Identify opportunities to improve processes and customer journeys, ensuring project management focused on Financial Products in stores.
Maximize operational efficiency through the development and implementation of commercial strategies, performance monitoring, opportunity analysis and campaign creation, always closely aligned with the Commercial, Operations, Product and Customer Service teams.
Create and manage communication channels (newsletters, groups, alerts).
Share knowledge with the commercial team regarding best practices, model dissemination and campaigns.
Prepare various materials for executive presentations.
Work with the commercial team to develop materials, methodologies and strategies that will support sales and negotiation processes.
Manage commercial tools and ensure their evolution together with the teams involved.
Standardize the franchise model, customer service and routines.
Ensure the channel action calendar is maintained.
Plan, execute and monitor pilots (location, format, promotions, results).
Validate operational models from a store commercial perspective.
Manage rollout schedules and gate reviews.
“Ready to scale” checklist.
Product rollout roadmap.
Manage commercial tools and ensure their evolution together with the teams involved.
Define and review priorities with internal process and product areas, ensuring journeys are agile so as not to impact store sales and NPS.
Translate business needs and identified opportunities into clear, well-defined, and understandable requirements for the Products and Development teams, ensuring understanding of the scope and objectives of each request.
Requirements
Bachelor’s degree in Business Administration, Marketing, Psychology or related fields.
Solid experience building, reviewing and optimizing commercial models, preferably in the financial products segment.
Experience in banking or financial institutions (retail banking, acquiring, fintechs, payment methods, credit, insurance, etc.).