Analyst supporting North America business, focusing on Canada with financial reporting and analysis. Partnering with key stakeholders to improve profitability and performance management.
About the role
- Executivo de Vendas para serviços financeiros na Omie, uma empresa de tecnologia que busca prosperidade no ecossistema empreendedor brasileiro. Contato com clientes e oferta de serviços financeiros.
Responsibilities
- Contact customers and offer financial services.
- Ensure excellence in customer service across channels: Intercom, WhatsApp, Email, or Phone.
- Support and resolve questions about financial services for customers, the support team, or Omie ERP sales executives.
- Study the FAQs about financial services. Complete all relevant training. Serve as a product reference for financial offerings.
- Record and keep your portfolio updated in the Omie CRM.
- Follow the commercial engagement model to maintain standardized sales practices.
- Report tickets to internal teams or partners to resolve customer activation issues.
- Identify and flag gaps or opportunities to improve financial services.
- Be available to serve customers during the agreed business hours (9:00 AM to 6:00 PM).
- Participate in daily meetings (dailies) for continuous business improvement.
- Monitor and act on the customer activation onboarding pipeline.
- Work toward meeting targets while following the company’s rules and values.
- Operate on the lists provided by the planning team.
Requirements
- Bachelor’s degree in Business Administration, Economics, Engineering, Marketing, or related fields.
- Proficiency with Microsoft Office; familiarity with tools such as Slack (or similar) and Teams (or similar); and financial calculations.
- Minimum of 2 years’ experience in customer service (in-person or digital).
- Experience selling financial products such as checking accounts, credit cards, receivables financing/anticipation, loans, working capital, investments, or card payment terminals.
- CPA-10 or CPA-20 certification is a plus.
Benefits
- Flexible benefit / meal voucher: BRL 40.00 per workday.
- Home office allowance.
- Need to work on-site? We provide a transportation voucher. For those commuting by train/metro, a shuttle from the station to the office is available.
- Bradesco health plan.
- Amil Dental dental plan.
- Pharmacy assistance.
- Childcare allowance.
- Birthday day off to celebrate however you like.
- Access to partner apps and accredited gyms to support physical health and well-being.
- Partnerships with online therapy and meditation platforms for mental health support.
- Partnership with SESC - Credencial Plena.
- Exclusive discounts at leading universities and educational institutions for undergraduate, postgraduate and MBA courses, plus free access to Omie Academy for employees.
- Partnership with in-company English courses.
- Insurance discount program.
- Swile Shop: exclusive discount platform.
- Partnership with Dell: vouchers up to BRL 2,000.
- PPRL (performance-based profit-sharing program).
- Travel benefits.
- Life insurance.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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