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Revenue Operations

2345
Caderno e lápis

Professional Experience

1 - Software

  1. CRM

    1. Pipedrive - Salesfarm​

    2. Salesforce - Condoconta

    3. Hubspot - Visa Franchise

  2. Task Organization

    1. Asana - Salesfarm​

    2. Jira - Condoconta

  3. Integrators no-code

    1. Integromat(Make) ​

    2. Zapier​

  4. Lead Generation
    1. ​Assertiva
    2. Clay
  5. SQL
    1. ​Databricks
  6. Partner portal​

    1. Referral Rocks

  7. Call​

    1. ​Twilio
  8. Multi-channel Platform​
    1. Respondio​
    2. Blip

  9. Excel

  10. Bot AI

    1. Respondio​

1 - CondoConta

Dezembro 2022 - Trabalho atual

Implementação, gestão e acompanhamento das operações de receita.

  • Higienização de Dados

  • Criação de relatórios para área de Sales, Customer Success e Partner

  • Análise de dados de vendas, Customer Success e Parceiros, propondo melhorias a partir de gargalos.

  • Manutenção e gestão de CRM

  • Suporte das operações de vendas, pós vendas

  • Implementação e acompanhamento da máquina de vendas dentro do CRM abordando desde a aquisição até a adoção do produto.

  • Implementação e acompanhamento de estratégia de parceiros.

  • Documentação de todo o fluxo e treinamento de novos profissionais.

2 - Salesfarm

Novembro/2022

Implementação da máquina de vendas.

  • Civitt - B2B - CRM

  • Mais top estetica - B2C

  • Loja de franquias - B2C

Gestão de dados do CRM​

  • Vitascience - B2C 

  • AD Clinic - B2C

  • Grupo Somos - B2B

Análise e Diagnóstico​

  • Mave

  • Deep clean

  • Top Transfer

  • CodiFlex

About Marcos Barcelos

1 - Visa Franchise
March 2025 - Now

  • Global Revenue Operations Associate

    • ​Streamline client journeys by automating workflows.

    • Build dashboards to track KPIs like lead conversion rates, sales forecasts, and
      client retention.

    • Optimize HubSpot CRM and integrate tools for team productivity and compliance.

    • Resolve operational bottlenecks in client acquisition, sales follow-up, and cross-functional processes.

    • Train teams on systems and tools to improve efficiency and client satisfaction.

    • Ensure data accuracy and reporting to support business insights and decisions​

2 - CondoConta

Dezembro 2022 - March 2025

  • Marketing Ops

    •  Implement the marketing cloud

    • Journey of engagement, leads recovery.

    • Create Reports, dashboards.​

  • Sales Operation:

    • Develop and Implement a new product funnel in Salesforce.

    • Create Reports, dashboards, and new fields for better analysis of the KPI and salesperson productivity.

  • Customer Success Operation

    • Develop and Implement an expand funnel in Salesforce.

    • Create Reports, dashboards, CSATs, NPS, and new fields for better analysis of the KPI and customer success analyst productivity.

  • Partner Operation

    • Develop and Implement a funnel in Salesforce.

    • Create Reports, dashboards, follow-up, QBR routines, and new fields for better analysis of the KPI and partner success analyst productivity.

  • Revenue Operation

    • Analyze the revenue journey

    • Analyze loss reasons

    • Analyze lower month revenue and find bottlenecks or reasons for that.

​

3 - Salesfarm

Agosto/2021 - Novembro/2022

SalesOps

I implemented some acquisition funnels and basic dashboards.

  • Civitt - B2B - CRM

  • Mais top estetica - B2C

  • Loja de franquias - B2C

  • Vitascience - B2C 

  • AD Clinic - B2C

  • Grupo Somos - B2B

Analize the process

  • Mave

  • Deep clean

  • Top Transfer

  • CodiFlex

"I didn't fail. I just discovered 10,000 ways that don't work."

Thomas Edison

Contact

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