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Creditas is seeking a Senior Sales Planning and Performance Analyst to join their Planning & Performance team. This team plays a critical role in monitoring metrics, planning, and controlling the production of commercial and operational teams. The main goal of this team is to maximize efficiency gains in the sales funnel and propose improvements to the marketing strategy and customer success journey.
The Senior Analyst will be responsible for extracting and analyzing data to identify opportunities, creating and maintaining dashboards and indicators, and supporting the structuring of variable compensation and team scaling. They will also project capacity, productivity, and demand, manage KPIs and variable compensation for executives and analysts, and lead initiatives to maximize productivity. The role involves contributing to customer retention strategies and collaborating with product and marketing teams to implement improvements in the work journey and customer experience. Ultimately, the Senior Analyst will support more assertive and effective decision-making for the business and support indirect channel strategies while monitoring market trends.
Responsibilities:
- Extract and analyze data for opportunity identification.
- Create and maintain dashboards and indicators.
- Structure and support variable compensation and team scaling.
- Project capacity, productivity, and demand.
- Manage KPIs and variable compensation for teams.
- Lead initiatives to maximize productivity.
- Contribute to customer retention strategy.
Requirements:
- Experience in Sales Planning, Analytics, or Revenue Operations.
- Experience with variable compensation management.
- Advanced Excel or Google Sheets skills.
- Advanced SQL knowledge.
- Knowledge of sales operations and processes.
- Knowledge of performance indicators.
- Problem-solving skills.
- Organizational skills and proactivity.
- Good communication and interpersonal skills.
Creditas offers:
- Life insurance
- Health and dental plans
- Corporate University
- Mental health support
- Gym access
- Birthday day off
Creditas
Creditas is a Latin American digital platform focused on enhancing lives through auto, real estate, and employee benefits ecosystems. It delivers diverse financial products and services, including fintech solutions, digital insurance, and consumer solutions, leveraging proprietary technology for a unique user experience. Its credit portfolio encompasses mortgage, auto, and payroll loans, while its digital insurance branch operates as Brazil's largest independent broker in partnership with numerous carriers. Founded in 2012, Creditas employs over 2,500 people across offices in São Paulo, Valencia, and Mexico City.