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Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Contact customers and offer financial services.
- Ensure an excellent standard of customer service across channels including Intercom, WhatsApp, Email, and Phone.
- Support and resolve questions about financial services for customers, the support team, or Omie ERP sales executives.
- Study FAQs for financial services and complete all relevant training. Serve as a product reference for financial offerings.
- Record and keep your Omie CRM portfolio up to date.
- Follow the commercial operating model to maintain sales standardization.
- Report issues to internal teams or partners to resolve customer activation problems.
- Identify and flag gaps or opportunities to improve financial services.
- Be available to serve customers during the agreed business hours (9:00 to 18:00).
- Participate in daily meetings (dailies) for continuous business improvement.
- Monitor and act on the customer onboarding and activation pipeline.
- Strive to achieve targets while following the company’s rules and values.
- Work with lists provided by the planning team.
Requirements
What you’ll need- Academic background: Degree in Business Administration, Economics, Engineering, or Marketing.
- Technical knowledge: Excel, PowerPoint, Word, Outlook, Slack or similar, Teams or similar, financial calculations.
- Certifications: CPA-10 or CPA-20 are a plus.
- Experience in customer service (in-person or digital).
- Experience managing commercial planning teams.
- Experience selling financial services such as: checking/current accounts, credit products, receivables advance, loans, working capital, investments, and card payment terminals (POS).
Benefits
Comp & perks- Flexible benefit/meal allowance: BRL 45.00 per business day.
- Home office allowance.
- Need to work on-site? We provide commuting allowance (vale-transporte). For those commuting by train/metro, a shuttle is available from the station to the office.
- Bradesco health insurance plan.
- Amil Dental dental plan.
- Pharmacy allowance.
- Childcare assistance.
- Birthday day off to celebrate as you wish.
- Partner apps for accredited gyms to support physical health and wellness.
- Partnerships with online therapy and meditation platforms to support mental health.
- Partnership with SESC - Credencial Plena.
- Exclusive discounts at top universities and educational institutions for undergraduate, graduate and MBA courses. Free access to Omie Academy for employees.
- Partnership for in-company English courses.
- Insurance discount program.
- Swile Shop: platform for exclusive discounts.
- Partnership with Dell.
- PPRL (profit-sharing/variable compensation program).
- Travel benefits.
- Life insurance.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial calculationscustomer servicecommercial planningselling financial serviceschecking accountscredit productsreceivables advanceloansworking capitalinvestments
Soft Skills
customer service excellenceproblem solvingcommunicationteam collaborationtarget achievementbusiness improvementattention to detailadaptabilitytime managementinterpersonal skills
Certifications
CPA-10CPA-20