Diego P. Email & Phone Number

State Of São Paulo, Brazil

Campinas, São Paulo, Brasil

- Customer Portfolio Management - Data analysis focused on results, action plans, goals, - Financial and Administrative Analysis of the partner company for the group's growth; - Creating graphics for macro and micro analysis (Power B.I, Data/Looker Studio) - Skills with CRMs (Hubspot, Trello, Google Sheets); - Service (by Zendesk, Whatsapp Business and Google Meeting and others); - B2B and B2B2C Consultative Sales of Financial Products (Bank Bills, ERPs, Up Sell, Cross Sell, Guarantor, Digital Account, Credit); - Monitoring and evolution processes of the client using the product (monthly report); - Gathering operational feedbacks and reports for product improvement; - Development of customer growth strategies; - NPS surveys and data analysis (by Tracksale); - Support for new ERP functionalities. - Customer Success Operations

Barueri, São Paulo, Brasil

- Customer portfolio management (Hubspot, Trello, Google Sheets); - Relationship (by Zendesk, Whatsapp Business); - B2B Consultative Sales - (Bank Bills, Digital Account) - Market research and gathering leads for prospecting purposes(Ideal Profile Study for each product to be offered); - Sales cycle management (Pipeline - HubSpot system); - Product/sales discovery (pricing analysis, customer pain survey, mapping and solution analysis); - Negotiations and After-Sales.

São Paulo Coast

- Lead portfolio management and ready-made portfolios, supervising customer satisfaction and challenges; - Got the best prospecting and meeting results during covid-19 crisis; - Efficient online and face-to-face assistance, resulting in confidence and great expectations in our customers; - Experience in SQL-based systems, PipeDrive, proficiency in Office (Power Point, Word, Excel, Outlook, Calendar, Teams); - Quick learning in operational ERP's systems and programs, expenses supervision and administrative and commercial expenses.

Goiânia E Região, Brasil

- Lead portfolio management and ready-made portfolios, supervising customer satisfaction and challenges; - Got the best prospecting and meeting results during covid-19 crisis; - Efficient online and face-to-face assistance, resulting in confidence and great expectations in our customers; - Experience in SQL-based systems, PipeDrive, proficiency in Office (Power Point, Word, Excel, Outlook, Calendar, Teams); - Quick learning in operational ERP's systems and programs, expenses supervision and administrative and commercial expenses.

Santos, São Paulo, Brasil

- Management of a select portfolio of bold clients for high-risk investments, platform evaluation; - Verification of rates, profitability, reliability and terms, responsible for analyzing income inputs and outputs; - Customer satisfaction with regard to managing risks and profits, knowledge in Blockchain, Exchange, and transactions.

Santos - São Paulo

- Administration, results and customer satisfaction, with financial analysis of the company; - Analysis on issuing receivables, payment default management, accounts payable, material quotation; - Workflow of statistical data and customer results, CRM administration, prospecting, closing contracts; - Consulting for Admin. of condominiums, presenting best practices and routines, advanced knowledge of the following systems: PRG Software, SCC – Condominiums, WorkOffice Constructors and Finance; - Conflict management and customer contracts presenting solutions for customer satisfaction; - Knowledge in bank reconciliations, issuance of receivables, currency transfers, statements, accounts - Payable with banks and their operators and intermediaries (communication vans); - Customer invoicing, supplier payments, cash flow analysis, expense simulations; - Monitoring how the forecasts would behave with regard the results of cash flow assumptions; - Identifying and discussing occasional distortions and discovering good investment opportunities.

Santos - São Paulo

Lead prospecting and consortium sales for natural persons and legal persons and analysis of the customer profile for the sale.

Bachelor’S Of Science In Applied Business Management, Bachelor’S Of Science In Applied Business Management

Activities and Societies: Activities and Societies: Combination of immersion in a real project, technical skills, and interpersonal.

Pathway Connect Certificate, Life Skills, Professional Skills, English, Algebra, Finances, Excel, Business Applications

Finanças Na Empresa, Financial Planning And Services

Bacharelado Em Administração, Administração De Empresas

Activities and Societies: TCC - A consistência do Transporte Público na cidade de São Vicente

Técnico De Manutenção De Aeronaves, Manutenção Aeronáutica