SoftExpert - Software for Excellence

Marketing Analyst

• Execute customer relationship, expansion, and cross-selling campaigns
• Create and configure landing pages, emails, segmentation, and automations in HubSpot
• Manage and update contacts and opportunities in the CRM, including data import and organization
• Support the organization and execution of webinars and in-person and online events, including operation in StreamYard
• Create and update sales materials, presentations, onboarding content, and communications for customers and partners
• Develop Marketing assets and materials using Canva and Figma
• Manage participant lists and post-event activities, consolidating and updating information in the CRM
• Support business teams with Marketing and customer and partner relationship initiatives

Junior Marketing Analyst – Customer Marketing

Support Engineer

• Provide technical support to customers, ensuring responsive, consultative, and high-quality service
• Analyze and diagnose incoming requests, identifying the root cause before escalating them to other teams
• Log, track, and resolve tickets while keeping customers informed throughout the support process
• Work closely with internal teams, including Product, Cloud, and Consulting, to ensure requests are resolved
• Support domestic and international customers in Portuguese and Spanish
• Meet established SLAs and monitor the team’s performance metrics
• Contribute to updating the knowledge base and standardizing support processes
• Continuously develop technical expertise and improve processes, proposing enhancements whenever necessary

Mid-Level Support Analyst

• Develop and execute content strategies focused on demand generation, search intent, organic visibility, topical authority, and conversion
• Plan, produce, and/or guide the creation of content for different stages of the lead journey and business objectives
• Identify content opportunities based on search data, SERPs, competitors, keywords, trends, and performance
• Structure and evolve content/topic clusters, strategic pages, and internal linking strategies
• Apply on-page SEO fundamentals, including keyword research, search intent, titles, headings, metadata, URLs, and content optimization
• Optimize existing content to improve rankings, organic traffic, authority, and conversion
• Explore AEO/GEO and AI Search initiatives
• Lead end-to-end initiatives, connecting content, data, and business objectives
• Develop formats such as blog posts, research reports, e-books, interactive tools, landing pages, video scripts, and other assets
• Collaborate closely with SEO, PMM, Design, Product, Growth, PR, and other stakeholders

Content Marketing Analyst

• Provide technical support to customers
• Log, track, and resolve support tickets
• Meet SLAs and monitor departmental performance metrics
• Support customers during meetings and with technical requests
• Collaborate with other departments to resolve requests
• Contribute to process automation and improvement
• Create and update technical procedures and documentation
• Identify issues and propose improvements to the customer experience
• Pursue new knowledge and technology solutions

Junior Support Analyst

Full-stack Engineer

• Develop, maintain, and enhance systems and features using PHP, React, and SQL
• Develop and execute unit tests, contributing to solution quality
• Investigate, identify, and resolve issues during development
• Participate in code reviews and technical discussions, contributing to code improvements and optimization
• Apply programming, security, and quality best practices throughout the development process
• Use Git and artificial intelligence tools to support development activities
• Collaborate with different teams to build and evolve solutions

Junior Full Stack Developer – PHP, React

Solutions Engineer

• Identify and develop business opportunities with banks, credit unions, fintechs, insurers, consortium administrators, payment institutions, and other organizations in the financial services market
• Support Sales and Pre-Sales teams in opportunity qualification, requirements gathering, and the development of value propositions
• Lead discovery meetings to understand clients’ business challenges, regulatory requirements, and strategic objectives
• Develop models, accelerators, frameworks, and solutions focused on Governance, Risk Management, Compliance, Internal Controls, Audit, Vendor Management, and Business Continuity
• Organize and lead workshops, demonstrations, executive presentations, and discovery sessions with clients and prospects
• Act as a market subject-matter expert throughout the sales cycle, supporting demonstrations, proof-of-concept initiatives, and technical presentations
• Support implementation consulting teams in understanding business requirements and financial services industry best practices
• Participate in strategic projects, guiding the definition of processes, metrics, controls, and functional requirements
• Support initiatives to expand and enhance solutions for existing clients
• Contribute to content development for marketing campaigns, webinars, events, articles, case studies, and positioning materials for the financial services vertical
• Monitor trends, regulations, and best practices in the financial services market, sharing knowledge with internal teams and clients
• Deliver high-value specialized GRC consulting services, including value-chain analysis, risk methodologies, risk and control matrices, key risk indicators, and readiness for establishing the loss database (CADOC 5050)

Financial Solutions Consultant

Robotics

• Serve as the commercial driver for SoftExpert’s BPA offering
• Generate, qualify, and guide opportunities through to sale
• Conduct active prospecting within the existing customer base and new accounts
• Support the Marketing team with commercial content, including customer pain points, use cases, and sales arguments
• Open doors within accounts and schedule conversations with decision-makers and business units
• Lead a consultative sales approach, connecting pain points, automation, and outcomes
• Conduct an initial assessment of the customer’s processes and volumes
• Hand over the qualified scope to the technical team (Automation Builders)
• Follow opportunities through to closing and ensure continuity of the commercial relationship

Business Process Automation Consultant – BPA

Project Manager

• Manage SoftExpert Suite implementation projects for clients in the Pharmaceutical and Life Sciences sectors
• Ensure projects meet scope, timeline, quality, and financial sustainability requirements
• Lead project planning, activity tracking, and control
• Monitor risks, deviations, and blockers, proposing corrective and preventive actions
• Facilitate communication among clients, consultants, and the internal teams involved
• Ensure client engagement throughout all implementation stages
• Lead kickoff, status reporting, executive review, and project closure meetings
• Track project KPIs and support decision-making
• Ensure deliverables meet the client’s operational and regulatory requirements

Mid-Level Project Manager

• Design, implement, and evolve services and components with a focus on performance, scalability, and maintainability
• Participate in architectural decisions by evaluating trade-offs and documenting choices in ADRs and technical assessments
• Ensure quality through automated testing, code reviews, and consistent engineering practices
• Work on observability and reliability, using metrics, logs, tracing, and incident analysis and resolution
• Collaborate with Product, QA, and other squads to define technical scope and break down deliverables
• Provide technical support to less experienced engineers, disseminating best practices and internal framework standards
• Work on the AI Squad, contributing to the design, evolution, and support of critical platform components