Assertiva

Sales Development Rep

• Receive, understand pain points, qualify, and schedule inbound leads and rework lists.
• Monitor the lead’s entry into the meeting and perform the handoff to the sales executive.
• Track the process through to deal closure.
• Complete all daily activities in the CRM.
• Enter and record information in the CRM.
• Keep your daily routine organized.
• Use phone, WhatsApp, LinkedIn, email, and other tools as contact channels.
• Monitor your daily results and report to your supervisor.
• Identify and report potential process improvements to your supervisor.
• Identify and report to your supervisor leads that do not meet the scheduling standards.

Sales Development Representative – Junior

Sales

• Collaborate with the commercial team and other departments across the company to ensure alignment and focus on results;
• Proactively prospect new clients through remote channels and identify business opportunities;
• Map customer needs, pain points and profiles, conducting a consultative sales approach;
• Present solutions clearly and technically, highlighting benefits, features and added value;
• Assess the client profile (needs, budget and decision-making capacity) to qualify opportunities;
• Lead commercial negotiations, prepare proposals and follow up through to closing;
• Ensure deals are closed with aligned commercial terms and mutual expectations;
• Monitor and manage the client portfolio during onboarding, ensuring close contact, support and alignment of requirements;
• Ensure correct formalization of contracts and documents related to sales;
• Keep the CRM up to date, organize the pipeline, record interactions and maintain constant follow-ups;
• Support market mapping and the identification of new opportunities, contributing to the expansion of the customer base.

Junior Sales Executive – PWD

Business Development Rep

• Mapear e listar decisores em nichos estratégicos.
• Realizar o enriquecimento de dados pré-abordagem, por meio de pesquisas no Google, LinkedIn e redes sociais, para identificar empresas com potencial dentro do ICP.
• Executar abordagens diárias por telefone (Cold Call), LinkedIn (Social Selling) e e-mail, garantindo o cumprimento da régua de contatos estabelecida.
• Identificar as dores latentes dos prospects e converter essas necessidades em agendamentos qualificados.
• Conduzir ligações de diagnóstico e agendar demonstrações técnicas da plataforma, com foco na resolução do problema identificado, facilitando o envio de propostas personalizadas.
• Agendar e garantir a presença do decisor em reuniões de fechamento com os vendedores, assegurando que o lead chegue qualificado e com alta percepção de valor.
• Manter o CRM rigorosamente atualizado, registrando históricos de contatos, motivos de perda e o status de cada oportunidade no funil.

Junior Business Development Representative

Account Manager

• Desenvolver e fortalecer relacionamento comercial com cooperativas singulares, centrais, confederações e demais instituições do cooperativismo.
• Prospectar novas cooperativas e identificar oportunidades de expansão da atuação da Assertiva dentro do segmento.
• Gerenciar carteira de clientes estratégicos, realizando visitas, reuniões periódicas e construção de planos de desenvolvimento das contas.
• Atuar de forma consultiva junto às lideranças das cooperativas, compreendendo necessidades, desafios e oportunidades de geração de valor.
• Elaborar propostas comerciais, negociar contratos e acompanhar todas as etapas do processo comercial.
• Desenvolver ações de relacionamento visando aumento de engajamento, fidelização e expansão da carteira.
• Mapear oportunidades de cross sell, upsell e novos projetos dentro das cooperativas atendidas.
• Acompanhar indicadores comerciais, metas, pipeline e forecast da carteira sob sua responsabilidade.
• Representar a Assertiva em eventos, encontros e iniciativas do ecossistema cooperativista.
• Trabalhar em conjunto com Marketing, Produto, Customer Success e demais áreas para garantir excelência na experiência dos clientes.

Gerente de Contas Estratégicas – Cooperativas

• Administer and configure the Salesforce platform, ensuring stability, organization and adherence to company processes.
• Develop continuous improvements to flows, page layouts, objects, automations and business rules within the CRM.
• Gather requirements from the Commercial, Customer Success, Marketing and Operations teams, translating needs into platform solutions.
• Create and maintain dashboards, reports and management metrics to support decision-making.
• Support integration projects between Salesforce and other systems used by the company.
• Ensure the quality, integrity and standardization of data stored in the CRM.
• Provide training and user support, promoting best practices for platform use.
• Identify opportunities to automate processes to increase productivity and operational efficiency.
• Monitor Salesforce platform updates, evaluating new features that may generate business value.
• Work collaboratively with Technology, Revenue Operations and Commercial teams on the continuous evolution of the Salesforce ecosystem.

Salesforce Analyst – Mid-level/Senior

• Collaborate with the commercial team and other areas of the company, ensuring alignment and a focus on results;
• Actively prospect new clients via remote channels and identify business opportunities;
• Map clients' needs, pain points and profiles, conducting a consultative sales approach;
• Present solutions clearly and technically, highlighting benefits, features and added value;
• Assess the client's profile (needs, budget and decision-making capacity) to qualify opportunities;
• Conduct commercial negotiations, prepare proposals and follow up through to closing;
• Ensure deals are closed with aligned commercial terms and mutual expectations;
• Monitor and manage the client portfolio during the onboarding period, ensuring proximity, support and alignment of demands;
• Ensure correct formalization of contracts and sales-related documents;
• Keep the CRM updated, organize the pipeline, record interactions and maintain consistent follow-ups;
• Support market mapping and identification of new opportunities, contributing to the expansion of the customer base.

Sales Executive, Junior

Revenue Operations

• Realizar o kick-off inicial com novos clientes, garantindo alinhamento das informações comerciais, expectativas e direcionamento das próximas etapas da jornada.
• Atuar na passagem de bastão entre Comercial e Customer Success, assegurando organização, clareza e qualidade das informações repassadas.
• Apoiar a validação das vendas realizadas, conferindo escopo contratado, informações comerciais e aderência da solução às necessidades do cliente.
• Acompanhar o processo inicial de onboarding dos clientes, apoiando a organização das demandas e experiência inicial da jornada.
• Atualizar controles, indicadores e acompanhamentos relacionados à operação comercial e onboarding.
• Apoiar o mapeamento, organização e melhoria contínua de processos operacionais das áreas comerciais.
• Identificar gargalos, retrabalhos e oportunidades de melhoria nos fluxos operacionais.
• Apoiar implementações e melhorias em ferramentas, automações e sistemas utilizados pela operação.
• Participar de reuniões, treinamentos e alinhamentos relacionados aos processos e operação comercial.