Junior Pre-Sales Consultant, SDR – Vehicle Warranty

Omni Conectado

. Prospect, qualify, and convert digital credit opportunities by identifying customer needs and guiding customers throughout the entire journey.

Posted 10/16/2026full-timeSão Paulo • BrazilJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer portfolios and sales funnels while effectively guiding customers through the credit journey. Proficient in monitoring commercial KPIs and utilizing CRM tools to enhance customer experience and operational efficiency.

Highest-signal resume keywords

Customer Portfolio ManagementSales Funnel OptimizationCredit Journey KnowledgeKPI Monitoring and ReportingCRM Tool Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ManagementCredit AnalysisData AnalysisTransaction FormalizationCommercial Target Achievement

Soft Skills

Customer ServiceProcess ImprovementCommunication

Tools & Technologies

CRM ToolsCustomer Service SystemsExcel

Industry Keywords

Digital CreditCommercial KPIsSales ResultsOperational Development

About the role

Key responsibilities & impact

Prospect, qualify, and convert digital credit opportunities by identifying customer needs and guiding customers throughout the entire journey.
Manage a portfolio of customers and proposals, tracking opportunities from the initial contact through the formalization of the transaction.
Collect, verify, and regularize the information and documents required for credit analysis and contracting.
Manage the sales funnel and recover stalled opportunities, following up on pending items and seeking to maximize conversion rates.
Monitor commercial KPIs and sales results, reporting to management on sales progress, portfolio performance, key deviations, and identified opportunities.
Work closely with Credit, Operations, Product, and Sales teams, contributing to a smooth, high-quality customer journey.
Contribute to process improvements and share best practices that support operational development and an enhanced customer experience.

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Sales Management, Economics, Finance, Marketing, or a related field.
Previous experience in SDR, Inside Sales, commercial customer service, credit, or financial operations.
Knowledge of the credit journey, customer documentation, and transaction formalization processes.
Experience managing customer portfolios, sales funnels, and commercial targets.
Familiarity with CRM tools, customer service systems, and digital platforms.
Knowledge of commercial and operational KPIs, with the ability to monitor and report on performance.
Intermediate knowledge of Excel or data analysis tools.

Benefits

Comp & perks

Childcare assistance for children up to 6 years and 11 months old
TotalPass and Wellhub to support your physical health
Hybrid 3 days in the office / 2 days remote model
Flexible meal and food allowance card
Transportation allowance
Medical and dental insurance (SulAmérica, private-room coverage)
Life insurance
Wellness program (running and much more)
Birthday day off
Conexa Saúde – online consultations with no copay
Profit sharing
No dress code – be yourself!
Flexible working hours
Corporate University
And much more for you!