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Customer Success Manager
Customer Success Manager at INCO Investimentos who optimized customer lifecycles for 40k+ investors and helped grow average investment tickets by 20%.
BrazilCustomer Success Manager at INCO Investimentos
Managed a portfolio of 400+ high-value Private clients and designed customer lifecycle strategies across a 40k+ active investor base. Contributed to a loyalty program that increased average investment ticket size by more than 20%.
Customer SuccessCustomer LifecycleBehavioral SegmentationHubSpotMixpanelCRMCross Functional CollaborationRetention
Analyzed customer lifecycle and engagement data across a base of 100+ customers to identify retention risks and churn indicators. Developed behavioral segmentation strategies for targeted retention initiatives.
User Lifecycle AnalysisEngagement MetricsRetentionBehavioral SegmentationCustomer Health
Managed a portfolio of 30+ transportation partners, tracking profitability, occupancy, and quality KPIs. Reduced operating costs by more than 20% across 10+ routes through supplier negotiations and operational optimization.
Partnership ManagementKPI TrackingProfitability AnalysisSupplier Negotiationoperational optimizationCross Functional Collaboration
Managed a portfolio of 200+ premium investors representing R$40M+ in invested assets. Built and maintained Salesforce CRM records and BI dashboards to track customer engagement and portfolio performance.
Customer Relationship ManagementSalesforceBI dashboardsData AnalysisCustomer EngagementPortfolio Management
Managed a portfolio of 100+ B2B accounts, exceeding sales targets by more than 200% during peak periods. Advised strategic accounts on financial solutions and coordinated high-value operations exceeding R$2M.
B2B Account ManagementSalesCRMConsultative SellingFinancial SolutionsRisk Management
Managed B2B customer relationships and coordinated daily interactions with customers and internal stakeholders. Built recurring dashboards and reports tracking operational, commercial, and financial KPIs.
Account ManagementCustomer Relationship ManagementDashboard ReportingKPI TrackingData AnalysisStakeholder Communication
MBA in BI and Data Science from IBMEC, completed in 2025.
MBA in BI and Data Science from IBMEC, completed in 2025.
Bachelor's Degree in Business Administration from Universidade FUMEC, completed in 2019.
Bachelor's Degree in Business Administration from Universidade FUMEC, completed in 2019.
Bachelor's Degree in International Business from Universidade FUMEC, completed in 2016.
Bachelor's Degree in International Business from Universidade FUMEC, completed in 2016.