Jeferson de Lima Oliveira
Av. Senador Casemiro da Rocha 664, Mirandópolis,-
São Paulo, São Paulo, Brazil
E-mail:-Mobile: +55 -
Linkedin: https://www.linkedin.com/in/jefersonloliveira/
SUMMARY
Accomplished Senior Account Manager with a strong track record of success in fostering
robust client relationships, driving product initiatives and adept at utilizing prospecting
tools like Sales Navigator, HubSpot, and Lusha, mitigating churn and facilitating client
renewal.
PROFESSIONAL EXPERIENCE
Swap, São Paulo, Brazil
Position: Key Account Manager Specialist
Jan 2024 - Nov 2024
● Swap is a nationally recognized BaaS provider, helping companies to implement
solutions and thrive in the financial sector;
● Played a pivotal role in the organization, taking on the responsibility of fostering
strong relationships with clients to support product initiatives and ensure customer
satisfaction, while increasing shared revenue through upsell and cross-sell.
● Utilized tools like Tableau and BI to enable data-driven decision-making and
effective growth strategies.
● Engaged with clients through a combination of emails and meetings, maintaining
open and transparent communication to address their needs and concerns.
● Fostered efficient internal team communication and collaboration using platforms
like Slack, ensuring seamless coordination to deliver exceptional service and
support to clients.
Nowports, São Paulo, Brazil
Position: Senior Account Manager
Jan 2023 – Jan 2024
● Nowports is a leading international logistics and freight forwarding service
provider, offering a SAAS solution that caters to international import/export
companies.
● Played a pivotal role in the credit business unit, being the first employee of the
Global Credit structure in Brazil and responsible for the successful
implementation of the cargo financing product in the country.
● Demonstrated expertise in cross-selling and up-selling, actively closing deals
within the freight forwarding business unit, managing a portfolio of over 200
accounts.
● Drove the full spectrum of client engagement, including prospecting, negotiation,
contract closure, and maintaining strong relationships with partners to ensure the
product's success.
● Acted as a vital link between global and local teams, providing support and
training to foster collaboration and knowledge sharing.
● Conducted monthly meetings with clients utilizing the credit solution, offering
direct accessibility through email and WhatsApp, serving as the primary point of
contact to address their needs and concerns.
● Analyzing NPS and CSAT metrics, gauging client satisfaction levels and
implementing strategies for continuous improvement and client success.
● Successfully mitigated churn through detailed closing strategies and maintaining
high availability to address past, present, and future issues, ensuring client
retention.
● Conducted Quarterly Business Reviews (QBR) with clients and held meetings
with stakeholders to align strategies and foster strong business relationships.
● Leveraged internally developed CRM tools, along with ClickUp and Tableau for
data analysis, to optimize client management and business intelligence.
● Efficiently managed documentation through Google Drive, ensuring organized
and accessible information sharing.
● Facilitated seamless internal communication and collaboration using Slack,
promoting efficient teamwork and information exchange.
Creditas, São Paulo, Brazil
Position: Senior Account Manager (Jan 2021 - Dec 2022)
Sep 2019 – Dec 2022
● Acted as the primary point of contact for customers at Creditas, a fintech
company specializing in credit loans.
● Managed user accounts for a SAAS product, providing B2B services to clients.
● Ensured the seamless implementation of purchased products, addressing all
customer inquiries, involving stakeholders, and proactively resolving any
obstacles that arose.
● Effectively managed and analyzed a portfolio of 150 client accounts, with a strong
focus on achieving results and client satisfaction.
● Proactively tracked customer needs and identified opportunities for cross-sales,
ensuring that clients had access to products that best served their requirements.
● Monitored key metrics such as LTV (Lifetime Value), NPS (Net Promoter Score),
CSAT (Customer Satisfaction), and internal product adoption metrics. Conducted
in-depth analysis to report results and identify areas for improvement.
● Leveraged CRM systems such as HubSpot (transitioning to Salesforce) for
efficient client management.
