Omie

Events

• Responsible for planning, managing, and measuring events aligned with our business strategy, working directly with the marketing teams;
• Plan and execute owned and sponsored events, both online and offline, focused on activities that drive success for accountants and entrepreneurs;
• Oversee the pre-event stage and be responsible for all event phases through to execution;
• Focus on continuous improvement processes, delivering reports and insights that contribute to improving the quality of audience interaction at events;
• Liaise with requesting departments and brief the marketing teams involved in our initiatives;
• Manage suppliers and coordinate contract formalization with Legal, ensuring company procedures are followed.

Events Analyst, Mid-level

Marketing

• Participate in creating briefings for the Trade Marketing team;
• Support partnerships and performance initiatives for the area, with reporting visibility to the Area Director;
• Attend and follow up on team meetings and meetings with external suppliers/vendors;
• Assist in the development of incentive and conversion campaigns created by the Trade Marketing team;
• Support order creation with the Purchasing team, as well as the receipt of contracted products/services and monitoring of the department's inventory;

Trade Marketing Intern

Analyst

• Conduct training sessions on the Painel do Contador module for partner accountants.
• Provide support to partner accountants via chat, Meet or phone when necessary.
• Maintain a general understanding of the features of all Omie modules to identify entries recorded in the Finance module.
• Resolve partner accountants' questions promptly and with high quality.
• Proactively study accounting system manuals to perform accurate integrations and identify potential errors between software systems.
• Complete daily monitoring workflows.
• Proactively create playbooks of system procedures in image/text or video formats to support the team's learning.
• Act in a consultative manner and go beyond one-off support, seeking to understand whether the accountant served is open to new value-added offerings from the Omie ecosystem.

Accounting Integration Analyst, Junior

Growth Marketing

• Prepare and monitor Business Plans (BPs) for the Growth & Marketing leadership.
• Break down channel targets into tactical and operational indicators.
• Consolidate, update and monitor performance metrics and team KPIs.
• Lead regular result review rituals.
• Develop and maintain dashboards, reports and tracking panels for goals and actions.
• Support the director and leaders in the process of defining and tracking OKRs.
• Structure clear processes for campaign planning, goal setting and execution cadence.
• Identify gaps, risks, opportunities and bottlenecks, proposing practical recommendations.
• Participate in the directorate's strategic projects, ensuring governance, cadence and visibility of deliverables.
• Act as the guardian of organization, clarity and cadence for Growth & Marketing's strategic deliverables.

Senior Growth & Marketing Planning Analyst

Product Manager

• Gestão de Produto com foco no Link de Pagamento da Omie;
• Criação e execução de experimentos para aumentar conversão, ativação e engajamento;
• Análise da jornada completa do Link de Pagamento, identificando fricções e oportunidades de melhoria;
• Condução de discovery com clientes internos, externos e parceiros do ecossistema;
• Definição de regras de negócio para novas funcionalidades e integrações do Link;
• Acompanhamento de métricas de performance (emissão, conversão, queda, inadimplência, custos);
• Análise de perfis de clientes que não ativam ou deixam de usar o produto;
• Acompanhamento técnico com squads para refinamento de histórias e validação de soluções;
• Colaboração com CRM, Growth e CX para iniciativas de adoção e engajamento.

Product Manager Junior – Link de Pagamento

• Ensure customer success by overseeing platform implementation and configuration, tailoring each step to the specific needs of each business.
• Build close, human-centered communication by gathering information, understanding customer scenarios, and aligning expectations throughout the implementation journey.
• Resolve questions and issues quickly, proposing effective solutions and guiding customers to extract maximum value from our solution.
• Document processes, configurations, and customizations to ensure organization and clarity for future reference and continuous improvement.
• Collaborate with the product and development teams, reporting inconsistencies, identifying opportunities, and suggesting improvements based on real customer insights.
• Participate in internal and external meetings to maintain alignment among all stakeholders and ensure visibility into implementation progress.
• Stay informed about trends and best practices, continuously working to raise the quality of our implementation process.
• Invest in your own development by taking part in trainings, courses, and ongoing study to strengthen technical and soft skills in Customer Success and the Omie ecosystem.

