Marcelo Souza Serra Email and Phone Number
I am enthusiastic about new ways of seeing the world. I believe in the power of collaboration, innovation, and dedication.I was responsible for implementing and maintaining Salesforce (Sales, Service, and Marketing Cloud) in a startup, as well as contributing to the CRM system migration project from Salesforce to HubSpot.In addition, I assumed the role of Product Manager in a Salesforce CRM development team in the financial market.
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Senior Crm AnalystGrupo Caffeine Army May 2024 - PresentSalvador, Bahia, Brazil -
Crm Product Manager | @Xp Inc.The Bridge Social May 2023 - Jan 2024Salvador, Bahia, BrasilLed a development team to implement and maintain processes on the Salesforce platform (Sales Cloud) for the financial consultant teams of Rico and XP Investimentos.- Managed team using Agile Methodologies.- Gathered and analyzed technical requirements for new processes with business teams.- Designed and defined architectur of new implementations with development team.- Fostered and managed stakeholder relationships.- Ensured approval and quality control of processes and developments.- Conducted backlog management and definition using Azure DevOps.- Monitored and controlled process quality metrics. -
Crm AnalystSanar Oct 2019 - May 2023Salvador E Região, Brasil2023:- Define and manage backlog.- Create implementation roadmaps.- Coordinate daily work routines for CRM platform support.2022:- Participated in the migration process to the Hubspot platform.- Created workflows automations.- Mapped processes.- Supported, maintained and improved CRM processes.- Performed data cleansing.- Monitored data health metrics.- Integrated third-party platforms with Hubspot using ETL platforms and Webhooks.- Developed custom codes for data cleansing.- Implemented sales and service funnels.- Structured and analyzed lead scores.2019-2021:- Contributed to the Salesforce implementation project.- Developed technical skills in Salesforce (Marketing, Sales, and Service Cloud).- Maintained Salesforce platforms.- Implemented and improved CRM processes.- Automated processes using Flow and Process Builder.- Created validations rules.- Trained teams and onboarded new members on the platform.- Integrated third-party platforms with Salesforce using ETL platforms. -
Sales AnalystSanar Apr 2019 - Sep 2019Salvador E Região, Brasil -
Sales InternSanar Dec 2018 - Mar 2019Salvador E Região, Brasil -
Customer Success InternSanar Aug 2018 - Nov 2018Salvador E Região, Brasil -
InternTpc Logística Inteligente Feb 2017 - Jul 2017Salvador
Marcelo Souza Serra Skills
Marcelo Souza Serra Education Details
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Instituto Social Da BahiaEnsino Médio -
Engenharia De Produção
Frequently Asked Questions about Marcelo Souza Serra
What company does Marcelo Souza Serra work for?
Marcelo Souza Serra works for Grupo Caffeine Army
What is Marcelo Souza Serra's role at the current company?
Marcelo Souza Serra's current role is CRM | Salesforce CRM & Marketing Cloud | Hubspot | Product Manager.
What schools did Marcelo Souza Serra attend?
Marcelo Souza Serra attended Instituto Social Da Bahia, Universidade Federal Da Bahia.
What skills is Marcelo Souza Serra known for?
Marcelo Souza Serra has skills like Atendimento Ao Cliente, Microsoft Office.
Not the Marcelo Souza Serra you were looking for?
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Marcelo Serra de Souza, PMP®, MBA, Black Belt
Project Management | Program Coordination | Product Development | Engineering | QualitySão Paulo, Sp -
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