Jojo User

At Standard Investment Bank, I analyse client portfolios and sales performance to uncover upsell and cross-sell opportunities, contributing to a 50% increase in upsell revenue over two years. I also lead generation strategies and funnel monitoring that increased new business inquiries by 30% and grew the client base by 12%.

Previously at Caetano Group, I built Tableau dashboards from Zoho CRM data, saving 10 hours weekly in manual reporting while tracking KPIs, recurring sales, and pipeline performance. I partnered with sales and marketing teams to turn customer and campaign data into practical initiatives, and built a 3,000+ user community with over 70% engagement.

My background spans investment banking, automotive, banking, research, and financial advisory. I bring together requirements gathering, stakeholder management, process improvement, reporting, and customer insight to support data-driven decisions.