Rafael Oliveira Email & Phone Number

Rafael Oliveira, a leader in financial services technology, boasts over a decade of strategic expertise dedicated to enhancing client operations through the lens of innovative technology solutions. Steering the Distribution Technology division at Neuberger Berman, he oversees a robust $20M technology portfolio, championing initiatives that drive revenue growth and streamline operations.Notable projects include directing a Vermilion reporting implementation, a move that slashed errors by 67% and boosted automated reporting by 40%. Oliveira's strategic acumen in program management, encompassing everything from project scoping to negotiation, equips marketing and sales teams with actionable, timely data that sharpens their focus on sales, client service, and product development.Rafael's track record in optimizing Salesforce operations, migrating critical data, and mastering analytics tools stand out. His adept leadership in merging Salesforce Deal Pipeline with Appian eliminated the need for 20+ spreadsheets, centralizing deal data, and automating workflows. This strategic overhaul has reclaimed more than 1,000 hours annually, improved data integrity, and sped up informed decision-making.Rafael's passion shines through in his ability to lead technical teams and his synergy with business leaders to conceive and implement state-of-the-art solutions that elevate company performance and catalyze business growth. His skill in vendor management, paired with the use of Agile methods, allows him to get the best out of both in-house resources and 3rd parties.With a B.A. in Information Systems and an MBA in Information Technology Management and Governance, Oliveira consistently broadens his technical expertise, which spans Salesforce, Sitecore, Snowflake, SQL Server, and AI. As a certified Project Management Professional (PMP) and a holder of Scrum certification, he is a fervent proponent of results-oriented processes that underpin client service excellence and product innovation.Rafael Oliveira is not merely leading engineering systems; he is a business partner architecting the digital infrastructure essential to the financial services sector, driving businesses into the future.

Listed skills include Microsoft Sql Server, Software Development, Itil, Sql, and 46 others.