Junior Implementation Analyst

• Lead the onboarding process for new clients.
• Teach and train clients who sell in physical retail or online.
• Support clients with the initial setup.
• Configure and provide guidance on the use of technical components.
• Deliver individual and group training sessions.
• Monitor success metrics.
• Develop, update, and improve materials and training programs.
• Act proactively.

Junior Implementation Analyst – Multi-Retail

• Develop and implement multi-agent systems using AWS Bedrock and LLMs
• Build specialized conversational agents
• Implement generative AI solutions
• Perform prompt engineering and optimize language models
• Analyze large volumes of data to identify patterns and business insights
• Build predictive models and machine learning algorithms
• Develop automated data pipelines for collection and processing
• Create visualizations and dashboards to communicate results
• Implement CI/CD pipelines for models and AI applications
• Monitor model performance in production
• Collaborate with engineering teams to integrate AI/ML solutions
• Develop automated tests and evaluation frameworks

Data Scientist – AI, Growth

• Handle cancellation requests via phone, chat, WhatsApp and email channels;
• Work to reverse cancellation requests by resolving issues, managing expectations, answering questions and addressing conflicts;
• Propose retention plans and actions aimed at keeping customers active in the base;
• Suggest improvements to tools, processes and customer service channels;
• Participate in training, performance meetings and the creation of action plans.

Mid-level Retention Analyst – Cancellations

• Assist customers with renewal and rate-adjustment negotiations via phone, chat, WhatsApp and email;
• Conduct consultative conversations to explain adjustments, align expectations and reduce friction;
• Negotiate terms and alternatives to ensure contract continuity and preserve revenue;
• Identify risks and properly record interactions;
• Flag opportunities to improve processes, channels and tools;
• Participate in training, performance rituals and action plans to increase the renewal rate.

Retention Analyst, Mid-Level – Renewals

Support Engineer

• Provide support to Omie clients via chat and phone to resolve customer inquiries;
• Perform remote access to clients' machines;
• Create step-by-step procedures in image and text formats or videos;
• Escalate systemic issues to the Product Specialists team;
• Redirect chats or calls that are outside the scope of this area;
• Handle chats and phone calls related to invoice rejection issues.

Junior Technical Support Analyst, Omie ERP

Designer

• This professional leads the complete learning journey, from needs analysis and strategic design (using models such as ADDIE, SAM and CHACAP) through to outcomes evaluation.
• Responsible for managing projects, establishing timelines and working with stakeholders (internal clients and Subject Matter Experts) to define learning objectives.
• Leads the authoring of materials, ensuring consistent application of microlearning fundamentals to optimize the learner experience.
• Additionally responsible for creating and implementing engagement strategies that increase enrollment, completion and transfer of knowledge to the workplace.
• In addition to core Instructional Design responsibilities, the Senior professional must demonstrate creative and persuasive writing to produce copy for marketing pieces. This skill is applied to daily challenges and to creating copy that drives engagement and conversion in external and internal communications. It also enables concise copy for solutions aimed at commercial teams.
• Deliverables include: learning journeys (onboarding, learning paths); multimedia materials and scripts; learning objects in Articulate Rise/Storyline; guides, e-learning courses, games, infographics, manuals and playbooks; KPI reports and recommendations.

Instructional Design

Account Manager

• Your main objective will be to present our system and pursue partnerships with Accountants/Accounting Firms.
• Convincingly present the benefits of a potential partnership to accountants through meetings.
• Assess each lead’s needs, pain points, and context in a consultative manner and indicate how we can help solve their problem.
• Manage relationships within the partner portfolio.
• Identify different client profiles to gain better information and predictability in negotiations.
• Improve the lead qualification process and handoffs to the SDR team.

