Windchill Process Consultant supporting engineering lifecycle processes within PLM platform. Responsible for translating business requirements into system workflows and supporting engineering teams.
About the role
- Consultant managing B2B relationships in the education sector. Growing client portfolio with focus on payment solutions and financial services.
Responsibilities
- Manage a portfolio of active clients with a focus on revenue expansion and adoption of the payments product (receivables)
- Act in a consultative manner with schools, understanding their financial operations (delinquency, cash flow, payment methods) and identifying opportunities for improvement
- Identify, plan and drive upsell and cross-sell opportunities, especially related to financial solutions
- Present customized proposals based on analysis of financial data and product usage, connecting benefits to the client's concrete KPIs
- Hold meetings with decision-makers (directors, school owners/maintainers and finance teams), using technical and value-based arguments
- Support clients in understanding and adopting payment solutions, such as reconciliation and collections management
- Conduct negotiations and record all steps in the CRM with clarity and consistency
- Work in partnership with Product, Customer Success and Marketing teams for the continuous evolution of the value proposition
- Monitor metrics such as conversion, revenue generated, transaction volume and portfolio development.
Requirements
- Experience in B2B consultative sales or portfolio management focused on expansion
- Familiarity with CRM, pipeline management and commercial routines
- Analytical ability to interpret data and build value propositions
- Strong communication and negotiation skills with multiple stakeholders
- Interest or experience in the education market is a plus
- Previous experience at financial institutions, fintechs, acquirers, sub-acquirers or guarantors
- Knowledge of payment methods (card, boleto (bank slip), PIX), receivables anticipation (cash advance/discounting), financial reconciliation, delinquency management; experience with B2B financial products or credit solutions; experience negotiating with finance areas (CFOs, controllers, maintainers).
Benefits
- Meal allowance on a Flash card (flexible card)
- Home office allowance
- Health plan (copayment) and Dental plan (100% paid by the company)
- Day off during the week of your birthday
- Discounts on undergraduate and graduate courses at Unifor
- Discounts on airline tickets and accommodations
- TotalPass. 💜
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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