Description
Job Summary:
An operational professional to execute and control financial routines, manage customer database, monitor KPIs, and provide support using digital tools.
Key Highlights:
1. Proactive identification of commercial opportunities
2. Management and control of financial and administrative routines
3. Customer support and service through multiple channels
**Description and Responsibilities:**
**Schedule:** \-
**Level:** Operational
**Employment Type:** Full-time – CLT
* Execute and control basic financial routines, including accounts payable and receivable, reconciliations, cash flow management, and report preparation.
* Perform registrations, verifications, and data updates, ensuring accuracy and compliance of information.
* Manage and maintain an updated customer database and CRM, including segmentation, follow-ups, and active portfolio control.
* Monitor KPIs and metrics such as delinquency rate, conversion rate, productivity, and commercial performance.
* Proactively identify commercial opportunities, including customer reactivations, upselling, and lead generation from the existing database.
* Provide customer support and service via phone, WhatsApp, and email, maintaining clear and professional relationships.
* Organize and prioritize tasks, efficiently balancing administrative and commercial activities.
* Utilize digital tools such as Excel/Google Sheets, financial systems, and CRM for information control and analysis.
**Requirements:**
* Completed high school education (a bachelor’s degree in progress in Administration, Accounting, Financial Management, or related fields is desirable).
* Prior experience with financial and administrative routines.
* Intermediate proficiency in Excel and/or Google Sheets.
* Strong verbal and written communication skills for customer service via phone, WhatsApp, and email.
* Organizational ability, attention to detail, and focus on accuracy.
**Benefits:**
Medical assistance, Performance bonus, Gympass, Meal allowance, Transportation allowance