
B2B Operations Coordinator
RD Saúde
full-time
Posted on:
Location Type: Hybrid
Location: São Paulo • Brazil
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About the role
- Lead the onboarding process for new B2B clients, from receipt of the commercial contract through to full activation on the Univers platform.
- Manage the contract signature and validation flow with Legal and the clients' legal representatives.
- Configure contract parameters in internal systems, including setup of discount campaigns, benefit policies and rules.
- Validate system behavior after configuration, ensuring all flows respond correctly before client activation.
- Conduct training sessions with client company managers on the use of the Manager Portal (portal for uploading beneficiary databases, financial monitoring and benefit utilization).
- Serve as second-level support for reconfiguration and contractual-edit requests coming from Customer Service (SAC) or from issues raised directly with the commercial team.
- Manage contract amendment flows in partnership with Legal, ensuring compliance and agility in changes.
- Act as the client point of contact in critical situations, representing the company with confidence and decisiveness.
- Identify and report systemic issues to the Technology team when the platform does not behave according to configuration.
- Support upsell and cross-sell processes, adapting configurations according to new conditions negotiated by the commercial team.
- Desired experience: experience in defining processes, monitoring processes and service SLAs, managing metrics and people.
- Quality control and inventory management;
- Team supervision;
- Flow planning and management;
- KPI management;
- Operational safety assurance;
- Quality control and inventory;
Requirements
- Bachelor's degree completed.
- Intermediate/advanced Excel proficiency for operational control and indicator monitoring, and experience using BI tools as an indicator visualization user.
- Ability to create and critically analyze performance indicators (operational KPIs, SLAs, TAT, rework rate, etc.).
- Ability to read, interpret, critique and propose improvements to operational flows and processes.
- Experience with process mapping and documentation (BPMN, flowcharts, SOPs).
- Preferred: experience with Salesforce used as the primary operational management tool for tracking contracts and tickets.
- Process and flow orientation: discipline to follow and improve procedures, ensuring operational consistency.
- Analytical mindset: ability to understand a complex environment such as PBM and make well-founded decisions.
- Resilience and emotional maturity; ability to interact with different corporate clients.
- Clear and objective communication: ability to navigate between technical (IT, Legal) and commercial/client languages without losing clarity.
- Cross-functional collaboration: able to work with multiple areas (commercial, customer service, Legal, IT) with fluency and ownership.
- Experience in B2B contract management: reading, interpreting and managing contract amendments.
- Experience in B2B environments with multiple stakeholders (commercial, Legal, client, IT).
- Knowledge of the PBM sector, health plans or corporate benefits.
- Familiarity with Lean and/or Six Sigma methodologies; Belt certification (White, Yellow or Green) is a relevant differentiator.
Benefits
- Profit sharing (PLR)
- Flexible schedule
- Hybrid working model 4x1 (4 days on-site / 1 remote)
- On-site cafeteria
- Transportation allowance - 3%
- Free shuttle service departing from Osasco bus terminal, Lapa station (Line 7 Rubi) and the Butantã, Tatuapé and Santo Amaro metro stations
- Medical plan (monthly payroll contribution + co-payment)
- Dental plan
- ID Conecta – telemedicine at no cost for the employee
- Pharmacy benefit
- Therapy
- Physical health and wellness platforms
- Life insurance
- Wellhub
- On-site gym at headquarters/campus
- RD University
- NiveRD – day off
- Christmas gift basket
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ExcelBI toolsperformance indicatorsoperational KPIsSLAprocess mappingBPMNflowchartsSOPsSalesforce
Soft Skills
analytical mindsetclear communicationcross-functional collaborationresilienceemotional maturityprocess orientationdisciplineteam supervisiondecision-makingclient management
Certifications
Lean certificationSix Sigma certificationBelt certification