Partnerships and Relationship Manager – Franchises

• Prepare and monitor Business Plans (BPs) for the Growth & Marketing department;
• Break down channel targets (Paid, Organic, CRM, SEO, In-App, Content, etc.) into tactical and operational indicators;
• Consolidate, update and monitor team performance indicators and KPIs;
• Lead result-review rituals, ensuring clarity between leaders and squads;
• Develop and maintain reports and dashboards for tracking goals and actions;
• Support the director and leaders in defining and monitoring OKRs;
• Establish clear processes for campaign planning, goal setting and execution cadence;
• Identify gaps, risks, opportunities and bottlenecks, proposing practical recommendations;
• Participate in the department’s strategic projects, ensuring governance, cadence and visibility of deliverables (acting as an operational PMO);
• Act as a guardian of organization, clarity and cadence for Growth & Marketing strategic deliveries.

Planning and Data Analyst – Growth & Marketing

Account Executive

• Your primary objective will be to present our system and pursue partnerships with accountants and accounting firms;
• Convincingly present the benefits of a potential partnership to accountants during meetings;
• Consultatively assess each lead's needs, pain points and context, and recommend how we can help solve their problems;
• Manage relationships within the partner portfolio;
• Identify different client profiles to gather more information and improve predictability in negotiations;
• Improve the lead qualification process and handoffs together with the SDR team.

Junior Account Executive – Franchises

Sales Development Rep

• Conduct outbound and inbound outreach, serving as the first point of contact for prospects;
• Lead the initial stage of the sales process, identifying pain points and business opportunities;
• Prospect new leads and contact them via phone, email and other channels;
• Qualify leads according to predefined criteria, ensuring accurate handover to Sales Executives;
• Organize schedules and cadence flows for interacting with leads;
• Schedule presentation meetings for Sales Executives with end clients;
• Continuously update the CRM and ensure data accuracy;
• Monitor KPIs and record prospecting performance metrics.

Outbound SDR – Franchise Success

Financial Planning and Analysis

• Realizar monitorias de ligações para ajustes de gargalos operacionais de serviços financeiros;
• Realizar acompanhamento mensal das ligações para melhorar a performance.
• Trazer pontos de melhorias em planejamentos individuais e do time, compartilhando boas práticas com temas relevantes e elaborando materiais e treinamentos sobre técnicas de vendas;
• Ser referência em performance, resultados, e conhecimento técnico perante à equipe;
• Apoiar no engajamento da equipe, contribuindo para um clima saudável onde todos atuem de acordo com a cultura da empresa.
• Comandar reuniões de alinhamento, analisando e trazendo as entregas diárias e gargalos operacionais que podem ser resolvidos de forma rápida para aumentar a conversão dos indicadores.

Team Leader – Serviços Financeiros

• Seu desafio principal é a geração de leads qualificados para alimentar nossas esteiras comercial e de venda direta.
• Você será responsável por planejar, executar, otimizar e reportar a performance de campanhas em múltiplas plataformas, liderando a alocação de orçamento em busca de escala e eficiência.
• Planejar, operar e otimizar campanhas de mídia paga em diferentes plataformas (Google, Meta, Bing, TikTok, LinkedIn, etc.) com foco em geração de leads e aquisição de clientes para a Omie
• Criação de planos de mídia táticos e estratégicos com projeção de investimento, entrega e metas a serem perseguidas
• Acompanhar, analisar e otimizar as principais métricas de performance: CPA, CPL, CAC, ROAS, LTV, LTV/CAC, etc.
• Acompanhar diariamente desempenho dos principais KPIs da área, funil de conversão do usuário e relacionar com resultado da companhia para propor melhorias e ajustes de estratégia a fim de entregar a meta mês a mês
• Desenvolver análises e comparações entre canais, campanhas e diferentes períodos, trazendo insights acionáveis e propondo novos testes/melhorias contínuas
• Construir relatórios semanais e mensais em Sheets/Docs, bem como realizar a apresentação dos resultados, traduzindo movimentações estratégicas e operacionais para diferentes níveis hierárquicos e para diferentes áreas
• Gestão do orçamento de mídia, definindo alocação eficiente e buscando sempre a melhor relação custo x retorno
• Navegar bem com times de produto, dados, tecnologia, CRM e marketing para garantir produção de peças e landing pages, tracking, tags, eventos, UTMs e integração com ferramentas como GA4, GTM e similares.

