Role Description We are looking for a highly organized, detail-oriented, and strategic CRM Analyst to take ownership of our communication initiatives and customer lifecycle strategies. This role is ideal for someone with hands-on experience in HubSpot Marketing Hub, who can combine execution excellence with strategic thinking to optimize customer engagement across multiple channels, like Email and WhatsApp. You will play a key role in designing, executing, and improving CRM strategies that impact the entire customer journey, from lead generation to retention and churn. - Own the implementation and optimization of CRM campaigns across Email, WhatsApp, and other channels using HubSpot Marketing Hub. - Design and manage automated workflows, ensuring efficiency, scalability, and alignment with business goals. - Develop and execute communication strategies across the customer lifecycle (lead, onboarding, engagement, retention, churn) and for seasonal campaigns such as Black Friday, Webinars, tax season, and more. - Build and maintain audience segmentation strategies to ensure relevant and personalized communication. - Monitor campaign performance, generate reports, and build dashboards to track key metrics and identify optimization opportunities. - Define and execute A/B testing strategies across content, timing, and other campaign variables to drive continuous optimization and performance improvement. - Collaborate with the Marketing, Sales, and Customer Experience teams to ensure alignment on messaging and the customer journey. - Identify and implement process improvements to increase efficiency and performance in CRM operations. - Leverage AI tools (such as ChatGPT, Claude, and HubSpot AI features) to enhance email layouts, calls to action, automation, reports, and overall CRM performance. Qualifications - Advanced English (written and verbal). - Proven hands-on experience with HubSpot Marketing Hub (essential). - Strong experience with Email and WhatsApp communication strategies. - Advanced knowledge of Workflows within HubSpot. - Experience in building reports and dashboards, with the ability to analyze campaign performance and extract insights. - Strong understanding of customer lifecycle and CRM strategies across different journey stages. - High level of attention to detail and organization, ensuring accuracy in execution and data handling. - Experience using AI tools (e.g., ChatGPT, Claude). - Strong communication skills and the ability to work with different teams inside the company. Requirements - You’ll stand out if you have experience in global or fast-paced startup environments. - Have knowledge of CRM best practices in B2B or SaaS environments. Benefits - A true builder’s environment, with autonomy and real ownership. - Space to test ideas. - A high-performing team and challenging, meaningful projects. - The opportunity to grow with the company and leave your mark. Schedule - Mon - Fri 9:00 am - 5:00 pm (East-time). - The position is full-time, which means that you must be available every working day between 9 am and 5 pm EST due to time-zone changing according to Daylight saving time in the United States. Type of recruitment - Remote (Brazil). Our selection process We want you to have a smooth and transparent experience throughout your journey with Globalfy. Here’s what you can expect from our selection process: - Screening - Interview with HR - Interview with the Hiring Manager - Live assessment - Reference verification Note: The selection process may vary depending on the position and can include additional stages if necessary. We’re looking forward to your application!

• Configuring application interfaces, maintaining reports, and vendor package applications. • Analyzing, designing, configuring, maintaining, testing, troubleshooting, and implementing changes to the various custom developed and package applications supported. • Learn business processes for supported applications and investigate and resolve production issues. • Develop technical designs that meet business needs and support the company’s IT direction. Develop clear documentation for completed products. • Creating and executing comprehensive unit test plans, developing test cases, assisting with integration, and completing system test plans. • Assist with coordination of software packaging requests where needed to support Asset Management. • Learning electric utility transmission and distribution related business processes. • Managing source code repositories, builds, and deploys. • Frequent interaction with business owners/stakeholders to gather requirements for new development projects, assist in defect resolution, etc. • Availability to work flexible hours to support our application portfolio.

