Michele Vieira de Carvalho
I am a detail-oriented B2B support professional and Financial Services specialist with 10+ years of experience in client relationship management, CRM tracking, regulatory documentation, and professional outreach across…
About
I am a detail-oriented B2B support professional and Financial Services specialist with 10+ years of experience in client relationship management, CRM tracking, regulatory documentation, and professional outreach across banking and investment environments in Canada and Brazil. I thrive in structured, compliance-driven settings and am known for researching prospects, managing lead pipelines, maintaining precise records, and coordinating referrals to support partner collaborations.
I am highly organized, proactive, and able to handle multiple priorities independently. I excel at research, lead pipeline management, and providing high-quality administrative and client support. I am seeking a part-time Virtual Assistant / B2B support role to back professional services and SME outreach initiatives.
- 6 years' experience
- Joined February 2026
Languages
- EnglishFluent
- PortugueseFluent
- Spanish; CastilianBeginner
Industry experience
- Financial Services
- Professional Services
- Other
Work experience· 8 roles
Manage client portfolio and relationship pipeline using CRM systems and structured tracking processes; Conduct client research and needs analysis to recommend solutions and next-step actions; Generate new business through structured outreach and referral partner collaboration; Maintain detailed compliance records and client communication logs; Coordinate referrals with internal partners and specialists; Support business development initiatives through lead follow-up and relationship nurturing.
Manage client portfolio and relationship pipeline using CRM systems and structured tracking processes. Conduct client research and needs analysis to recommend solutions and next-step actions. Generate new business through structured outreach and referral partner collaboration. Maintain detailed compliance records and client communication logs. Coordinate referrals with internal partners and specialists. Support business development initiatives through lead follow-up and relationship nurturing.
Identified new client opportunities through proactive outreach and needs assessments; Documented client interactions and follow-up actions; Maintained updated records of investment activities; Supported cross-department referrals and partner coordination; Exceeded performance scorecard targets.
Education
Certifications and awards· 14
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