Talita M.

Sales and CX at InvestAI

Talita M. has nine years of work experience. From 2021 to present, they have been working at InvestAI in the roles of Sales and CX and Customer Experience Analyst, where they are responsible for data analysis and metrics of CX and investments, sending daily and weekly reports on lead conversion and new customers, and providing support, sales, and investment and platform inquiries via chat and phone. From 2018 to 2021, they worked at Listo as an Analista de Tesouraria, where they were responsible for daily bank reconciliation of the group's companies and for the delivery of financial closing respecting deadlines, using Excel and SAP and CFI systems. Talita also performed manual and batch entries in SAP and CFI systems, processed returns (CNAB) in the SAP system, and prepared spreadsheets for data import into CFI and SAP systems. Additionally, they made treasury entries in the CFI system and pre-accounting entries in the SAP system. Talita also served as a Supervisora de atendimento, where they were responsible for attending to the KPI numbers to help an engaged team improve performance, individual and team planning, and setting individual and collective goals and tasks for the team. From 2014 to 2018, they were an Analista Sênior de Suporte Técnico Bilíngue, Analista Pleno de Suporte Técnico Bilíngue, and Analista Júnior de Suporte Técnico Bilíngue at Xerox. From 2013 to 2014, they were a Recepcionista Bilíngue at MSD Saúde Animal, where they were responsible for bilingual personal and telephone attention, expense allocation by cost center, and communication with all sectors of the company. From 2011 to 2013, they were an Auxiliar Administrativo at Plano CDE - pesquisa, Inovação, impacto. and Volkswagen do Brasil, where they were responsible for accounts payable, payments of various company expenses, accounts receivable (exchange), and issuance of service invoices. From 2009 to 2011, they were an Estagiária at Caixa Economica Federal.

Talita M. has a varied education history. In 2021-2022, they are pursuing a Pós-graduação Lato Sensu - MBA Executivo in Controladoria, Auditoria e Compliance at Universidade Anhembi Morumbi. From 2015-2019, they obtained a Gestão da produção Industrial degree from Instituto Federal de Educação, Ciência e Tecnologia de São Paulo - IFSP in the field of Engenharia e Gestão Industrial. From 2006-2010, they obtained a Bacharelado em Administração from Universidade Presbiteriana Mackenzie in the field of Administração de Empresas. Talita M. has also obtained various certifications from institutions such as ANBIMA, Bettha.com, B3, Escola Conquer, Udemy, FECAP, Senac São Paulo, University of Cambridge, Cultura Inglesa, Wizard by Pearson, Universidade Ibirapuera, and CIEE - Centro de Integração Empresa-Escola.

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