● Utilized Tableau and internal spreadsheets to perform data analysis, extract
valuable insights, and support data-driven decision-making.
● Managed tasks and documentation using tools like Jira and Notion, ensuring
efficient task management and organized documentation practices.
Position: Sales Account Executive (Sep 2019 - Jan 2021)
● Assumed responsibility for internal sales within the commercial structure,
managing meetings scheduled by Sales Development Representatives (SDRs), as
well as conducting independent prospecting efforts.
● Conducted strategic meetings with potential clients, actively participating in the
development of partnership proposals, and continuously monitoring prospects
within the commercial sector.
● Utilized sales tools such as Sales Navigator and Ramper to identify customer
profiles, leveraging Social Selling strategies on platforms like LinkedIn, and
executing email and phone cadences to generate interest among leads and
ultimately secure meetings and recording sessions.
ENORA LEADERS, São Paulo, Brazil
Position: Sales Account Executive
Nov 2018 – Aug 2019
● Acted as the key point person for Inside Sales, managing both outbound and
inbound sales activities, while applying the SPIN Selling and Social Selling
methodologies to formalize the sale of corporate training programs, including
leadership, strategic planning, emotional intelligence, and more.
● Participated in meetings with clients to conduct needs assessments, contributed to
the development of tailored proposals, and assisted in defining the appropriate
content for training programs.
Stone Co (Cappta), São Paulo, Brazil
Position: Inside Sales Account Executive
Apr 2017 – Nov 2018
● Contributed to revenue growth as a Commercial Analyst in the Cappta division,
strategically enhancing sales processes and delivering measurable outcomes..
● Held responsibility for Inside Sales, encompassing both outbound and inbound
sales efforts, while applying the SPIN Selling methodology to achieve successful
sales outcomes.
● Actively contributed to the development of commercial projects within the
organization, playing a key role in driving growth and revenue.
● Participated in face-to-face meetings with clients and represented the company at
national entrepreneurial fairs, fostering business relationships and promoting the
organization's products and services.
● Managed a range of products, including Integrated Card Capture (TEF Electronic Funds Transfer) under Cappta, card reconciliation services through
Equals, and accreditation services with the group's acquirer, Stone Payments, and
acquiring partners such as Rede and Bin.
CNA English School / Cel.lep / Wizard, Country
Position: Teacher position
Feb 2015 – Mar 2018
● Teach English to 8 groups (average) per semester with classes ranging from 2 to
12 students.
● Responsible to prepare classes content, activities of warm-up and wrap-up, extra
classes activities and extra homework for the students.
● Specialized in classes for teenagers and adults and participating in parents’
meetings to discuss and further instigate the development of the teenager students.
Universidade Estadual Paulista, Sorocaba, Brazi
Position: Research Internship in the Limnology Laboratory
Apr 2015 – Jul 2015
● Help with laboratory routines.
● Assist a Master’s students collecting samples on site and making analyzes to
determine metal contamination on the sediments of Cantareira’s reservoirs (water
supply in São Paulo city).
Michigan State University, Michigan
Jun 2014 – Aug 2014
Position: Research Internship in Hydrology on the Department of Civil and
Environmental Engineering (USA)
● Extract static water level data and geologic data (i.e., well lithology) from MDEQ
(Michigan Department of Environmental Quality) PDF files related to
contamination sites in and near Ottawa County, MI.
● Use the data to create geological visual representations utilizing
MIG-WWP/ArcGIS (software) and visualization of statics water levels and
groundwater flow patterns in glacial and bedrock aquifers and delineate geologic
cross-sections.
EDUCATION
Bachelor’s degree in Environmental Engineering
Universidade Estadual Paulista UNESP
2016
Exchange Program, Biology, General
Universidade de Coimbra
2016
Exchange Program, Environmental Science
Michigan State University
2014
CERTIFICATIONS
TOEFL iBT
United Latino Students Association
REFERENCES: Available on request
2019