Tania Veloso

Samsara - Mid Market Account Executive

• Responsible for prospecting and analyzing the market and new clients to manage the entire sales process, including demos, POCs, negotiation, and closing.
• Follow-up with clients to execute cross-sales and up-sales.
• Customer relationship management for client retention.
• Lead generation through direct collaboration with marketing, such as events (expos, industry events, client visits, etc.), cold calling, and campaigns.
• General sales administration, including pipeline generation and CRM management.

• Managed key company accounts by analyzing the market and competition, strengthening client relationships, positioning the company, and leading the team.
• Led lead generation efforts through campaigns, calls, emails, and events.
• Managed the full sales cycle, from surveys and proposal preparation to follow-up, negotiations, and deal closures.
• Oversaw projects with the operational team.
• Developed strategies to increase sales.
• Knowledge in SPM, CPM, CX, GRC, and ERP.

• Sold life, medical, and property insurance by identifying clients’ financial needs through in-depth analysis.
• Recommended tailored solutions to meet short, medium, and long-term goals.
• Managed projects with various federal government agencies to ensure maximum personnel enrollment.
• Negotiated with directors, undersecretaries, and secretaries to expand coverage.

• Prepared monthly reports, including booking forecasts, highlights, and CRM entries.
• Developed and implemented follow-up plans for assigned key accounts.
• Created cost estimates by reviewing client documents and consulting account managers.
• Identified sales opportunities by analyzing the market and implementing strategic approaches.
• Managed high-volume sales channels, including social selling, email campaigns, and outbound calls.
• Maintained proactive communication with clients and documented follow-ups.

• Ensured customer satisfaction by working with operational teams to resolve service issues.
• Negotiated long-term contract renewals with franchise owners and sales affiliates.
• Trained and mentored team members to boost productivity, accuracy, and service commitment.
• Supported independent distributors of promotional products to drive sales and profitability.
• Developed strategic planning initiatives to penetrate key accounts.
• Monitored key metrics and implemented actionable insights to improve efficiency and performance.

• Led the company’s international expansion, primarily in LATAM.
• Managed operations, logistics, administration, HR, imports, government relations, and quality control in multiple countries.
• Developed new clients and led negotiations.

• Oversaw import and export operations with Brazil and Peru, including client prospecting, sales process, closing deals, and shipment tracking.
• Managed logistics, government procedures, customs clearance, and final deliveries.
• Handled air, sea, and land freight operations.
• Administered personnel, accounting, and business relationships.
• Coordinated with suppliers from different countries.

• Provided customer support to improve customs clearance efficiency.
• Classified goods according to the General Import and Export Tax Law (LIGIE).
• Processed and corrected customs declarations.
• Coordinated export operations and team activities.
• Optimized delivery times and improved service efficiency.
• Managed package stock and resolved exceptions.

Responsible for coordinating, supervising, and motivating a team to ensure the achievement of objectives. Acts as a point of contact between the team and other areas of the organization, promoting continuous improvement, professional development, and a collaborative work environment.

Some of the tasks I perform include:

• Supervising and coordinating the team’s daily activities.
• Assigning tasks and ensuring both individual and group goals are met.
• Monitoring performance through KPIs and other indicators, and proposing improvements when necessary.
• Providing continuous and timely feedback to team members.
• Identifying training needs and promoting the team’s professional growth.
• Resolving conflicts or escalating them when needed.
• Ensuring compliance with company policies, processes, and quality standards.
• Promoting effective communication within the team and with other departments.
• Participating in continuous improvement initiatives and supporting the implementation of operational changes.