Relou RH

• Conduct consultative meetings with qualified high-net-worth leads • Apply the SPIN Selling methodology strategically • Diagnose clients' financial situation, objectives, and risks • Build personalized proposals based on data-driven analyses • Manage the pipeline with predictability and discipline • Execute structured follow-ups through to closing • Maintain the CRM accurately and up to date • Consistently exceed monthly targets

• Prospecting and developing a client portfolio • Raising funds and building long-term relationships • Strategic investment advisory on fixed-income and equity products • Monitoring clients' portfolio performance • Consultative approach focused on creating value • Meeting fundraising and growth targets

• Manage paid traffic accounts for e-commerce • Create, launch and optimize campaigns (Meta and Google) • Monitor metrics and identify opportunities for improvement • Ensure ongoing maintenance and growth of accounts • Propose strategies to increase performance and scale • Act quickly to identify and resolve issues • Communicate clearly and promptly with the team and clients

• Atuar diretamente no relacionamento com clientes via WhatsApp • Acompanhar a jornada dos clientes, garantindo evolução e resultado • Organizar demandas e direcionar tarefas para o time interno (via ClickUp) • Apoiar e orientar clientes sobre estratégias, execução e próximos passos • Identificar gargalos e agir com rapidez para destravar resultados • Participar de reuniões e manter comunicação clara, objetiva e estratégica • Garantir que prazos e entregas estejam sendo cumpridos com qualidade

• Provide reactive support via chat and WhatsApp • Assist in resolving customer requests with quality and efficiency • Aim to resolve the majority of inquiries, seeking team support when necessary • Ensure responses are provided within deadlines, keeping the customer informed • Contribute to reducing rework and ticket re-openings • Support identification of patterns and potential root causes of issues • Record and organize information to facilitate future analysis • Maintain focus on customer satisfaction (NPS)

• Desenvolver novas aplicações (web e mobile) • Evoluir e dar manutenção em sistemas já existentes • Atuar tanto em frontend quanto backend • Participar de demandas de DevOps e CI/CD • Trabalhar com diferentes stacks e desafios técnicos • Se comunicar com clientes (inclusive em reuniões) • Garantir entregas com qualidade e dentro dos combinados

• Manage a portfolio of clients with a focus on retention, growth and satisfaction (NPS) • Analyze paid traffic campaigns (primarily Meta Ads), identifying optimization opportunities • Monitor strategic metrics such as ROI, ROAS, CAC, LTV, churn and CPL • Lead strategic meetings and present performance results • Proactively work to reduce churn by anticipating risks and proposing solutions • Translate data into clear, actionable insights for clients • Collaborate with internal teams (traffic, creative, technology) to ensure consistent delivery • Contribute to improvements in Customer Success processes

• Realizar prospecção ativa (ligações, e-mails, LinkedIn e outros canais) para o mercado LATAM. • Qualificar leads inbound e outbound com base em critérios comerciais. • Agendar reuniões qualificadas para o time de vendas (closers/executivos). • Conduzir conversas iniciais com foco em entendimento de cenário e identificação de oportunidades. • Manter o CRM atualizado com atividades, interações e status dos leads. • Executar cadências de contato com organização e consistência.

• Conduct diagnostic (discovery) meetings with qualified leads. • Present solutions strategically, connecting them to the client's pain points. • Prepare proposals and manage negotiations through to closing. • Manage the sales pipeline and forecasting within the CRM. • Perform structured follow-ups and maintain relationships with prospects. • Focus on conversion and the quality of opportunities.

• Create weekly lists of qualified leads • Schedule prospecting emails using specialized tools • Make cold calls and send messages via WhatsApp, LinkedIn, and Instagram • Record and track the sales funnel in Pipedrive • Use systems such as Snov, Speedio, and Api4com to support prospecting