
CRM Auxiliary
PagBank
full-time
Posted on:
Location Type: Hybrid
Location: São Paulo • Brazil
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Tech Stack
About the role
- Develop and execute the CRM strategy specifically aimed at the field sales force, ensuring segmentation, prioritization, and portfolio updates.
- Design and maintain strategic segmentations for commercial outreach, taking into account customer profile, potential, history, and customer journey.
- Conduct A/B tests on segmentations and channels to evaluate their impact on customer journeys.
- Analyze channel performance (visits, conversions, churn rate, product penetration, etc.) to propose segmentation improvements.
- Monitor and guide the commercial pipeline based on customer data, opportunities, and coverage gaps.
- Collaborate with sales leadership to support tactical and strategic decisions on allocation and prioritization.
- Ensure governance, quality, and consistency of databases, including enrichment and update rules.
Requirements
- Experience with external/field sales forces and visit prioritization strategies.
- Proficiency in Salesforce (Sales Cloud), including list creation, reports, dashboards, and lead distribution rules.
- Strong knowledge of CRM, preferably with experience in commercial channels and merchant acquiring.
- Analytical skills with experience in segmentation, database studies, commercial performance, and KPIs.
- Experience in commercial planning, customer intelligence, and strategic management of territories/portfolios.
- Knowledge of sales, relationship, and customer journey metrics.
- Clear and influential communication skills to work with commercial teams and leadership.
Benefits
- Meal and/or food allowance.
- Health and dental insurance.
- Life insurance.
- Partnerships with TotalPass and ZenKlub.
- Extended maternity and paternity leave.
- Childcare assistance.
- Up to 50% discounts on postgraduate and MBA programs at major institutions such as FIA, FAAP, and PUCRS.
- No dress code: wear what makes you feel comfortable.
- #TáDeParabéns: day off on your birthday.
- Baby Gift: present for newborns.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM strategysegmentationA/B testingchannel performance analysisdatabase managementcommercial planningcustomer intelligenceKPI analysislead distributionSalesforce
Soft Skills
analytical skillscommunication skillscollaborationinfluential communication