Lucas Piovesan

Co-founded an independent financial advisory practice and built client operations from scratch, including Pipedrive CRM workflows, onboarding checklists, and compliance documentation. Built a segmented client database of 500+ contacts and a distribution network of 200+ consultant relationships, enabling scalable acquisition, retention, and revenue growth.

Owned the full customer lifecycle for a fast-growing fintech, from intake and onboarding to contract processing, partner enablement, support escalation, and retention management. Built a Jira Service Management helpdesk with SLA tracking and clear ownership, reducing average response time by 40%+ while serving as the bridge between customers and internal teams.

Led commercial strategy and client operations for the real estate division, combining advisory, sales, and customer success responsibilities to grow the client base and improve customer experience. Coordinated distribution channels and partner relationships while managing end-to-end client communication across the customer journey.

Managed high-value client relationships, driving onboarding, portfolio reviews, proactive outreach, and long-term retention on one of Latin America’s largest investment platforms. Supported the launch of a new branch by designing administrative routines and client workflows, and improved client confidence by translating complex financial and regulatory requirements into clear communication.

Qualified inbound and outbound leads, managed prospect pipelines, and supported client onboarding for investment advisory services within BTG Pactual’s distribution network. Strengthened client communication and CRM management practices to maintain structured follow-up and meet pipeline conversion and satisfaction targets.

Coordinated multi-stakeholder infrastructure projects in a regulated public-sector environment, including technical analysis, compliance documentation, stakeholder alignment, and operational controls. Ensured execution through coordinated communication across involved parties.

Completed 10 semesters of Electrical Engineering coursework at UFSC from 2017 to 2023.