Analista de Growth Sr, Mídia

• Contact potential customers via phone calls, emails, social networks (primarily WhatsApp) and other tools;
• Organize information in the CRM and prepare reports on prospected companies;
• Conduct pre-sales pitches by phone;
• Identify sales opportunities and schedule meetings (presentations) with potential clients for our specialists;
• Share insights about prospect behavior with the Sales and Marketing teams;
• Assist in developing prospecting strategies and creating new contact lists.

SDR, Inbound

• Contact customers and offer financial services.
• Ensure excellence in customer service across channels: Intercom, WhatsApp, Email, or Phone.
• Support and resolve questions about financial services for customers, the support team, or Omie ERP sales executives.
• Study the FAQs about financial services. Complete all relevant training. Serve as a product reference for financial offerings.
• Record and keep your portfolio updated in the Omie CRM.
• Follow the commercial engagement model to maintain standardized sales practices.
• Report tickets to internal teams or partners to resolve customer activation issues.
• Identify and flag gaps or opportunities to improve financial services.
• Be available to serve customers during the agreed business hours (9:00 AM to 6:00 PM).
• Participate in daily meetings (dailies) for continuous business improvement.
• Monitor and act on the customer activation onboarding pipeline.
• Work toward meeting targets while following the company’s rules and values.
• Operate on the lists provided by the planning team.

Sales Executive – Financial Services

• Provide support to Omie customers via chat and phone.
• Perform remote access to customers' machines.
• Create step-by-step procedure guides.
• Escalate systemic issues to the Specialists team.
• Redirect chat interactions.
• Handle chats related to invoice rejection issues.

Junior Technical Support Analyst

• Prestar atendimento via chat e telefone ao cliente Omie com o objetivo de sanar as dúvidas do cliente;
• Realizar acesso remoto à máquina de clientes;
• Criar passo a passos de procedimentos em formato de imagens e textos ou vídeos;
• Encaminhar problemas sistêmicos ao time de Especialistas para validação e resolução;
• Redirecionar a outros setores qualquer chat ou telefone fora da sua área;
• Realizar o atendimento de chats com teor de Rejeição de notas fiscais.

Analista de Suporte Técnico Jr, Omie

• Manage the acquisition and conversion journey of trial leads.
• Proactively contact users during the trial period.
• Assess each customer's current stage and pain points.
• Monitor trial progress.
• Guide qualified leads through to closing.
• Report conversion and engagement metrics.

Onboarding Analyst – Acquisition

• Define and lead the strategy for the product team responsible for Financial Services, covering portfolio planning, investment prioritization, lifecycle management, and the structuring and management of teams responsible for developing new products and services.
• Manage the P&L for the area’s products, monitoring margins, operating costs, pricing, and profitability metrics.
• Negotiate with infrastructure partners for contracting and implementing APIs to make services available to be incorporated into Omie’s value proposition (e.g., BaaS partners, CaaS, insurance, etc.).
• Act as the primary executive interface between Product, Technology, Operations, Commercial/Sales, and Compliance, ensuring strategic alignment and integrated execution of growth plans.
• Design and implement product management models that enable scaling product development with quality and autonomy — including planning, governance, and management of product roadmaps through to defining the area’s OKRs.
• Structure teams, inspire and develop talent, and build a high-performance product organization focused on results and continuous learning.
• Anticipate market trends and regulatory changes (PIX, Open Finance, Embedded Finance, CBDC, etc.), converting strategic insights into new product lines.
• Make data-driven decisions that balance long-term vision with agile, efficiency-oriented execution.
• Serve as the area’s representative in executive forums, risk committees, and in engagements with strategic partners and regulators when required.
• Promote a culture of innovation, excellence, and collaboration, ensuring the team remains focused on delivering real customer value and business impact.

