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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Revenue Operations and Sales Excellence, with a strong focus on CRM and BI technologies. Proven ability to design and implement sales methodologies and compensation plans while effectively influencing C-level executives and driving strategic decisions.
Highest-signal resume keywords
Revenue OperationsSales Methodology DefinitionCRM ImplementationCompensation Plan DesignB2B SaaS Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Process DevelopmentAnalytical ThinkingData-Driven Decision MakingQuota DesignTerritory Planning
Soft Skills
Influencing Without AuthorityStrategic ThinkingEffective PrioritizationPresentation SkillsTeam Enablement
Tools & Technologies
CRMPower BILookerSales ToolsBusiness Intelligence
Industry Keywords
B2B TechnologyInsurtechRegulated IndustriesSales OperationsPresales
About the role
Key responsibilities & impact- Own the forecast and pipeline, providing analyses and recommendations directly to the CRO and C-level executives
- Design the quota, territory, and compensation plan architecture in partnership with Finance and People Operations
- Define and execute governance for CRM, data, and sales tools
- Lead the evaluation and implementation of new technologies—including CRM, BI, and AI applied to sales
- Define the company’s sales methodology (SPIN, Solution Selling, MEDDIC, or equivalent) and drive its adoption across the team
- Structure and execute the sales team’s ongoing enablement program
- Define the technical opportunity qualification model and implement it with the presales team
- Structure the response process for strategic RFPs/RFIs and high-value proposals
- Serve as the link between Sales and Product, bringing market demand into roadmap prioritization
- Deliver forecast accuracy, a reliable baseline, and measurable improvements in sales cycle time and conversion; ensure the methodology is reflected in the CRM and that the quota and compensation plan is approved
Requirements
What you’ll need- 8+ years of experience in Revenue Operations, Sales Operations, Sales Excellence, or Presales, including experience with B2B SaaS
- Track record of building sales processes from the ground up, with autonomy and without a supporting infrastructure
- Advanced knowledge of CRM and BI (Power BI, Looker, or similar), with analytical thinking applied to business decision-making
- Experience presenting to C-level executives and influencing strategic decisions
- Experience in insurance/insurtech or B2B technology serving regulated industries is a plus
- Experience designing compensation plans is a plus
- CRM implementation or migration experience is a plus
- Thinks strategically while remaining hands-on operationally
- Leads through influence, without hierarchical authority
- Translates complex data into business decisions
- Prioritizes effectively and chooses what will have the greatest impact when everything seems urgent
Benefits
Comp & perks- Meal voucher
- Food allowance
- Bradesco health insurance
- Bradesco dental insurance
- Wellhub and TotalPass
- Transportation allowance
- Childcare assistance
- Profit-sharing and results-based bonus
- Life insurance
- Private pension plan
- Birthday day off
- Extended paternity leave
- Creditas partnership
- Variable compensation