As a Sales Engineer at Pipefy, my goal was to create the best process structure inside our platform, making sure the client's current process was translated to Pipefy.- Create custom prototypes to leads that wanted to understand how their process/workflow would look like inside Pipefy;- Create the whole client's customized process based on workflow documentation sent (SIPOC);- Make sure key-features were being used in the structure;- Create and support Integrations between Pipefy and other platforms (SAP, Google Sheets/Docs, Slack, MS Teams, etc) using our iPaaS partner, Workato.

As Customer Success Manager, I empowered the doers in my portfolio driving them to their success:- Managed around 80 companies driving them to structure, organize, centralize and automate their process workflows such as Recruitment, Purchase, Employee Onboarding/Offboarding, Sales pipeline and others;- Create and present QBR (Quarterly Business Reviews) in order to demonstrate the value our software was providing to the client and ROI calculation;- Provide training to new clients;- Provide training about new product features;- Guarantee a good Product Health Score (make sure clients were using the most of our tool);- Seek for new opportunities to expand the account, bringing more departments to use Pipefy and raising MRR;- Outbound prospection on new departments for current customers;- Connecting the client to their necessities regarding Product, Marketing and Finance teams.

Conta Azul provides an ERP solution for small to medium businesses. As Partner Success Manager, I managed a portfolio of 60 accountacies that helped spread Conta Azul software to their customers:- Onboarding of new accountancies, providing product, digitization and metodology trainings;- Direct and indirect involvement in process improvement projects;- Monitor and report main portfolio KPI's, such as MRR, Net Churn $ and %, product Heath Score;- Structure and present ROI in QBRs to partners- Salesforce, Metabase, Google Data Studio

As an Customer Success Analyst, my main objective is to monitor the customer journey inside Conta Azul. In general my goal was to identify improvements and opportunities to ensure that each of our customers receives adequate touch's (from tech to high) during their lifecycle, providing an appropriate experience to achieve the required result of our customers:- Development of segmented content for customer engagement via tech-touch, using email channels, Whatsapp and message trails in the product (Intercom); - Content mapping, script creation and recordings for webinar streaming, essential for the implementation of Conta Azul's product to the client's business. Fundamental process to scale onboarding;- Searching and implementing new actions that maximize results in onboarding. Managing pre-defined KPI's that validate their results (PDCA).

Responsible for the delivery of R$700K on payroll loans for retirees, actively prospecting new customers and offering different types of products.