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Work Background
Corretor SADiretor de Produtos Digitais
Jun. 2023São Paulo, BrasilComo Diretor de Produtos Digitais, tenho o privilégio de liderar a estratégia e o desenvolvimento de nossos produtos digitais no Corretor SA. Minhas principais responsabilidades incluem:
- Estratégia dos infoprodutos
- Lançamento digitais
- Gestão de Trafego
- Social Media & Digital Content
- CRM
- CRO
- funil de vendas digitais
ESCALEHead Business Operations - BU Finance Services
May. 2022 - Mar. 2023São PauloLeading and being accountable for the prioritization and execution of multifunctional plans with different departments (Product, Tech, Growth, Ops) to achieve revenue, contribution margin, and conversion rate key performance indicators (KPIs).
Conducting farming activities with partner(s), including Directors, Managers and Coordinators, to optimize lead generation, customer acquisition, and retention.
Crafting monthly sales targets and ensuring accurate profit and loss (P&L) calculation to measure marketing ROI and identify areas for improvement.
Ensuring compliance with contractual obligations by Escale and its partners to maintain a strong brand reputation and customer trust.
Leading the development and implementation of marketing analytics and business intelligence solutions, including the Business Analyst role, to facilitate data-driven decision-making and achieve marketing goals effectively.
ESCALEChief of Staff to business unit: finance service general manager
May. 2021 - May. 2022São PauloWork with senior leadership to define and execute strategic initiatives, including the development of OKRs and operational goals, and projecting quarterly results.
Monitor and analyze vertical performance, providing support and action plans to optimize operations.
Create and structure the Product Manager role in the Finance vertical, including hiring, onboarding, product rituals, and standardized demand flows.
Develop and implement a playbook for future partners onboarding
Define roles and responsibilities for the Business Owner position Analyze and identify opportunities to optimize contribution margin.
ESCALEHead of Project Manager - Finance
Feb. 2020 - Apr. 2021São Paulo, BrasilResponsabilities: Create Business Plans and define implementation strategies and focus areas.
Validate the projection of results by analyzing product knowledge, processes, and partner systems.
Ensure compliance with contractual obligations and define technological architecture and information security.
Identify activities, define the roadmap, validate the implementation timeline, and manage internal teams, partners, and vendors to ensure successful implementation.
Monitor and report on implementation progress and conduct end-to-end testing to optimize performance and drive business growth.
ESCALEHead of Project Manager - Telecom
Jul. 2019 - Jan. 2020São PauloAccountable for successful implementation of new partners with a 360-degree business perspective.
Designed internal processes and workflows for implementation, ensuring autonomy of key areas and adherence to agile rituals.
Conducted in-depth immersion on partner business and acted as internal spokesperson, utilizing growth strategies and brand positioning.
Acted as primary point of contact for partner during implementation and ensured all basic requirements were met.
Overall, my role focused on successfully implementing new partners, with a comprehensive understanding of the business and deep immersion into partner needs. I utilized my expertise in process design, agile methodologies, and cross-functional collaboration to ensure successful implementation and adherence to partner requirements.
Escale DigitalHead of Operations - Health Insurance
Aug. 2018 - Jul. 2019São Paulo e Região, BrasilOversaw the transition of the acquired family brokerage into a structured operation with established processes, KPIs, workflows, technology, and data management.
Implemented all necessary systems to unify operations, ensure traceability, enhance performance, and enable online results management.
Accountable for integrating Growth and Operations teams, identifying opportunities for improvement, reducing waste, and minimizing voluntary churn.
Designed payment and receipt workflows to streamline financial processes.
Overall, my role involved overseeing the transition of an acquired family brokerage into a structured operation with optimized processes, data management, and technology systems. I worked to unify operations and enhance performance, while minimizing churn and improving financial workflows.
Porto SeguroCoordenador de Processos
Oct. 2017 - Aug. 2018São PauloPrevious Job Titles: Process Coordinator
Customer Service Consultant
Manager of Information Management
Senior Customer Experience Analyst
Senior Process Analyst
Intern
Reporting to: Customer Service Strategy Manager
Team: 11 employees Responsibilities: Accountable for translating the strategic plan and budget from the Director into an executable plan, outlining expected results, challenges, and investments required to achieve projections.
Disseminated the strategic plan to all 400 employees through a structured communication ritual.
Monitored and tracked key strategic indicators, identifying gaps and opportunities for improvement.
Led process improvement projects, resulting in improved operational performance, and cost reduction for each product operation.
Influenced the Technology department by prioritizing projects and demands.
Managed data sources, ensuring compliance with the Customer Service guidelines, including applicability, maintenance, and standardization.
Overall, my role involved translating strategic plans and budgets into actionable plans, disseminating them across the organization and monitoring performance against key indicators. I led process improvement projects to improve operational efficiency, influenced technology decisions, and managed data sources for compliance with Customer Service guidelines.
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