Charles Souza Email and Phone Number
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Professional with over 7 years of experience in SaaS. Throughout my career, I have worked in almost every aspect of the business, from acquisition to retention (Marketing, Sales, and Customer Success), holding roles such as Sales Development Representative, Implementation Success Manager, and Implementation Success Coordinator. Additionally, I have had experiences more focused on operations, such as training and development, and now, my objective is to oversee the entire company's Process and Project Management. This diverse journey has made me a multidisciplinary professional with the ability to work in Marketing, Sales, Customer Success, and Operations.
Leads2B
View- Website:
- leads2b.com
- Employees:
- 111
-
Operations ManagerLeads2B Jun 2023 - PresentCuritiba, Paraná, BrasilPrincipais responsabilidades:- Desenvolver e implementar estratégias operacionais para otimizar a eficiência e eficácia dos processos de negócios.- Coordenar e liderar projetos multifuncionais, garantindo a entrega dentro do prazo e do orçamento.- Realizar análises de dados para identificar oportunidades de melhoria e tomar decisões informadas.- Supervisionar as operações diárias e garantir o alinhamento com os objetivos estratégicos da empresa.- Colaborar com as equipes de Vendas, Marketing, Finanças, Sucesso do Cliente, Produto, Design, Engenharia e People, para desenvolver estratégias de receita escaláveis.- Servir como ponto focal para questões estratégicas e operacionais, fornecendo insights e recomendações ao CEO e à equipe executiva.- Servir como parceiro estratégico para o CEO e a equipe de liderança.- Trabalhar diretamente com o CEO na formulação e execução da estratégia corporativa.- Facilitar a comunicação e a colaboração entre os departamentos, promovendo uma cultura de trabalho integrada e orientada para resultados.- Assumir responsabilidades de planejamento e acompanhamento de iniciativas especiais e projetos estratégicos.- Atuar como mentor e líder para a equipe, promovendo o desenvolvimento profissional e o crescimento individual.- Reporte direto: CEO -
Business Operations Specialist | BizopsLeads2B Mar 2023 - Jun 2023Curitiba, Paraná, BrasilKey Responsibilities:Support leadership in planning, organizing, and coordinating operational activities.Provide recommendations and suggestions for improvement to leadership regarding performance-related aspects.Implement operational controls and monitor day-to-day operations, proposing actions and sharing insights that positively impact the desired results.Recommend and develop new processes to increase operational efficiency and optimize existing processes for improved efficiency and execution quality.Create, organize, document, and communicate processes, procedures, and/or protocols, distributing them to leadership to ensure understanding and engagement of the executing parties.Monitor company process execution to ensure compliance and performance of the areas.Conduct meetings with leadership to report on area results and OKRs.Be responsible for proposing and developing internal tools that enhance operational efficiency for the company.Manage internal company projects. -
Customer Success EnablementLeads2B Oct 2022 - Mar 2023Curitiba, Paraná, BrasilKey Responsibilities:Build tracks and playbooks of best practices, trainings, and resources to enhance customer relationship and negotiations with the customer base, optimizing the performance of Customer Success Managers (CSMs).Develop strategies to translate technical product communication into business language.Ensure that teams have the knowledge, skills, and attitudes necessary to optimize interactions with customers, ensuring achievement of results through the use of Leads2b solutions.Equip the CSM team with deep knowledge of our products, the market, persuasive skills, and objection handling techniques.Act as an interface between the Marketing teams (Customer Marketing), Product Marketing, and CS Ops.Continuously train CSMs on the company's products, seeking constant improvement.Teach the best techniques for account retention, account planning methods, prioritization based on Health Score, and customer service playbooks.Define metrics and measure the results of the implemented actions.Structure feedback from CSMs for internal teams and vice versa.Monitor the customer service process, relationship meetings, Executive Business Reviews (EBRs), trainings, team calls, to gather insights for process improvement. -
Implementation Success CoordinatorLeads2B Apr 2021 - Oct 2022Curitiba, Paraná, BrasilTeam management focused on system adoption metrics, productivity, and quality service.Risk management.Construction of individual development plans.Team building and development.Recruitment and selection.Training and qualification.Mapping and process improvements.Creation of playbooks and internal processes.Project management.Capacity management.Risk management in customer service.Quality management.1:1 career discussions and forecasting.Team reporting and forecasting.Implementation of agile methodologies and processes.Review of the onboarding model for new employees. -
