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Tech Stack
Tools & technologiesERPSQL
About the role
Key responsibilities & impact- Conduct discovery sessions with CRM users to identify pain points, rework, and gaps in the sales process.
- Redesign pipelines, stages, properties, automations, and permissions in the current CRM.
- Act as Product Owner for the internal CRM, defining its vision, roadmap, and backlog; writing user stories and acceptance criteria; and prioritizing deliverables.
- Specify and oversee API integrations between the CRM and ERP (NetSuite), Metabase, marketing tools, and internal AI agents.
- Ensure governance and quality of commercial data, including a property dictionary, data-entry rules, deduplication, and audits.
- Plan and execute the migration from HubSpot to the internal CRM, including data mapping, testing, cutover, and a contingency plan.
- Lead change adoption among sales teams through documentation, training, and usage monitoring.
- Monitor CRM adoption and health metrics through dashboards.
- Ensure the CRM structure supports forecast rituals and Revenue metrics such as pipeline, conversion rates, and NMRR.
- Evaluate and select tools and vendors for the commercial stack, conducting RFP processes when necessary.
Requirements
What you’ll need- Proven experience implementing, administering, or enhancing CRM systems (HubSpot, Salesforce, or similar), including pipeline, property, and automation modeling.
- Knowledge of data and product management tools such as SQL, Metabase, Looker, or similar platforms; Jira; and backlog management.
- Experience with system integrations via APIs (REST, webhooks, Postman) and the ability to communicate technically with development teams.
- Excellent verbal and written communication skills, with the ability to present and communicate complex information clearly, concisely, and persuasively to different stakeholders.
- Strong results orientation, with experience working toward targets and deadlines.
- Ability to work independently and collaboratively with cross-functional teams.
- Ability to translate business needs into clear requirements, user stories, and acceptance criteria.
- Experience with data governance and quality.
- Experience in technology or SaaS companies is preferred.
- Experience with B2B sales processes, including pipelines, qualification stages, and forecasting, is preferred.
- Antifragile mindset.
- Strong sense of ownership and accountability.
- Team-oriented approach.
- Transparent communication.
- Commitment to results.
- Startup experience is a plus.
- Experience implementing a CRM from scratch or migrating between platforms is a plus.
- Technical background in infrastructure, databases, or software development is a plus.
- Experience with automation (n8n or similar tools) and AI agents applied to sales processes is a plus.
- Experience leading RFP processes and vendor selection is a plus.
- Additional education or training in Product Management is a plus.
Benefits
Comp & perks- Swile Benefits Card with a fixed monthly allowance of BRL 2,530.00 (CWB and RMC) or BRL 2,024.00 per month (other regions), covering meals, mobility, multi-purpose balance, and home-office assistance.
- Unimed or Amil health insurance with nationwide coverage.
- Odontoprev dental insurance.
- MetLife life insurance.
- TotalPass.
- Starbem, a health services platform supporting your physical, mental, and emotional well-being.
- Extended maternity and paternity leave through the Empresa Cidadã program.
- Development subsidy in partnership with Unico Skill, with options for undergraduate and graduate programs, language courses, and mentoring.
- Private English lessons for leadership and Level II specialists and above.
- Childcare assistance for children up to 8 years old.
- Fully equipped office with complimentary breakfast and afternoon snacks every day.
- Celebrations, social events, and team-building activities.
- Partnership with KÜK Station on office days.
- In-office massage.
- Birthday day off.
- Birthday gift card.
- Service anniversary gift cards.
- Recruta Loggers employee referral program with bonuses.
