Team Leader, Financial Services

🕒 May 21

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Omie

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2013

☁️ SaaS

💳 Fintech

🛍️ eCommerce

SaaS • Fintech • eCommerce

Omie is a cloud-based ERP system designed to simplify business management for small and medium enterprises. It offers comprehensive solutions for financial management, sales control, and inventory management, helping businesses to operate more efficiently and effectively. With features such as automated processes, real-time financial monitoring, and seamless integration, Omie empowers entrepreneurs to unlock their growth potential and streamline their operations.

📋 Description

• Daily and weekly meetings with the team. • 1:1 feedback routine with team members. • Consolidate the team’s points to align with the manager. • Listen to team calls to identify and implement improvement actions. • Communicate campaign actions to the team. • Serve as the product knowledge reference for financial products. • Pay special attention to Sales Executives with low productivity. • Make calls in cases of low team productivity. • Act as backup during vacations or leaves of absence. • Assess whether suggested pitches have been adopted by Sales Executives. • Validate data entries/tabulations in the spreadsheet or CRM. Focus on improving data quality, better direction for the product team, and correct evaluation of conversion rates. • Support the team with portfolio information/validations. Test potential questions, quantify cases, and present consolidated, concise findings. • Monitor responses and support via Intercom, Slack, or email. Track response times and follow-ups. Perform client follow-ups. • Validate communications to ensure standards and alignment, preventing future client complaints. Approved emails should be included in the standard communications templates. • Governance over the operating model (tool usage, email templates, scripts and/or commercial pitch). • Monitor (listen to calls) and complete the checklist spreadsheet. Provide alignment and feedback with suggestions for the team. • Track daily dialing volume and connection rates by day and hour for each Sales Executive to address low productivity. • Monitor team campaigns and propose new campaigns in collaboration with the Marketing team. • Seek partnerships with other areas within Omie. • Provide support in complex cases to improve account activation flow.

🎯 Requirements

• Minimum 2 years selling financial products (e.g., checking accounts, credit cards, receivables anticipation, loans). • Minimum 3 years managing a commercial team (financial products). • Degree in Commercial Management, Economics, Business Administration, or Marketing. • Preferred: certifications such as CPA-10 or CPA-20.

🏖️ Benefits

• Flexible benefit / meal allowance: R$45.00 per working day. • Home office allowance. • Need to work on-site? We provide commuter allowance (vale-transporte). For those commuting by train/metro, a shuttle is available from the station to the office. • Bradesco health insurance. • Amil Dental dental plan. • Pharmacy assistance. • Childcare assistance. • Birthday day off to celebrate as you wish. • Partner apps for access to accredited gyms to support physical health and wellbeing. • Partnerships with online therapy and meditation platforms to support mental health. • Partnership with SESC – Credencial Plena. • Exclusive discounts at top universities and educational institutions for undergraduate, graduate and MBA courses, plus free access to Omie Academy for employees. • English In Company course partnerships. • Discount program for insurance products. • Swile Shop: platform for exclusive discounts. • Partnership with Dell. • PPRL (profit-sharing program). • Travel benefits. • Life insurance.