing data structure and consistency, particularly for the White Label Partner functionality. - Remote Team Management:
Successfully managed an international team based in El Salvador, demonstrating autonomy and self-management skills.
Cultivated strong relationships with stakeholders across Business and Technology teams.
Consistently delivered high-quality results despite the remote setup. With a passion for operational excellence, I strive to drive innovation, improve processes, and deliver results. I am a dynamic leader who thrives on challenges and continuously seeks growth opportunities.
FinitiveOperations manager
Mar. 2021 - Aug. 2022New York, United StatesFinitive is the leading data-driven private credit marketplace. Our tech-enabled platform provides institutional investors with direct access to private credit transactions. Institutional investors can access a multi-trillion-dollar market of private credit opportunities across multiple asset classes and structures, including specialty finance, online lending, marketplace lending, and private credit funds. Borrowers gain efficient access to capital via a global network of investors who are actively allocating to private credit. As an operations manager, I have a proven track record of driving impactful results and operational excellence: Spearheaded a 70% increase in the investor base in 2021, showcasing strong business development skills and the ability to attract and engage new clients. Implemented a state-of-the-art Contract Management Platform, optimizing document execution processes. This streamlined approach significantly improved efficiency and reduced turnaround time. Successfully managed the Sales Pipeline, ensuring consistency and alignment within the sales team. This resulted in enhanced sales performance and improved revenue generation. Took charge of the Introducers Prospection process, leveraging strategic thinking and innovation to expand our network and forge valuable partnerships. Developed robust automations that seamlessly integrated systems, enhancing operational workflows and driving increased productivity. Ensured high-quality CRM data by implementing rigorous data control measures, leading to successful lead generation activities. Innovated and refined sales management processes, streamlining distribution channels and improving overall efficiency. These accomplishments reflect my ability to drive growth, optimize processes, and foster collaboration across teams. I am committed to delivering exceptional results and contributing to the success of the organization.
BATMarketing Finance Manager
Jan. 2020 - Mar. 2021
Souza CruzOperations Finance Manager
Aug. 2019 - Jan. 2020
Souza CruzFinance Global Graduate
Aug. 2018 - Aug. 2019
White MartinsAnalista de Planejamento e Distribuição
Jan. 2018 - Aug. 2018Rio de Janeiro e Região, Brasil
White MartinsEstagiário
Aug. 2016 - Aug. 2018Rio de Janeiro e Região, Brasil
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