BI Analyst – Commercial Support

Alper Seguros

Analista de BI focusing on lead generation and qualification of leads for commercial support at Alper Seguros. Responsible for CRM management and multi-channel prospecting.

Posted 7/7/2026full-timeSão Paulo • 🇧🇷 BrazilMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Apollo

About the role

Key responsibilities & impact

Act as the company’s demand-generation engine, responsible for active prospecting and technical qualification of leads.
Analyze the commercial lead database on a daily basis.
Organize, clean and classify leads according to potential and profile.
Distribute leads to consultants based on defined strategic criteria.
Monitor response times and lead utilization.
Identify bottlenecks and opportunities in the commercial conversion process.
Request quotes for SME health insurance plans from carriers and partner platforms.
Support the commercial team in preparing commercial proposals.
Conduct multi-channel active prospecting (cold calls, emails and professional networks) to generate new business opportunities.
Qualify leads from both inbound and outbound sources by applying the technical criteria defined in the commercial strategy.
Map key decision-makers and influencers within the client’s organization, identifying pains and needs before scheduling meetings.
Ensure data governance in the CRM by keeping interaction histories and each lead’s information rigorously up to date.
Execute the handoff process to the sales team, providing detailed context on qualified opportunities.
Monitor performance indicators and funnel metrics to continuously optimize prospecting efficiency.
Provide strategic feedback to the Marketing team on lead quality and alignment with the Ideal Customer Profile (ICP).
Master sales automation tools and consultative approach techniques to ensure pipeline health and progression.
Actively collaborate with marketing and sales teams to ensure alignment with the company’s growth goals.
Identify interest triggers and address initial objections to increase top-of-funnel conversion rates.

Requirements

What you’ll need

Bachelor’s degree in progress or completed.
Strong spreadsheet skills (Excel/Google Sheets) and experience with communication tools (Slack, Zoom, etc.).
Experience at brokerages or insurance companies is a plus.
Knowledge of employee benefits is a plus.
Experience with CRM systems (e.g., HubSpot, Salesforce, Pipedrive).
Familiarity with prospecting automation tools (e.g., Apollo, Outreach, RD Station, Lusha, LinkedIn Sales Navigator).
Basic knowledge of email marketing and automation platforms (e.g., Mailchimp, ActiveCampaign).
Ability to understand the sales funnel and the Ideal Customer Profile (ICP).
Lead qualification techniques (BANT, SPIN Selling, GPCT, among others).
Strong verbal and written communication skills with clear and empathetic argumentation.
Ability to handle objections and adapt messaging according to the interlocutor.
Organization and discipline for pipeline management and daily targets.
Prior experience in B2B sales or in a startup/technology environment is desirable.
Basic knowledge of agile methodologies and performance metrics (sales KPIs).

Benefits

Comp & perks

Medical and dental coverage provided by Bradesco Seguros.
Meal or food allowance with a flexible card.
Transportation voucher.
Profit-sharing (PLR).
Total Pass: plans with top-tier gym partnerships and exclusive pricing.
Life insurance.
Partnerships with language schools, exchange programs, universities and various courses.
Discount on personal insurance for you, your parents, children and spouse.
Childcare assistance and programs that promote maternal and baby health.
Holiday off on Insurance Professional Day (Dia do Securitário).

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Lead Qualification TechniquesSales Funnel UnderstandingData Governance in CRMEmail Marketing KnowledgePerformance Metrics (Sales KPIs)

Soft Skills

Strong Verbal CommunicationEmpathetic ArgumentationOrganization and DisciplineAdaptability in Messaging