Lucas Sales

Lucas Sales

Head of Business Advisory Experts @ Contabilizei

About

Entrepreneur, executive and consultant graduated in Economic Sciences from UFMG and post-graduated in Business Management with an emphasis in Finance from FDC. International living experience and with over 12 years of expertise in the field of organizational, commercial and financial management, working in national and large multinationals companies, with emphasis on the Healthcare, Financial, Telecommunications and Government segments. Expertise in planning strategies and managing guidelines for the commercialization of new businesses, in order to achieve the company's goal and increase market share. Consolidated experience in digital transformation, project management, process transformation, agile methodologies, customer experience, digital marketing and strategic marketing. Strong performance with pricing and financial management. Solid knowledge in preparing management reports and monitoring performance indicators. Highly qualified professional to manage and lead people, working with direct team leadership. Dynamic professional, with initiative, ease of learning and good interpersonal skills, dedicated to his duties and focused on results. Organized, responsible and flexible. Keywords: New business, increase market share, digital transformation, project management, process transformation, agile methodologies, customer experience, digital marketing, strategic marketing, pricing, financial management, management reports, indicators, team management.

Country

Brazil

City

São Paulo

Industry

Financial Services

Skill

Gestão de lucros e perdas, Gestão de experiência do cliente, Gestão operacional, Transformação digital, Sucesso do cliente, Excelência operacional, Planejamento estratégico, Melhoria de processos, Gestão de mudanças, Retenção de clientes, Onboarding de clientes, Mapeamento da jornada do cliente, Voz do cliente, Net Promoter Score, Tomada de decisões baseadas em dados, Metodologia OKR, Gestão de programas, Gestão de stakeholders, SaaS, Salesforce.com

Experience

Contabilizei

Head of Business Advisory Experts

Contabilizei

LinkedIn
2024-7 - Present · 2 yrs 3 mos

• Led the Business Advisory division of the fastest-growing SaaS Fintech product, serving tens of thousands of SMEs. • Advanced the OKR-driven management model, reorganizing roles and client portfolios to enhance quality, customer experience, efficiency, and scalability. • Implemented a variable compensation model linked to CX and quality metrics, human and AI monitoring, a knowledge base (Beedoo), and continuous improvement through the Voice of the Customer. • Partnered with Product and IT teams to evolve the Advisor Dashboard, pilot an AI Copilot to support service operations, and integrate key systems (Zendesk, Jira, Confluence). • Enhanced Onboarding and cross-sell playbooks, driving higher activation rates in Banking and Health plans, contributing to higher MRR and NRR. • Results: +6 p.p. CSAT, +9 p.p. Issue Resolution, best NPS in 18 months, +30 p.p. eNPS, –20% churn, –50% public complaints.

Arco Educação

Business Unit COO - Director

Arco Educação

LinkedIn
2022-2 - 2024-1 · 2 yrs

Curitiba, Paraná, Brasil

• Led the management structures of the Business Unit (Educational Platforms) with R$750M in revenue, 5,000+ schools, and over 1 million students, in a post-M&A context integrating three brands. • Unified content, customer service, P&L management, commercial, and Customer Success processes under a single governance and performance model. • Surpassed financial and team targets: EBITDA +12% | EBITDA–CAPEX +18% | 50% reduction in turnover. • Achieved the best historical churn result for the main learning system — 5%. • Implemented a digital ordering platform (automating 53% of the client base), improving the end-to-end customer journey in collaboration with Product and IT.

Arco Educação

Executive Manager of Customer Experience and Planning

Arco Educação

LinkedIn
2020-12 - 2022-1 · 1 yr 2 mos

• Led the transformation of editorial production and customer experience, integrating teams and processes to maximize efficiency. • Achieved R$15 million in cost savings and reduced production lead time, enabling the early delivery of R$120 million in orders. • Improved customer satisfaction (CSAT) by 11 p.p. and issue resolution by 6 p.p., enhancing service quality and customer loyalty.

EloGroup

Senior Manager

EloGroup

LinkedIn
2018-10 - 2020-11 · 2 yrs 2 mos

São Paulo, São Paulo

● Leadership of consulting projects in leading global organizations in their respective sectors, involving challenges associated with increasing revenues, transforming the customer experience, improving efficiency and innovation. ● Transformation of journeys and touchpoints in both the B2C and B2B segments, with an impact on millions of customers (service design, design thinking, agile methodologies, systems’ implementation). ● Structuring of team development and cultural change programs, including conducting Behavior Design pilots. ● Definition of CX metrics (NPS, CSAT). ● Definition and dissemination of business practices to leverage results in more than 700 organizational units operating in different regions of the country. ● Definition of integrated process for on and off marketing campaigns. ● Business case for the commercial structuring of the Call Center. ● Model building using advanced analytics for pricing, involving a multidisciplinary team (analytics and management). ● Preparation for implementation of pricing models, with survey of systems’ architecture and necessary requirements (technology). ● Transformation in the decision-making and operational pricing process, with the definition of experiments to implement a pricing model and robust metrics to monitor the results, enabling the development of Test & Learn mindset. ● Definition of a reference model for ‘’B2C go to market Strategy’’ for a leading group in its sector, considering market assessment and capabilities, understanding and prioritizing customer segments, structuring offers, redesigning customer journeys and defining a roadmap for evolution of the operation model. ● Performance in the following areas: communication (telephony); Health, Financial Sector. Main results: (1) Structuring of the management model and impact on revenue growth by more than $6.5 million BRL in just 8 months for a market segment in a leading organization in its sector (Dashboards, Reports, management rites).

