Expert CRM Specialist

Turning ideas into results.

Book a free 30-minute call with me to find out how we can accelerate your CRM setup, automate your sales process, and lead your sales operations.

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What I Do

Sales Operations & CRM Strategy brings together financial expertise and CRM excellence to empower your business.With a foundation in Business Administration and an MBA in Finance, Controllership & Auditing, I combine a rare blend of financial acumen and CRM knowledge to deliver solutions that drive performance.From portfolio allocation and risk assessment to streamlining workflows and optimizing CRM performance, I help companies turn client data into strategic insight and stronger relationships.Whether it’s designing and executing CRM implementations, collaborating across teams to translate business needs into automation, or documenting processes for consistent adoption, I provide scalable strategies tailored to your stage of growth.I work across sales and technical environments to ensure seamless integration, eliminate manual bottlenecks, and bring clarity to your pipeline.Certified in CPA-10, AAI, and Banking Correspondent — and fully remote-ready — I’m ready to help your team perform at its best.Let’s connect

About me

Hello!At Close Accelerate, I enhance client experiences by supporting CRM systems, troubleshooting technical challenges, and ensuring seamless implementations. Earlier, as a Financial Advisor and Consultant, I managed investment portfolios, developed strategic financial plans, and worked closely with individuals and businesses to achieve their goals. This background gives me a unique perspective on building CRM solutions that support smart, data-driven decisions.Outside of work, I’m an RPG and board game enthusiast, a frequent reader, and I’m loving life in Rio de Janeiro — currently learning beach tennis on sunny afternoons.Let’s connect.

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