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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales and customer service with a consultative approach to building long-term relationships. Proficient in managing pipelines, conducting follow-ups, and utilizing CRM systems to track performance and interactions.
Highest-signal resume keywords
Sales ExperienceCustomer Service ExperienceCRM Systems FamiliarityStrong Communication SkillsProactive Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Organizational SkillsResilienceResults-Oriented Mindset
Tools & Technologies
Digital Tools
Industry Keywords
Financial Market KnowledgeRelationship ManagementNegotiation SkillsLead ConversionPerformance Indicators
About the role
Key responsibilities & impact- Strengthen and expand relationships with leads, active customers, and former customers
- Proactively contact leads to convert them into new customers
- Conduct renewal, upgrade, cross-sell, and upsell negotiations
- Follow up with leads and customers through closing
- Serve as a point of contact for customer questions, requests, and needs
- Record interactions in CRM systems and track negotiations, requests, and performance indicators
- Communicate via phone, WhatsApp, email, and online chat
- Meet sales, renewal, and relationship-management targets
- Present results in performance review meetings (Gerot) and develop action plans
Requirements
What you’ll need- Experience in sales and customer service
- Strong written and verbal communication skills
- Consultative approach with a focus on long-term relationships
- Organization to manage the pipeline and discipline to conduct follow-ups
- Proactivity, resilience, and results-oriented mindset
- Familiarity with CRM systems and digital tools
- Knowledge of the financial market is a plus
- Availability to work in a hybrid format from Monday to Saturday in Vila Olímpia, São Paulo
Benefits
Comp & perks- Life insurance
- Meal allowance
- Transportation allowance
- Partnerships with Gympass and Zenklub
- Hybrid work model
- Institutional partnerships with learning opportunities
- Birthday day off
- Free Suno Black subscription for you and your immediate family members
