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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and identifying business opportunities while effectively coordinating internal processes. Proficient in proposal preparation and maintaining accurate client information in CRM systems.
Highest-signal resume keywords
Client Relationship ManagementBusiness AnalysisProposal PreparationSales ExperienceExcel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisProposal PreparationSales ExperienceExcel ProficiencyPowerPoint Proficiency
Soft Skills
Strong Communication SkillsOrganization SkillsResilienceEmpathyOwnership Mindset
Tools & Technologies
CRM Systems
Industry Keywords
Corporate FinanceConsultingM&AB2B ProductsClient Portfolio Management
About the role
Key responsibilities & impact- Manage relationships with XP advisor channels, external partners, or an existing client portfolio
- Identify new business opportunities within the client portfolio
- Conduct initial analyses of companies’ business models and key performance indicators
- Qualify opportunities based on quantitative and qualitative criteria, and provide feedback on opportunities received from partners
- Schedule and lead client meetings
- Coordinate internal alignment and qualification discussions with Galapos’ technical leadership, diligently managing the proposal approval process
- Prepare scopes of work and proposal materials and presentations
- Act as the primary point of contact for partners and clients regarding questions, alignment, and delivery tracking
- Follow up on proposals, meetings, and documentation
- Keep the CRM and other platforms updated with key information about the client and partner journey
Requirements
What you’ll need- Bachelor’s degree completed or in the final years of study in Business Administration, Economics, or Engineering
- Knowledge of or strong interest in corporate finance and innovation
- Previous experience in sales or technical areas—such as finance, planning, or management—at consulting firms or other companies offering B2B products or services
- Proficiency in Excel and PowerPoint
- Interest in Galapos’ areas of activity: consulting, M&A, and incentives
- Strong verbal and written communication skills
- Organization, prioritization skills, and autonomy in managing a client portfolio
- Resilience and adaptability
- Empathy and the ability to build relationships based on trust
- Ownership mindset and proactivity
- Preferred: previous experience in B2B customer service, client relationship management, or Customer Success (CS)
- Preferred: experience in consulting, M&A, or financial project structuring
Benefits
Comp & perks- Unimed health insurance
- Mobility allowance
- FLEX meal or food allowance
- Salary bonus
- Sales commission
- Day off
- Gympass
- Free mental well-being support
- Galapos Learning Platform
- Sesc partnership
- Flexible working hours
- Primarily in-person work
- Availability to work in a hybrid model from our office in the Mostardeiro/Moinhos de Vento area of Porto Alegre
- Welcoming culture
- Company recognized as one of the best companies to work for in Brazil