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Work Background
Pension Analyst II
BTG Pactual Pension Analyst II
Nov. 2020Brazil, São PauloLed backlog analysis and partnered with Technology teams to implement automation improvements within pension operations. • Reduced Salesforce-related service tickets from 100+ per month to approximately 10 per month (90% reduction). • Reduced overall backlog cases from 50 to 10 through structured monitoring and governance routines. • Improved operational efficiency by identifying root causes within Salesforce workflows and driving system enhancements. • Manage high-volume pension operations including portability transfers, withdrawals, claims, and annuity conversions.

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