Pre-Sales Consultant (Mid-level)

Boavista Tecnologia

Lead qualification consultant working with various lead sources to nurture potential clients for a financial reconciliation company. Collaborating with sales team to schedule qualified meetings and optimize lead engagement.

Posted 7/27/2026full-timeFortaleza • 🇧🇷 BrazilMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Evaluate leads from multiple sources (marketing campaigns, events, referrals) to determine potential and fit with the company’s ideal customer profile;
Contact leads to validate information, understand their needs, and assess their level of interest and readiness to purchase;
Use advanced qualification techniques such as BANT (Budget, Authority, Need, Timing) and CHAMP (Challenges, Authority, Money, Prioritization) to ensure that only high-potential leads advance to the sales team;
Schedule qualified meetings between leads and sales representatives (SDRs/BDRs), ensuring calendars are aligned and appointments are convenient;
Confirm commitments and send reminders to all parties involved to ensure meetings occur as planned;
Maintain regular, personalized communication with qualified leads to nurture relationships and keep them engaged and informed about the company and its products;
Develop and implement nurturing strategies, sending relevant materials such as white papers, case studies and product updates to progress relationships with leads;
Provide detailed, contextual information about qualified leads to SDRs/BDRs, including interaction history and specific needs identified during qualification;
Operational Support: Assist SDRs/BDRs in creating and updating sales materials, scripts and outreach strategies, ensuring they have the tools needed to close deals;
Maintain detailed and up-to-date records of leads, qualification status and interactions in the CRM system, ensuring data accuracy and integrity.

Requirements

What you’ll need

Familiarity with CRM tools and marketing automation software;
Focus on achieving qualification and meeting-scheduling targets;
Ability to manage multiple tasks and appointments efficiently and in an organized manner;
Experience in technology companies, startups or agile environments;
Knowledge of agile methodologies (Scrum, Kanban);
Familiarity with financial products;
Currently pursuing a degree in Business Administration, Marketing, Technology or related fields.

Benefits

Comp & perks

iFood Benefits — meal/food allowance with flexible usage
iFood Club
Group Health Plan (via enrollment), with 50% paid by Boavista and no copayment
Dental Plan
Wellhub (access to gyms, Pilates studios and health apps)
Pharmacy partnership
Star Bem — wellbeing support when you need it (two psychologist sessions and one specialist consultation)
Avus — discounts at pharmacies across Brazil
Birthday day off in your birthday month — choose how you want to enjoy it
Employee referral bonus