Analista de Pré-Vendas

Conduct initial screening of inbound leads to assess qualification potential and advance the sales pipeline. Engage with leads promptly via phone calls to generate engagement, overcome objections, and convert prospects into active clients. Document all interactions in the CRM to ensure the team maintains complete and up-to-date information. Collaborate closely with the sales team to prepare qualified leads for closing and monitor performance KPIs to suggest process improvements. Collect lead feedback and share insights with marketing and sales to optimize acquisition and approach strategies. Maintain current knowledge of the financial sector and product updates to communicate effectively with prospects.