About
Highly experienced professional with over 8 years in project and process portfolio management, leading digital transformation initiatives for mid-to-large-sized companies in various sectors. Specializes in optimizing operational efficiency and continuous improvement cycles, ensuring projects deliver measurable ROI aligned with strategic objectives. Possesses strong analytical capabilities, systemic vision, and advanced proficiency in data analysis and agile methodologies.
Work
São Paulo, SP, Brazil
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Summary
Led end-to-end digital transformation and process redesign for marketing, sales, and customer service, driving scalability and efficiency.
Highlights
Directed end-to-end digital transformation initiatives, redesigning marketing, sales, and customer service processes to enhance scalability and efficiency through continuous improvement cycles.
Managed complex project schedules, scopes, and risks, ensuring on-time and within-budget deliveries while consistently focusing on return on investment (ROI).
Implemented the Zoho CRM ecosystem with integrated automations, connecting marketing, sales, and customer service to boost team productivity and improve lead quality.
Applied Agile methodologies (Scrum) to lead collaborative projects, facilitating rapid delivery cycles and continuous adjustments to meet client needs.
Maintained effective communication with internal stakeholders and clients, leveraging a systemic vision to align solutions with business requirements.
São Paulo, SP, Brazil
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Summary
Spearheaded strategic planning by integrating Product, IT, and Marketing, establishing key performance indicators (KPIs) for revenue, contribution margin, and conversion.
Highlights
Led strategic planning by integrating Product, IT, and Marketing departments, defining key KPIs for revenue, contribution margin, and conversion.
Managed budgets and P&L, calculating ROI for marketing initiatives and allocating resources to high-efficiency channels to maximize financial results.
Directed structured customer acquisition and retention programs in collaboration with department directors, enhancing operational efficiency and customer satisfaction.
Developed BI solutions and financial analyses for the entire operation, generating performance insights that informed data-driven strategic decisions.
São Paulo, SP, Brazil
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Summary
Collaborated with senior leadership on strategic initiatives, defining and implementing annual and quarterly OKRs and operational goals for the finance department.
Highlights
Partnered with senior leadership to define and implement annual and quarterly OKRs and operational goals for the finance department.
Monitored key performance indicators, identified risks, and implemented action plans to optimize operations and anticipate improvement opportunities.
Structured critical functions within the finance team, including creating the Product Manager role, participating in recruitment, training, and implementing standard processes.
Developed onboarding playbooks and defined roles and responsibilities, ensuring efficient integration of new team members.
Identified margin optimization opportunities and led continuous improvement initiatives, fostering a results- and data-driven culture.
São Paulo, SP, Brazil
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Summary
Planned and executed financial product implementation and system integration projects, defining roadmaps and technical requirements aligned with business needs.
Highlights
Planned and executed financial product implementation and system integration projects, defining roadmaps and technical requirements aligned with business needs.
Managed project scope, timelines, and resources with internal teams, partners, and suppliers, applying project management methodologies to meet planned deadlines and budgets.
Ensured regulatory compliance by defining appropriate technical architectures and information security standards.
Monitored initiative progress and coordinated end-to-end testing, ensuring high-quality solutions met business requirements.
São Paulo, SP, Brazil
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Summary
Directed the implementation of new projects in the Telecom sector, adopting a 360° business view to ensure integration across all involved areas.
Highlights
Led the implementation of new Telecom projects, adopting a 360° business view to ensure comprehensive integration across all involved areas.
Designed and improved internal processes and workflows using Agile methodologies (Kanban, Scrum), fostering team autonomy and adherence to partner requirements.
Maintained continuous communication with external partners, serving as the primary point of contact to resolve demands and align deliveries with client needs.
Planned market growth and positioning initiatives, aligning strategic deliverables with telecom market expectations.
São Paulo, SP, Brazil
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Summary
Supervised the transition of an acquired health insurance broker into a unified digital operation, focusing on the health vertical.
Highlights
Oversaw the transition of an acquired health insurance brokerage into a unified digital operation, specifically focusing on the health vertical.
Structured internal processes, defined KPIs, and implemented IT systems, integrating Growth and Operations teams to ensure result traceability.
Implemented process automation and data management to enhance operational efficiency and reduce customer churn.
Designed and optimized financial flows (collections and payments), minimizing rework and accelerating the revenue collection cycle.
São Paulo, SP, Brazil
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Summary
Translated strategic directives into operational action plans and monitored performance indicators, driving process improvements and cost reductions.
Highlights
Translated directorial strategies and goals into operational action plans, communicating them to approximately 400 employees through structured rituals.
Monitored key performance indicators, identified gaps, and led process improvement projects that increased operational efficiency and reduced costs.
Served as a liaison between business and IT areas, prioritizing technology demands aligned with client objectives and participating in data governance processes to ensure compliance and information quality.
Languages
Portuguese
English
Spanish
Skills
Project & Process Management
Project Portfolio Management, PDCA Cycle, Continuous Improvement, BPMN (Business Process Model and Notation), Value Chain Analysis, Project Management Office (PMO) Practices.
Agile Methodologies
Scrum, Kanban, Process Mapping Facilitation (AS-IS/TO-BE).
Data Analysis & BI Tools
Advanced Excel, Power BI, Tableau, Dashboard Creation, Performance Indicators.
Management & Automation Tools
Zoho CRM, Jira, Asana, Microsoft Project, Process Automation.