• Atuar em Leads gerados pelo time de pré vendas (expansão); • Apresentar soluções para escolas, alinhando as necessidades identificadas com as soluções que a Agenda Edu pode proporcionar; • Cumprir padrão de comunicação/abordagem Agenda Edu. • Acompanhar escolas em negociação (follow up); • Realizar negociações com potenciais escolas parceiras; • Realizar a prospecção de escolas para geração de oportunidades; • Atualizar informações de atividades no CRM de vendas. • Analisar percepções sobre o cliente com assessores de engajamento e identificar pontos de dores, elaborando proposta de ampliação da experiência com a Agenda Edu, através do uso de novos produtos;

• Analizar procesos de negocio e identificar oportunidades de automatización con Power Platform . • Recopilar y definir requisitos funcionales junto a clientes y equipos de proyecto. • Diseñar y desarrollar soluciones utilizando: Power Apps (Canvas / Model-Driven Apps) • Power Automate • Power BI • Power Pages • Copilot Studio • Implementar flujos de trabajo automatizados y soluciones digitales. • Integrar datos desde: SharePoint • Dataverse • Microsoft 365 • Sistemas externos mediante conectores o APIs • Diseñar interfaces de usuario intuitivas y eficientes. • Documentar soluciones, flujos y procesos implementados. • Realizar pruebas, mantenimiento y mejora continua de aplicaciones. • Capacitar a usuarios finales y dar soporte funcional.

Role Description As part of our continued growth, we are seeking an experienced File Reviewer to join our UK Compliance team. This role will play a key part in ensuring advice quality, regulatory compliance and positive client outcomes through the review of financial planning cases and ongoing quality assurance activities. The File Reviewer will undertake pre-sale and post-sale reviews of financial planning cases, ensuring advice is suitable, compliant and aligned with FCA requirements, Consumer Duty expectations and internal policies. Working closely with advisers, paraplanners, supervisors and compliance management, the successful candidate will identify risks, provide constructive feedback and contribute to the continual improvement of advice quality across the business. Key Responsibilities - Conduct pre-sale and post-sale file reviews in accordance with the firm's risk-based monitoring framework. - Assess suitability reports, fact finds, client objectives, risk profiling, cashflow planning and supporting documentation. - Review recommendations involving pensions, investments, ISAs, GIAs, retirement planning and protection solutions. - Assess compliance with FCA Handbook requirements, Consumer Duty obligations and internal policies and procedures. - Identify suitability, regulatory and procedural concerns and clearly articulate findings. - Provide constructive and proportionate feedback to advisers and paraplanners to improve advice quality and client outcomes. - Escalate material risks, breaches or recurring issues to Compliance Management. - Assist with thematic reviews, quality assurance exercises and monitoring activities. - Support the production of management information and trend analysis relating to file review outcomes. - Contribute to the development and maintenance of file checking standards, guidance notes and compliance procedures. - Participate in adviser training sessions and workshops where required. - Support regulatory projects, audits and wider compliance initiatives. Qualifications - Level 4 Diploma in Financial Planning. - Minimum 3 years' experience within a compliance, file checking, quality assurance or paraplanning role within a regulated financial advice business. - Strong understanding of FCA regulatory requirements, suitability standards and Consumer Duty. - Good knowledge of pensions, investments, retirement planning and financial planning solutions. - Ability to assess complex advice cases and identify regulatory, suitability and conduct risks. - Strong analytical and problem-solving skills. - Excellent written and verbal communication skills. - Ability to provide clear, balanced and constructive feedback. - Strong organisational skills and ability to manage competing priorities. - High attention to detail and commitment to quality. Desirable Skills & Experience - Advanced Diploma in Financial Planning or progression towards Chartered status. - Experience of both pre-sale and post-sale file checking. - Experience supporting FCA visits, regulatory audits or compliance monitoring programmes. - Experience conducting thematic reviews and root cause analysis. - Knowledge of international and cross-border financial planning considerations. - Experience using financial planning, CRM and compliance monitoring systems.

• Technical support in the operating room (OR) (pre-, intra- and postoperative) for hospital staff • Advising on product application and specifications • Identifying sales opportunities across the entire product portfolio and additional products (cross- and up-selling), coordinating with field sales on sales tactics and initiating quotations • Optimizing the use of spine instruments and managing delivery-related tasks • Planning case support with Account Sales Representatives based on account prioritization • Training hospital staff to independently perform clinical procedures and use devices (on-site trainings, field training courses using existing materials and media) • Supporting conferences and meetings • Reporting activities and matters in accordance with management requirements