-Join ABC Fitness, the leading technology provider for the fitness industry! The Role We are seeking a Principal Financial Analyst to join our Enterprise Finance Center of Excellence, a strategic team supporting finance leaders and functions across the globe. This is a senior individual contributor role with significant ownership and visibility, responsible for consolidated financial reporting, business partnering, expense forecasting, and supporting our AI and technology transformation. This role sits at the heart of our global financial operations, partnering closely with our internal Finance and Accounting teams, but also business leaders across Go to Market, Technology, and Corporate Services. This role will support short and long-term forecasting, accurate financial insights and responsible for continuous process improvement. You will own monthly consolidated financial reporting for internal leadership and our Board of Directors, maintain accountability for business partnering and expense tracking across corporate functions, and champion the adoption of AI and automation to modernize how we manage finance. This position is ideal for someone who thrives in a globally distributed environment, excels at building collaborative cross-functional relationships, is comfortable establishing new processes from the ground up, and is passionate about leveraging AI and automation to elevate financial operations. Based in Brazil, this role supports U.S. finance leadership with exposure to Europe, working across time zones in a global, English-speaking environment. What You'll Do • Own end-to-end consolidated financial reporting, including monthly close processes, financial statement preparation, and executive/Board deliverables • Serve as primary business partner to corporate functions (HR, IT, Legal, G&A), Sales & Marketing, Technology, or Product teams for monthly expense tracking, variance analysis, and forecasting • Develop and maintain rolling expense forecasts across all corporate and operational cost centers, identifying trends and risks • Build and optimize financial models and reporting processes to improve accuracy, timeliness, and scalability • Analyze financial performance across business units and functions, providing insights for decision-making and resource allocation • Conduct deep-dive analysis on spending patterns, cost drivers, and opportunities for operational efficiency • Partner with the Controller and Finance team to ensure compliance with accounting standards and internal controls • Support the development and implementation of AI and automation solutions across financial reporting, forecasting, and business partnering workflows • Identify and lead process improvement initiatives to transition manual, spreadsheet-heavy workflows into scalable, data-driven financial processes • Communicate financial results and insights clearly to diverse audiences including the Executive team, Board, and operational leaders • Maintain relationships and collaborate effectively across time zones and geographies, particularly with US and European leadership What You’ll Need • 7–10 years of experience in FP&A, corporate finance, business partnering, or consolidated financial reporting roles • Strong technical skills in Excel with expertise in building complex financial models and forecasts • Proven experience with monthly close processes, consolidated reporting, and financial statement preparation • Demonstrated ability to partner effectively with cross-functional stakeholders (sales, marketing, technology, product, operations) • High attention to detail, strong data integrity, and organizational discipline • Experience improving or automating financial processes and workflows; genuine interest in AI and automation applications • Ability to work independently with minimal supervision while collaborating effectively in a team environment • Comfortable operating in a fast-paced, private equity–backed environment with dynamic priorities • Strong communication skills and ability to translate financial data into clear insights for executives and non-finance partners • Experience with SQL, Python, BI tools, or financial automation platforms a significant plus • Ability to manage multiple projects simultaneously while maintaining high quality standards • Experience in B2B SaaS, payments, or vertically integrated software companies strongly preferred • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA a plus • English language skills If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

• This position supports the Health Services and Utilization Management functions and acts as a liaison between Members, Physicians, Delegates, Operational Business members, and Member Service Coordinators. • The incumbent prepares/presents appeals cases and participates in the Horizon Member Appeals Committee (MAC) & Expedited Subcommittee hearings. • Incumbent will mentor more junior staff by responding to questions and sharing expertise. • Performs review of service requests for completeness of information, collection and transfer of non-clinical data, and acquisition of structured clinical data from physicians/patients. • Handles initial screening for UM Appeals requests from physicians/members/facilities/authorized representatives via incoming calls or correspondence based on workflows. • Interacts with and supports Medical Directors. • Schedule and arrange peer to peer discussions with physicians and our Horizon Medical Directors. • Prepare, document and route cases in appropriate system for clinical review. • Responsible for the comprehensive explanation of previous denials, the scope of coverage, applied criteria, and how the case was handled. • Responsible for addressing questions posed by the appellant or committee and administrative support of completing the appeals process. • Conducts and provides root cause analysis to avoid future appeal occurrences. • Works with supervisor to develop and deliver refresher training to business teams on proper appeal referral, handling, and MAC case preparation. • Assists in the development of junior staff through mentoring, coaching and assisting them in the proper handling of appeal cases. • Assist with running and validating reports for the team. • Perform other relevant tasks as assigned by Management.