Guilherme Goldstein Pecoits

I am responsible for the first contact with potential clients. My role involves prospecting and qualifying leads, conducting strategic conversations to understand each case, gathering key information, and scheduling legal consultation meetings. This experience has strengthened my skills in active listening, empathy, communication, and organization.

I worked on prospecting and qualifying potential clients through personal networking and both cold and warm calls, using the SPIN Selling methodology to understand their profiles, goals, and financial pain points. I conduct financial assessment meetings where I present our services and guide the client through micro-commitments leading to the commercial proposal. Once the proposal is accepted, I deliver a comprehensive financial plan in four structured meetings. I build strong client relationships to ensure successful implementation and long-term support throughout their financial journey. My work model is flexible, allowing me to meet clients at the office, remotely, or in-person at a location of their preference.

I experienced an international exchange that enhanced my adaptability and intercultural skills. I participated in collaborative projects, broadening my perspective on innovative methods and communication strategies.

I organized and standardized projects by developing methodologies that optimized processes and ensured consistent deliverables. I aligned strategic initiatives with leadership, contributing to the company's growth. I conducted feasibility tests for new products, validating innovative solutions and expanding the product portfolio. I established strategic partnerships by negotiating agreements that expanded the supply offering. I worked with defined targets, monitoring performance and adjusting strategies to achieve results.

I developed and executed experiments, contributing to advancements in research and data analysis. I organized and managed databases, facilitating the interpretation of critical information for projects. I collaborated with a multidisciplinary team, strengthening communication and teamwork skills. I presented results in technical reports, enhancing the communication of complex information.