EloGroup

Regional Director

EloGroup

LinkedIn
2011-4 - 2018-2 · 6 yrs 11 mos

Curitiba e Região, Brasil

● Responsible for the company's operations in the South of Brazil through the Curitiba-PR office. ● Execution and management of projects involving transformation of processes, dimensioning of the workforce, organizational structuring, mapping of processes to support the implementation of management systems (ERP) and CSC (Shared Services Center), value chain, process office and agile management models. ● Conducting simultaneous projects in up to five organizations. ● Hiring and training local staff. ● Main segments served: health, financial, third sector, Industry, technical education sector. ● Participation and support in the EloGroup's strategic planning. ● Experience in the following segments: Health, Justice, Education, Finance. Main results: (1) Increase revenue of $ 1.5 million BRL in the first year. (2) Growth in the customer base and projects. (3) Higher level of customer satisfaction with the projects, new hires and referral to other organizations.

EloGroup

Manager

EloGroup

LinkedIn
2014-9 - 2016-2 · 1 yr 6 mos

Belo Horizonte e Região, Brasil

● Manager of consulting projects in organizational transformations for public and private organizations, considering knowledge from several management areas such as processes, strategy, projects, quality, skills, among others. ● Experience in the following segments: Health, Justice, Education, Finance, System S. ● Instructor in classroom training linked to Process Management for organizations of different sizes. Main results and projects: (1) Responsible for the largest consulting project in the organization, with leadership of a large team and multiple work fronts. (2) Health- Transformation through the organization's processes, covering its headquarters, as well as work fronts at its branches in more than 10 states, Medium and High Complexity Hospitals. The project generated savings of millions of BRL, in addition to improving the patient experience. (3) Finance - Diagnosis of the performance model of the National Financial System councils (CMN, CNSP and CNPC).

EloGroup

Senior Consultant

EloGroup

LinkedIn
2012-3 - 2014-8 · 2 yrs 6 mos

Belo Horizonte e Região, Brasil

● Senior Consultant in organizational transformation projects for public and private institutions in Belo Horizonte-MG and Brasília-DF. Main results and projects: (1) National representative body - Mapping and reviewing the organization's legislative advisory work processes. (2) Justice - Construction of the organization's value chain, with dialogue with judges and other agents of the judiciary. (3) Education - Preparation of the organization's strategic planning (BSC), including business model, strategic map, value chain, indicators and strategic initiatives.

EloGroup

Consultant

EloGroup

LinkedIn
2011-4 - 2012-2 · 11 mos

• Consultant in organizational transformation projects for medium and large companies in the State of Minas Gerais. • Expertise in the construction and growth of the Belo Horizonte base, acting in attracting new customers and hiring and training new consultants. Main results and projects: (1) Technical education schools - Structuring the Office of Processes and the organization's process management methodology with services such as: mapping the value chain; structuring of the Processes Office; execution of process transformation projects. (2) Retail - Construction of the organization's value chain, as well as carrying out projects to improve and innovate financial processes and customer service.

Helpcred

Executive Director

Helpcred

2009-1 - 2011-3 · 2 yrs 3 mos

● Partner responsible for the administrative and financial management of the company with operations in three cities in the state of Minas Gerais - Mariana, Ouro Preto and Itabira. ● Responsible for the commercial management of two branches, in the cities of Ouro Preto and Itabira. ● Conducting the relationship with banks and partner companies. ● Recruitment and employees’ selection.

Brasil Júnior

President

Brasil Júnior

2008-1 - 2008-12 · 1 yr

● Legal and institutional representative of the organization ● Leadership of the executive board and management of the organization's strategy. ● Negotiation and maintenance of partnerships with the private sector. ● Relationship and representation of the organization with its approximately 3,500 members and, also, Government, media and external public. ● Confederation's strategic reports to its Strategic Council.

FEJEMG

Chairman

FEJEMG

2007-1 - 2007-12 · 1 yr

● Chairman of the Board of Junior Federated Companies of Minas Gerais. ● Responsible for monitoring and inspecting the work of the Federation's Executive Board and coordinating Direx projects and executive planning with the federated junior companies.

UCJ - UFMG Consultoria Júnior

President

UCJ - UFMG Consultoria Júnior

2006-7 - 2007-6 · 1 yr

Belo Horizonte, Minas Gerais

● Leadership of the organization and conducting the work of the executive board. ● Strategy management, coordinating its preparation, execution and monitoring. ● Negotiation and maintenance of partnerships. ● Representation and relationship with the University and external entities.

UCJ - UFMG Consultoria Jr

President

UCJ - UFMG Consultoria Jr

2005-9 - 2006-6 · 10 mos

Belo Horizonte, Minas Gerais

● Liderança da organização e condução do trabalho da diretoria executiva. ● Gestão da estratégia, coordenando sua elaboração, execução e acompanhamento. ● Negociação e manutenção de parcerias. ● Representação e relacionamento junto à Universidade e entidades externas.

UCJ UFMG Consultoria Júnior

Trainee and consultant

UCJ UFMG Consultoria Júnior

2005-9 - 2006-6 · 10 mos

● Expertise in operational efficiency and marketing consulting projects for the retail company.

Education

Fundação Dom Cabral

Fundação Dom Cabral

LinkedIn
2012 - 2013 · 1 yr
Universidade Federal de Minas Gerais

Universidade Federal de Minas Gerais

LinkedIn

Economia

2004 - 2009 · 5 yrs

Lucas Sales's Contact Information

Email

******@***.com

Phone

(**) *** ****

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