Senior Implementation Success ManagerLeads2B Mar 2020 - Apr 2021Curitiba, ParanáProject management for the creation and optimization of B2B sales processes, including both Inbound and Outbound approaches.Key focus areas during meetings:Audience mappingSales strategy definitionOperations and sales routinesTracking and optimization of metricsLead qualificationDevelopment of sales cadencesPreparation of sales pitchesOptimization of the sales funnel -
Implementation Success Manager - Rd Station MarketingRd Station Feb 2017 - Dec 2019Florianópolis E Região, BrasilImplemented over 300 customers. Responsible for assisting new customers in their initial steps and their first Inbound Marketing campaigns with RDSM.Responsibilities:Identify issues within customers' business models.Create and develop Inbound Marketing strategies.Plan, develop, and design buyer personas.Implement techniques to increase lead generation through Landing Pages, Forms, and Pop-ups.Create and optimize relationship campaigns using Email Marketing.Develop Buying Journeys through Marketing Automation.Create, analyze, and optimize the customer sales funnel.Increase conversion rates to sales.Develop online and offline promotion strategies.Define, analyze, and regularly present reports and dashboards with marketing and sales metrics.Integrate Marketing, Sales, and CS systems to enhance productivity.Ensure effective communication with Marketing and Sales Managers, Directors, and company owners (CEOs).Support coordinators in the development of new team members.Assist in training new analysts. -
Customer Success Operations - Service Level Agreement (Sla)Rd Station Oct 2017 - Aug 2018Florianópolis E Região, BrasilAchieved over a 200% increase in alignment between Sales and Customer Success. Responsible for aligning the Inbound Sales and Customer Success (CS) departments, with a primary focus on continuously improving our Service Level Agreement (SLA) to ensure that customers purchase RD Station Marketing at the optimal time.Responsibilities:Create and maintain the Service Level Agreement (SLA) between Marketing, Sales, and CS.Audit new customers to ensure compliance with the SLA.Conduct monthly meetings with Marketing, Sales, and CS Managers to present monthly results.Ensure an exceptional customer experience from the initial stages.Define metrics for tracking and measuring results.Generate reports and dashboards for the Monthly Board Report. -
Sales Development Representative (Sdr)Rd Station Aug 2015 - Jan 2017Florianópolis E Região, BrasilResponsible for qualifying, prospecting, and generating sales opportunities. Achievements include:Creation of the first Pre-Sales playbook in Brazil.Benchmarking with three American companies to create a new Pre-Sales model for Resultados Digitais.Generated over 1500 sales opportunities.Responsibilities:Qualify marketing leads using the BANT methodology.Prospect new customers through phone calls and emails.Contact prospects to validate the Ideal Customer Profile (ICP).Utilize Spin Selling techniques.Ensure a consistent flow of new opportunities to the sales team.Utilize a consultative sales model.Schedule meetings for sales representatives.Proficient in using CRM (Pipedrive).Analyze and track sales funnel metrics.Evaluate funnel conversion rates. -
Accounting AnalystMondelēz International Oct 2013 - Feb 2014Curitiba E Região, BrasilResponsible for analyzing, controlling, reconciling, and reorganizing the cost center for ongoing import and export operations. -
Sales Intelligence InternMondelēz International May 2013 - Oct 2013Curitiba E Região, BrasilResponsible for overseeing four major projects in the following areas:Merchandising: developed a new module for sales representatives.Business intelligence: created dashboards for the National Board.Sales Tracking Tool: developed a new tool for monitoring the sales team.Change Management: provided support in creating change management strategies for the effective implementation of all projects, utilizing the ADKAR methodology (a results-oriented change management model).
Charles Souza Education Details
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Business Management -
Business Intelligence
Frequently Asked Questions about Charles Souza
What company does Charles Souza work for?
Charles Souza works for Leads2b
What is Charles Souza's role at the current company?
Charles Souza's current role is Business Operations Specialist | Product-Led Growth | Go-To-Market | Chief of Staff.
What is Charles Souza's email address?
Charles Souza's email address is ch****@****s2b.com
What schools did Charles Souza attend?
Charles Souza attended Universidade Positivo, Universidade Positivo.
Who are Charles Souza's colleagues?
Charles Souza's colleagues are Sabrina Muller, Leonardo Tobias, Vinícius Margraf Triaquim, 𝗦𝗼𝘂𝗿𝗮𝘃 𝗦𝗮𝗿𝗱𝗮𝗿, Tales Bacarin Lopes, Thalita Mikaeli, Priscila Santos.
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Charles Souza
Ib | Dp | Myp | Rosedale - English And Humanities Teacher - Professor De Inglês E Humanidades.São Paulo, Sp -
Charles Souza
São Paulo, Brazil
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