Open to opportunities

Romario Rodrigues de Paula Pinto

@romariorodriguesdepa

Message

I manage international client onboarding, compliance operations, and customer relationships in regulated environments.

Brazil

Message

What I'm looking for

I'm looking to apply my international client onboarding, compliance, and relationship-management experience in customer success, SaaS, AI, or process-automation environments where I can improve customer experiences and maximize business value.

At Endevio in Malta, I managed high-net-worth international clients through residency and citizenship application journeys, coordinating onboarding, regulatory documentation, cross-border submissions, and stakeholder communication.

I've worked across compliance, client operations, and regulatory content, including supporting enterprise clients through Thomson Reuters Checkpoint and guiding policyholders through complex health-insurance claims at PLASC Health Insurance. I use HubSpot and Salesforce to maintain audit-ready records, resolve client challenges, and improve customer workflows.

I'm passionate about technology, AI innovation, SaaS, process automation, and helping customers maximize business value.

Experience

Work history, roles, and key accomplishments

Compliance Executive

Endevio

May 2024 - Oct 2025 (1 year 5 months)

Managed a portfolio of international high-net-worth clients throughout complex residency and citizenship application journeys, serving as their primary point of contact from onboarding through successful completion. Built trusted relationships with clients, legal advisors, financial institutions, and government authorities.

Customer Onboarding Stakeholder Management Cross Functional Collaboration CRM Management Salesforce HubSpot Process Improvement Operational Excellence Compliance Operations Customer Due Diligence Enhanced Due Diligence Source Of Wealth Customer Relationship Management

Editorial Content Analyst

Thomson Reuters

Feb 2022 - Jan 2023 (11 months)

Collaborated with legal editors and cross-functional stakeholders to deliver accurate regulatory content supporting enterprise clients. Managed multiple projects simultaneously while maintaining high standards of quality, consistency, and timely delivery.

Regulatory Content Quality Assurance Legal Research Project Management Cross Functional Collaboration Content Management

Policy Compliance Analyst & Claims

PLASC Health Insurance

Mar 2019 - Dec 2021 (2 years 9 months)

Supported policyholders throughout the claims process by providing responsive, accurate, and customer-focused service. Reviewed documentation to verify policyholder eligibility and ensure compliance with internal procedures.

Claims Processing Customer Service Documentation Review Compliance Problem Solving