Sales Analyst - São Paulo, Brasil - Patria Investments

Descrição

About Patria

Patria is, essentially, a long-lasting and resilient entrepreneurial Partnership, that continually observes reality, anticipates trends and adapts to capture them. Here we are home to professionals who carry this entrepreneurial spirit, who know how to transform ideas into real business opportunities, and who are engaged in the development and perpetuation of the Partnership.

This position will be based in our Office in São Paulo in a full on-site working model.

Main Responsibilities:

• Relationship management with customers and prospects, conducting meetings and organizing roadshows;
• Collaborate with sales officers to anticipate client needs, provide personalized solutions and answer clients' queries promptly and efficiently;
• Develop and update the area's prospect base according to the fundraising strategy;
• Support fundraising preparation: materials, documents, roadshows (geography and target list);
• Ensure the integrity of the materials produced by the area;
• Help organize and input data into the client's database to enhance the quality of information;
• Evaluate KPI and SLA monitoring reports and direct necessary actions to ensure achievement of results with special dedication to strategic projects;
• Work closely with cross-functional teams, including operations, marketing, investment teams, and compliance, to deliver holistic solutions to clients.

Requirements:

• Data Analysis Skills with proficiency in Excel and Power BI
• Ability to manage multiple priorities effectively in a dynamic environment.
• Communicative, proactive, results and detail-oriented
• Fluent English.

Ideal profile:

• Proficiency in Data Analysis Tools and programming skills (i.e Python)
• Experience with prospecting and relationship development;
• Knowledge of alternatives products.

Work Environment:

It isn't just the performance that matters. We also care about the way we achieve our targets. And we see our way of working as a differentiator, which contributes to retain the best team, to establish long-term relationships with clients, to expand to other countries, and to attract investors and partners who allow us to generate superior returns. How we do it:

1. Ethical

2. Aligned to Our Clients' Objectives

3. Associative and Complementary

4. United by a Purpose

5. Disciplined, Criteria-driven and Hands-on

6. Environment that Fosters High-Performance

Diversity:

At Patria we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. Our employment policies strictly prohibit all forms of discrimination on any of the grounds in relevant laws. All our employment practices are solely based on individual merit and our organization's needs at the time.