Padoque

Financial Planning and Analysis

• Analyze and understand clients' needs
• Develop and implement action plans to resolve identified issues
• Collaborate with the team to develop innovative and effective solutions
• Deliver presentations and training to clients
• Stay up to date with market trends and new technologies

Junior Financial Consultant

Business Development Rep

• Prospect new leads (inbound and outbound)
• Make the first contact with potential clients via phone, WhatsApp, email, LinkedIn and other channels
• Conduct exploratory conversations to understand each company's pain points, needs and timing
• Qualify opportunities and schedule meetings for the sales team
• Record and keep CRM information up to date
• Monitor prospecting and conversion metrics
• Collaborate with marketing and sales teams to continuously improve commercial processes

Junior Financial Consultant

BDR – Commercial