Guilherme Oliveira
@guilhermeso
I often say that my childhood dream was to work by talking to people. Today, I’m looking for ways to grow and become a better person by helping others
What I'm looking for
I've grown client portfolios, retention, and revenue across Unicred Porto Alegre, Santander Brasil, Grupo IESA, and Booked by PSP. I build trusted relationships with customers while turning their needs into practical commercial solutions.
At Unicred, I expanded a client portfolio by 100%, increased net income by 30%, and achieved an NPS of 82 through personalized financial strategies and CRM-led engagement. At Santander, I increased net income across business and personal accounts, raised NPS for a major corporate account from 34 to 76, and supported portfolio activation, retention, and growth.
In factory-direct automotive sales at Grupo IESA, I expanded the customer portfolio by 30% across three cities and maintained a 98% positive satisfaction rating. I currently support international customers at Booked by PSP, managing communication, appointment conversion, scheduling, and issue resolution across home-service industries.
I'm motivated by talking to people, helping colleagues grow, and combining relationships, business, and growth. I work daily in English and bring native Portuguese and advanced Spanish communication to customer-facing environments.
Experience
Work history, roles, and key accomplishments
• Manage inbound and outbound communication with international customers, supporting pipeline generation and appointment conversion
• Build and maintain customer relationships through professional communication, follow-ups, and problem resolution
• Coordinate appointments between customers and service technicians, ensuring efficient scheduling and a smooth customer experience
• Manage bookings, re
Factory-Direct Sales Executive Fiat | Jeep | RAM | LeapMotor
Sep 2025 - Mar 2026 (6 months)
• Managed direct sales for Fiat, Jeep, RAM, and Leapmotor, focusing on corporate clients, farmers, taxi drivers, and customers with disabilities
• Prospected corporate clients and developed a consistent sales pipeline across multiple market segments
• Managed the end-to-end sales process, from prospecting and negotiation to delivery coordination and post-sale follow-up
• Built strategic partnershi
• Managed strategic portfolios of cooperative members across credit, consortiums, insurance, and investments, focusing on financial behavior, lifecycle, and evolving client needs
• Conducted client assessments and interviews to identify pain points and develop personalized financial solutions
• Collaborated with Credit, Investments, Legal, and Compliance teams to ensure solution feasibility and de
• Supported the preparation of credit and investment proposals based on member profiles and financial needs
• Collaborated with managers and internal teams to improve communication, processes, and customer support
• Organized and reviewed business data to support decision-making and improve operational efficiency
• Assisted in internal processes to ensure efficiency and compliance with established
• Conducted financial assessments to understand clients’ risk profiles, goals, and investment needs
• Developed personalized investment strategies aligned with each client’s objectives and financial profile
• Monitored client portfolios and adapted recommendations based on market conditions and changes in client needs
• Combined financial product knowledge with a strong focus on customer experienc
• Analyzed portfolio behavior and applied data-driven strategies to drive activation, retention, and growth across individual and business clients, including companies with up to R$3M in revenue
• Developed commercial initiatives and informal A/B tests to improve product engagement, channel performance, and conversion rates
• Increased net income by 22% in business accounts and 13% in personal acc
• Managed individual client portfolios and supported corporate accounts, including Taurus Armas S.A. with 2,000+ employees
• Managed the full customer journey, from onboarding to product engagement and financial service adoption
• Built and maintained strong client relationships, driving customer satisfaction and long-term engagement
• Increased NPS at Taurus Armas S.A. from 34 to 76 through targe
• Supported client onboarding and guided customers through initial banking procedures and services
• Assisted with daily banking operations and customer service activities in coordination with branch management
• Improved service flow organization, reducing customer waiting time from 45 to 27 minutes
• Supported the sale of financial products, contributing to a 9% improvement in sales performance
• Managed IT operations across 14 retail locations, improving operational efficiency and reducing service time by 3 minutes per order
• Supported POS systems, network infrastructure, and CCTV installation and maintenance, ensuring business continuity
• Troubleshot technical and operational issues, minimizing downtime and improving service stability
• Coordinated with store managers to identify ope
Education
Degrees, certifications, and relevant coursework
BYU-Pathway Worldwide
University Preparatory Course, Business/Commerce
2026 - 2027
It is a preparatory course for BYU University. The course improves English fluency in all speaking, listening, writing and reading skills. It also helps to develop financial and emotional self-sufficiency. I speak to an American tutor every week, thus improving my English proficiency. It also aims to develop "soft and hard skills", together with Bachelor's of Applied Business Management.
Pontifícia Universidade Católica do Rio Grande do Sul
Comercial Management
2024 - 2027
One of the course’s main focuses is training professionals to work and excel in the field of Commercial Management.
The curriculum covers everything from product or service design, through pricing, market analysis, the development of multichannel commercial strategies and integrated systems, to customer relationship management and commercial performance analysis.
In addition, the emphasis on
Colégio Protásio Alves
Ensino Técnico, Information Technology
2014 - 2016
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