Director of Product – Financial Services

• Define and lead the commercial strategy for the Financial Services pillar, focusing on increasing revenue, profitability and market share across solutions such as digital accounts (including payment solutions integrated with ERP), credit, corporate cards, acquiring and more.
• Manage the full B2B sales cycle and strategic partnerships, from prospecting to closing and account expansion, maintaining a healthy, predictable, results-driven pipeline.
• Develop and implement the Commercial Strategic Plan, aligning business objectives, product targets and market opportunities.
• Act as a business partner to Product and Technology teams, ensuring financial solutions offer value propositions that meet customer needs and create competitive differentiation.
• Act as a business partner to the ERP area, mobilizing external commercial channels to drive demand generation for Financial Services.
• Establish and disseminate commercial processes and rituals, ensuring cadence and consistency in commercial execution and promoting strategic use of CRM and data tools.
• Manage Forecast, Pipeline and P&L for the commercial area, ensuring executive visibility and accuracy in revenue and margin projections.
• Lead and develop commercial teams, building high-performance leadership and a culture focused on the customer, results and cross-functional collaboration.
• Monitor market indicators, competitors and customer behavior, translating trends into new business opportunities or adjustments to the commercial strategy.
• Serve as spokesperson for the commercial strategy, participating in internal and external forums to represent the Financial Services vertical.

Commercial Director – Financial Services

• Drive the initial stage of our sales process.
• Prospect and make phone contact with potential partners.
• Hand off qualified leads to the Sales Executives team.
• Organize your contact schedule with leads.
• Engage prospects to learn more about our solution.

SDR, Outbound

• Lead a squad and drive the product’s evolution;
• Guide discovery and delivery processes;
• Build and maintain stakeholder relationships and connect business strategy to the product;
• Be responsible for updating portfolio materials related to delivered developments;
• Ensure clear communication of planning and deliveries;
• Manage the Product Backlog, ensuring it is always visible, clear and transparent to everyone;
• Collaborate with technical/development and business teams to understand and execute product-related work and features.

Product Manager – CRM, Financial Services

Customer Support

• Handle cancellation requests and contract renewals through phone, chat, WhatsApp and email;
• Work to reverse these requests by resolving issues, managing expectations, answering questions and resolving conflicts;
• Propose retention plans and initiatives to keep customers active in the base;
• Suggest improvements to tools, processes and support channels;
• Participate in training sessions, results meetings and the development of action plans.

Junior Customer Success Analyst – Retention

• Conduct inbound and outbound contact, serving as the first point of contact for prospects;
• Lead the initial stage of the sales process, identifying pain points and business opportunities;
• Prospect new leads and contact them via phone, email and other channels;
• Qualify leads according to pre-established criteria, ensuring accurate handover to the Sales Executives team;
• Organize schedules and cadence flows for interacting with leads;
• Schedule presentation meetings for Executives with end customers;
• Continuously update the CRM and ensure data accuracy;
• Monitor KPIs and record prospecting performance metrics.

SDR, Franchises

Director

• Develop and execute a robust commercial strategy for the entire franchise network, aligned with the company’s growth objectives;
• Act as the primary liaison between the 150 franchisees and the franchisor, balancing individual franchisee interests with corporate goals, establishing transparent and assertive communication, building a relationship of trust while maintaining firmness in enforcement and direction;
• Monitor, track and enforce the achievement of individual and collective network targets, conducting periodic analyses of key indicators (revenue, CAC, growth rate, customer and franchisee churn, NPS) and proposing data-driven action plans;
• Ensure that all contracts and operations comply with established standards, periodically assessing the viability of franchisees’ continued participation in the ecosystem, always focusing on sustainable network growth;
• Propose and implement innovative strategies to boost network performance, whether in lead generation, commercial approaches, or market expansion;
• Evaluate and optimize internal processes to provide more efficient support to franchisees, facilitating operations and improving results;
• Foster an entrepreneurial mindset across the franchise network, encouraging development and creating an innovative culture with the aim of driving growth and strengthening the network.