Efí Bank

Customer Success Manager

• Administer, maintain and evolve the Salesforce platform, focusing on Sales Cloud and/or Service Cloud;
• Configure and maintain custom objects, fields, record types, page layouts, validation rules, profiles, permission sets and sharing rules;
• Develop and optimize automations using Salesforce Flow;
• Build and improve sales funnels, commercial journeys and service workflows;
• Create and maintain reports, dashboards and operational and managerial KPIs;
• Participate in the implementation and enhancement of digital service channels, including Chatbots, WhatsApp, Omnichannel, Web Chat and Messaging;
• Configure queues, routing, distribution and prioritization of service requests;
• Work in partnership with business areas to gather requirements and implement improvements;
• Identify opportunities for automation, process optimization and operational efficiency gains;
• Ensure governance, organization and data quality within the CRM;
• Create and maintain functional and technical documentation for implemented solutions;
• Support training and provide user support for the platform, promoting greater adoption and efficient use of Salesforce.

CRM Administrator (Mid/Senior), Salesforce

Financial Planning and Analysis

• Apoiar na construção e atualização de bases e dashboard financeiros;
• Apoiar na consolidação de dados orçamentários;
• Realizar análises básicas de variação;
• Apoiar no fechamento mensal;
• Apoiar na elaboração de relatórios gerenciais e apresentações financeiras;
• Atuar como business partner em áreas menos complexas.

Analista de FP&A

Manager

• Identify and prospect new business opportunities, whether with new clients or by monetizing the existing client base (cross-sell and up-sell);
• Act in a consultative and personalized manner, providing the best experience and guidance to clients and prospective clients;
• Manage and develop client relationships, ensuring satisfaction and loyalty;
• Develop and implement sales strategies to attract new clients and increase revenue from current clients;
• Design and implement client retention strategies;
• Conduct product/service presentations and demonstrations for clients;
• Hold online or in-person meetings to negotiate and close contracts with new clients, or to strengthen relationships with existing clients, ensuring satisfaction and alignment with expectations;
• Stay up to date on market trends and competitors to identify new business opportunities;
• Collaborate with internal teams to ensure the delivery of solutions that meet clients' needs;
• Prepare and present sales closing reports to senior management;
• Participate in events and trade shows to promote the company's products/services, strengthen relationships and expand the professional network.

Senior Business Manager – Large Clients

Operations

• Apoiar e/ou estruturar a gestão e otimização do funil de vendas (pipeline, forecast e conversões);
• Monitorar e analisar indicadores de performance comercial (KPIs), gerando insights acionáveis;
• Desenvolver e manter dashboards e relatórios gerenciais;
• Garantir a qualidade, organização e governança dos dados no CRM;
• Suportar o time comercial com análises para tomada de decisão;
• Contribuir com o planejamento de metas, performance e regras de comissionamento/remuneração variável;
• Identificar oportunidades de melhoria contínua em processos, ferramentas e eficiência operacional;
• Atuar em parceria com áreas como Marketing, Produto, Crédito e Tecnologia.

Analista de Sales Ops Pleno/Sênior

Full-stack Engineer

• Ser referência técnica para o time nos projetos de antifraude
• Garantir aderência a boas práticas de desenvolvimento e arquitetura
• Realizar code reviews estratégicos e apoiar decisões técnicas
• Acompanhar entregas, métricas e riscos técnicos do time
• Atuar junto a POs para definição técnica de soluções
• Mentorar desenvolvedores e apoiar evolução do time

Tech Lead Sênior – Antifraude

• Estabelecer e coordenar as rotinas da equipe de tributos, realizando o acompanhamento de demandas, a designação de tarefas e a gestão da performance, visando a qualidade do serviço desempenhado e a evolução técnica dos colaboradores;
• Assegurar a acuracidade na apuração dos impostos das esferas municipal, estadual e federal e o cumprimento dos respectivos prazos de pagamento;
• Garantir o cumprimento dos prazos das entregas de obrigações acessórias em conformidade com a legislação tributária das esferas municipal, estadual e federal;
• Subsidiar o fechamento contábil e a gestão estratégica, fornecendo informações precisas e elaborando pareceres técnicos acerca de temas tributários complexos e avaliações de risco para suporte à tomada de decisão;
• Orientar e validar decisões técnico-tributárias, garantindo que as operações da empresa estejam alinhadas às normas vigentes e às melhores práticas de governança, avaliando risco fiscal;
• Acompanhar auditorias internas e externas, prestando informações e esclarecendo dúvidas dos auditores, a fim de mitigar o lançamento de não conformidades e identificar necessidades de correções nos procedimentos adotados;
• Elaborar propostas de melhoria e automação de processos, através do mapeamento de fluxos e identificação de desvios, visando a padronização das atividades, a otimização de recursos e a agilidade da informação;
• Realizar o acompanhamento e execução dos processos fiscais, esclarecendo dúvidas técnicas dos colaboradores para garantir a excelência na execução das atividades operacionais da empresa.
• Atuar na implantação da Reforma Tributária, elaborando estudos, mapeando fluxos e identificando oportunidades de economia tributária.

Coordenadora de Tributos

Analyst

• Perform anti-fraud analyses and monitoring, identifying suspicious behaviors, recurring patterns, and new attack vectors;
• Monitor operational metrics and programs for monitoring chargebacks and MEDs;
• Knowledge of value recovery processes via MED and fund repatriations in other financial products such as TED and Boleto;
• Create, adjust, and optimize anti-fraud rules based on behavioral data and predictive analysis;
• Verify customer documentation and information, ensuring the authenticity of data and transactions;
• Support the structuring of metrics, process flows, and anti-fraud policies focused on prevention and operational efficiency;
• Develop dashboards and periodic reports with indicators, trends, and improvement recommendations;
• Evaluate and recommend new fraud prevention technologies, considering their applicability;
• Interact with other internal teams to clarify questions, resolve department-related issues, develop educational initiatives, preventive materials, and training on anti-fraud security.

Mid-level Fraud Mitigation and Remediation Analyst

• Lead and integrate controllership areas such as Pricing, FP&A, ALM and Investment Back Office, ensuring strategic, operational and technical alignment across teams;
• Ensure the quality, consistency and integrity of financial and management information to support the institution’s strategic and operational decisions;
• Support capital and financial risk management, promoting a balance between profitability, liquidity, solvency and long-term sustainability;
• Oversee the financial planning, budgeting and forecasting processes, ensuring adherence to strategic targets and visibility into variances;
• Ensure proper pricing of financial instruments in accordance with market practices, accounting standards and regulatory requirements;
• Monitor the execution and settlement of investment operations, ensuring operational efficiency, risk mitigation and compliance;
• Interact with business areas, risk, accounting, treasury and the executive board, acting as a link between financial performance and institutional strategy;
• Develop people and processes, promoting a high-performance culture, continuous improvement, innovation and governance;
• Serve as a technical and strategic reference in financial management, anticipating risks and opportunities that impact the organization’s results;
• Prepare and present analyses, reports and financial performance dashboards to enable data-driven decision making.