Analista de planejamento Pleno

Jobgether

Brasil

Remote

BRL 41,000 - 49,000

Full time

5 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Birthday day off

Home-office allowance

Meal and food allowance

MediQuo access

Birthday voucher

Fully remote working arrangement

Job summary

Jobgether in Brazil is seeking a detail-oriented Planning Analyst to manage dialer planning and CRM data workflows for multiple operational teams in a fully remote role.

You will configure campaigns, monitor KPIs, and translate business needs into technical requirements for CRM and dialing systems, driving efficiency and improved lead distribution.

The position emphasizes data-driven improvements with a comprehensive benefits package and remote-friendly practices.

Qualifications

Bachelor’s degree completed or in progress in Business Administration, Engineering, Commercial Management, Information Systems, or a related field.
Experience in operational and/or strategic planning.
Familiarity with customer service, call center, telesales, or back-office operations.
Strong verbal and written communication skills.
Excellent organizational skills and attention to detail.
Analytical, proactive, and results-oriented approach with targets and performance indicators.
Advanced CRM knowledge, including data extraction and analysis, reporting, field structures, and sales or operational funnels.
Experience with dialer platforms, including list imports, campaign configuration, and performance monitoring.
Advanced Excel skills, including pivot tables, XLOOKUP (PROCX), array formulas, and Power Query.
Proficiency with Google Workspace tools (Sheets, Docs, Slides, Forms).
Ability to analyze large datasets and translate findings into practical improvements.

Responsibilities

Manage the complete lifecycle of dialer databases, from extracting information from the CRM to importing, monitoring, and closing lists.
Configure and monitor campaigns, contact lists, dialing queues, and operational parameters, ensuring data quality and accuracy.
Prepare and monitor operational reports and KPIs, including productivity and conversion.
Analyze large volumes of data to identify bottlenecks, performance deviations, and improvement opportunities.
Recommend and implement process improvements to increase efficiency and campaign results.
Serve as main liaison between operational leadership and CRM development teams, gathering requirements and validating solutions.
Identify opportunities to improve lead processing, distribution workflows, reporting structures, and control tools.
Support planning, performance management, and continuous improvement projects.

Skills

CRM knowledge

Dialer platforms

Advanced Excel

Google Workspace

Data analysis

Targets & KPIs

Education

Bachelor’s degree in Business Administration/Engineering/Information Systems

Tools

Jira

Trello

Notion

Power BI

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Analista de planejamento Pleno based in Brazil.

We are looking for a detail-oriented Planning Analyst to manage and optimize dialer planning and control processes across multiple operational teams.
In this role, you will oversee the complete lifecycle of CRM data and calling lists, ensuring accurate imports, campaign configurations, and performance monitoring.
You will analyze operational indicators to identify bottlenecks, track productivity, and improve contact and conversion rates.
Acting as a bridge between operational leaders and CRM developers, you will translate business needs into clear technical requirements and help validate new solutions.
You will also contribute to improving lead distribution, reporting processes, and operational management tools.
This fully remote opportunity is ideal for an analytical and proactive professional who enjoys working with data, technology, and continuous improvement.
Your work will directly support more efficient, measurable, and results-driven operations.

Accountabilities

You will manage the planning, execution, and continuous improvement of dialer operations, ensuring that teams have reliable data, effective campaigns, and accurate performance insights. Your responsibilities will include:

Manage the complete lifecycle of dialer databases, from extracting information from the CRM to importing, monitoring, and closing lists.
Configure and monitor campaigns, contact lists, dialing queues, and operational parameters, ensuring the quality and accuracy of the data used.
Prepare and monitor operational reports and KPIs, including productivity, database utilization, successful contact rates, and conversion.
Analyze large volumes of data to identify operational bottlenecks, performance deviations, and opportunities for improvement.
Recommend and implement process improvements to increase operational efficiency and campaign results.
Serve as the main point of contact between operational leadership and CRM development teams, gathering requirements, organizing requests, and validating delivered solutions.
Identify opportunities to improve lead processing, distribution workflows, reporting structures, and operational control tools.
Support planning, performance management, and continuous improvement projects across the organization.

Requirements

The ideal candidate has experience in operational planning and a strong analytical mindset, combining technical knowledge of CRM and dialer systems with the ability to turn data into actionable improvements. You should be organized, proactive, and comfortable working with performance targets and multiple stakeholders.

Bachelor's degree completed or in progress in Business Administration, Engineering, Commercial Management, Information Systems, or a related field.
Experience in operational and/or strategic planning.
Familiarity with customer service, call center, telesales, or back-office operations.
Strong verbal and written communication skills.
Excellent organizational skills and attention to detail.
Analytical, proactive, and results-oriented approach, with the ability to work effectively with targets and performance indicators.
Advanced CRM knowledge, including data extraction and analysis, reporting, field structures, and sales or operational funnels.
Experience with dialer platforms, including list imports, campaign configuration, and performance monitoring.
Advanced Excel skills, including pivot tables, XLOOKUP (PROCX), array formulas, and Power Query.
Proficiency with Google Workspace tools, including Sheets, Docs, Slides, and Forms.
Ability to analyze large datasets and translate findings into practical operational improvements.

Additional qualifications that would be an advantage:

Knowledge of Power BI.
Experience with control desk functions or call center, telesales, and credit operations.
Familiarity with task and project management tools such as Jira, Trello, or Notion.
Knowledge of macros and VBA.

Benefits