Beatriz Calistrate Email & Phone Number

- Manage a portfolio of 150+ North American client accounts, focusing on customer retention and growth, with the goal of achieving Net Revenue Retention & Account Retention targets.- Build and nurture long-term relationships through regular account-level debriefs, product demos, and check-in calls to ensure ongoing client engagement and satisfaction.- Identify and pursue growth opportunities within the existing client base by leveraging referrals and networking initiatives.- Utilize a structured workflow in the CRM to ensure that all accounts receive prioritized and regularly scheduled touchpoints.- Maintain an accurate and up-to-date pipeline forecast, reviewed weekly with management to ensure clear visibility into ongoing business opportunities.- Collaborate closely with Customer Success and Support teams to ensure seamless service delivery and maximize client satisfaction.

- Dynamic and results-driven with a successful background in managing portfolios of both Global and Brazilian accounts. - Proficient in utilizing data analysis to drive informed decision-making and prioritize portfolio initiatives. - Skilled in establishing, cultivating, and nurturing client relationships to gain insight into their needs and facilitate their success on our platform. - Adept at providing consultative guidance for expansion opportunities and developing tailored business and expansion plans based on customer data, with a strong focus on digital transformation. - Working cross-functionally with support, customer success, professional services, and finance teams to ensure customer satisfaction and meet evolving needs. - Committed to fostering strong, enduring customer relationships while actively engaging in cross-sell and up-sell expansions.

Curitiba, Paraná

- Global Onboarding Management: revamped and streamlined the onboarding process for new employees worldwide, ensuring a seamless transition and integration into the company culture.- Training Program Design and Delivery: designed and delivered comprehensive training programs for both individual contributors and leadership teams at Pipefy, fostering continuous learning and development.-Performance Evaluation Oversight: played a key role in overseeing Pipefy's semiannual performance evaluation process, conducting both quantitative and qualitative analyses to drive improvements and ensure alignment with company objectives.- Training Needs Analysis: Identified and assessed training needs across the organization, implementing targeted programs to address skill gaps and enhance employee capabilities.- Expertise in Radical Candor: specialized in fostering a culture of Radical Candor, promoting open and honest communication to drive collaboration, feedback, and growth within teams.- HR Process Enhancement: led initiatives to improve and optimize various HR processes, enhancing efficiency, effectiveness, and employee experience.- Development Plan Implementation: developed and executed detailed timelines for trainee programs, guiding participants through structured learning experiences to support their professional growth and career advancement.

Curitiba, Paraná

- Lead Qualification Expertise: Proficient in asking relevant questions to determine customers' needs, budget, authority, and timeline to qualify leads effectively.- Seamless Sales Transition: Worked closely with the sales team to hand off qualified opportunities, ensuring a smooth transition between the sales development and sales processes.- Customer Relationship Management: Provided information, resources, and guidance to leads, helping them better understand products or services and make informed decisions.- Performance Analysis: Analyzed activities and performance metrics like lead conversion rates and pipeline generation to refine strategies and tactics.- Lead Nurturing: Maintained relationships with leads not yet ready to make purchasing decisions, providing information and education to help them progress in their buyer's journey.- Cultural Adaptability: Demonstrated knowledge and cultural sensitivity regarding different international markets and regions, adapting approaches to different market dynamics and customer behaviors.

Betim, Minas Gerais

• Leadership and support in the Internship (EID) and Apprentice programs focused on the development of training projects.• Support in the Communication activities in order to engage employees.• Support in the HR System and contact with Payroll, Benefits, end employment, and Lifecycle teams for problem-solving.• Creation of HR purchase requests (SAP).• Site benefits focal point and support to the Legal team.

Belo Horizonte, Minas Gerais

• Support for the recruitment processes (opening of vacancies, CVs analysis, selection of the best candidates, and interview scheduling).• End employment interviews. • Creation of training and development projects.