Consultant responsible for ensuring client satisfaction and identifying business opportunities in financial products. Involves operational tasks and direct supervision.
Responsibilities
Contribute to ensuring the satisfaction and knowledge growth of internal and external customers, generating revenue through high-quality service, building relationships of trust, and identifying new service opportunities. Receives guidance from direct management and handles low-sensitivity information. Decisions have short-term impact and affect direct results of their process or area. Has the knowledge to solve the simpler problems of the area. Performs basic, short-term operational tasks following standardized processes and procedures. Works under direct supervision.
Master the company processes related to your activities, executing them with quality and within established deadlines (time tracking, schedules, expense reporting, etc.).
Monitor implementations, meeting schedules and methodologies adopted by the company.
Provide user (client) support as guided by the person responsible for customer service.
Record all customer interactions to allow for client follow-up and progression.
Monitor customer satisfaction levels, report any dissatisfaction to the immediate supervisor and indicate potential customer loss risks.
Keep up to date on matters related to the product (business, legislation and technology).
Participate in implementation projects for your area, under supervision.
Support the promotion and demonstration of products, POCs and services in your area, assisting the commercial team in negotiations and tender analysis, under supervision.
Use company resources responsibly, always aiming to reduce expenses.
Manage and support planning of open agenda time to prospect new revenue, either recurring or one-off.
Perform other duties assigned by the immediate supervisor.
Requirements
Currently enrolled in a bachelor’s degree in administration, accounting or related fields;
Driver’s license (Category B) and availability to travel;
Experience in financial and accounting areas;
Experience with billing, expenses, fixed assets, investments and related activities;
Customer support experience;
Differential:
Knowledge or experience in the public sector;
Benefits
iFood card, valid for meals and food, to facilitate your daily meals;
Career growth opportunities—we want you to grow with us;
Education allowance to support your personal development;
National partnerships, including access to the GovernançaBrasil Benefits Club;
Unimed health plan, extendable to dependents;
Fleury telemedicine services for online medical consultations;
Dental plan to ensure ongoing oral health care;
Life insurance for you and your family’s protection;
Birth kit to support you and your newborn;
Employee referral bonus for recommending future colleagues;
Annual bonus as recognition for your effort and dedication;
Birthday bonus to celebrate your special day;
Weelhub wellness benefits, including gym access;
OnHappy benefits platform with discounts for travel;
“Perrengue Day” — an annual personal day off to use as needed;
Colmeia Shop — an exclusive platform with special product discounts.
We support the growth and development of our professionals through the Individual Development Plan (PDI) and annual performance reviews.
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