Lucas Oliveira Cordeiro Email & Phone Number

Curitiba, Paraná, Brazil

Responsible for the B2B CS operations (Clinics) at Doctoralia Brasil.

Curitiba, Paraná, Brazil

At FinBits, I was responsible for the entire sales operation, from managing SDRs and BDRs in pre-sales to managing AEs/salespeople. The channels and partnerships team also was under my leadership. My challenge was to help the early-stage company consolidate PMF and unlock the GTM strategy.My main activities here included: implementing pre-sales, direct sales (inbound and outbound), and indirect sales (partnerships) strategies and playbooks, conducting tests and leading new projects… Show more At FinBits, I was responsible for the entire sales operation, from managing SDRs and BDRs in pre-sales to managing AEs/salespeople. The channels and partnerships team also was under my leadership. My challenge was to help the early-stage company consolidate PMF and unlock the GTM strategy.My main activities here included: implementing pre-sales, direct sales (inbound and outbound), and indirect sales (partnerships) strategies and playbooks, conducting tests and leading new projects, driving the construction of strategic planning and sales topline, building and monitoring sales OKRs, managing the team with 1:1s, weekly meetings, and individual development plans, as well as reporting sales results to the C-level and board. Show less

Curitiba Area, Brazil

At the end of 2019, I transitioned within Pipefy to take on the challenge of leading the implementation/onboarding team for new clients within the company's Customer Success (CS) structure. The main reason for this change was to lead a project aimed at obtaining data on the current implementation process, making necessary adjustments to reduce time to value and increase customer satisfaction without overloading the team and without compromising retention metrics. With the project's success, I… Show more At the end of 2019, I transitioned within Pipefy to take on the challenge of leading the implementation/onboarding team for new clients within the company's Customer Success (CS) structure. The main reason for this change was to lead a project aimed at obtaining data on the current implementation process, making necessary adjustments to reduce time to value and increase customer satisfaction without overloading the team and without compromising retention metrics. With the project's success, I remained as the team leader until my departure from Pipefy.My main activities included: maintaining good control over the team's capacity to onboard new clients, monitoring some implementations to assist the team and provide improvement feedback, managing the team and individuals through weekly team meetings, 1:1s, and the development of IDPs; leading tests and projects, and presenting the area's data/results to the company's C-level executives. Show less

Curitiba Area, Brazil

I joined Pipefy with the goal of building and defining the company's channel/indirect sales strategy. The first three months were dedicated to benchmarking with companies (both in Brazil and abroad) that already had established channel programs. This provided the foundation for the contract, model, and strategy we would use.With the revenue growth coming from this channel, the team also expanded, and I began managing a team. This team was divided into the three stages of indirect sales:… Show more I joined Pipefy with the goal of building and defining the company's channel/indirect sales strategy. The first three months were dedicated to benchmarking with companies (both in Brazil and abroad) that already had established channel programs. This provided the foundation for the contract, model, and strategy we would use.With the revenue growth coming from this channel, the team also expanded, and I began managing a team. This team was divided into the three stages of indirect sales: channel acquisition (hunters), onboarding of new channels, and channel relationship/development (farmers).My main tasks were: managing the team and individuals through weekly team meetings, 1:1s, and the development of IDPs; conducting forecast meetings and participating in meetings and events with key partners; leading tests and projects; and presenting the area's data/results to the company's C-level executives. Show less

Curitiba Area, Brazil

I participated in the Trainee Program in 2012, where I spent three months in training to assume a position as Corporate Manager I, serving companies with an annual revenue of up to 1M. I held this position for a year and a half. After that, I became Corporate Manager II, serving companies with an annual revenue of up to 80M.My main role was to provide services to the bank's corporate customers, offering financial solutions aimed at increasing the bank's results, such as opening checking… Show more I participated in the Trainee Program in 2012, where I spent three months in training to assume a position as Corporate Manager I, serving companies with an annual revenue of up to 1M. I held this position for a year and a half. After that, I became Corporate Manager II, serving companies with an annual revenue of up to 80M.My main role was to provide services to the bank's corporate customers, offering financial solutions aimed at increasing the bank's results, such as opening checking accounts, credit, investments, insurance, and payment solutions (POS Getnet).During this journey, I engaged in a lot of active prospecting, as well as conducting periodic visits to my client portfolio. I also performed extensive credit analysis and built investment portfolios for clients. During my time at the bank, I was certified by Anbima with the CPA-20. Show less

Curitiba Area, Brazil

I worked for a year and a half as a salesperson/account manager, being responsible for the entire sales cycle, from pre-sales, qualifying potential clients, and making cold approaches through outbound sales strategies, to closing the sale itself, managing the pipeline, and leading negotiations.My main activities included building, enriching, and analyzing cold lists, as well as approaching clients via email, phone calls, and LinkedIn. I was also responsible for conducting client visits… Show more I worked for a year and a half as a salesperson/account manager, being responsible for the entire sales cycle, from pre-sales, qualifying potential clients, and making cold approaches through outbound sales strategies, to closing the sale itself, managing the pipeline, and leading negotiations.My main activities included building, enriching, and analyzing cold lists, as well as approaching clients via email, phone calls, and LinkedIn. I was also responsible for conducting client visits and sales meetings (both online and in person), drafting sales contracts, handing off to post-sales, and updating the CRM.In my last year at Acessozero, I also managed and trained the sales team, while maintaining my activities as an account manager. During this time, I had my first leadership experience, conducting 1:1 sessions, PDI, and monitoring the forecast/pipeline of the salespeople.The main metrics I tracked in this role were: the number of cold leads generated, lead-to-meeting conversion rate, meeting-to-opportunity conversion rate, sales conversion rate / win rate (opportunity to closed deal), total pipeline value, new revenue closed, loss reasons. Show less

Lato Sensu Graduate Degree, Business Planning And Management

Lato sensu.

Bachelor'S Degree, Advertising

Highest score (5) by MEC (Brazilian Ministry of Education).

High School Diploma, Primary Teaching, Fundamental Teaching And High School