Business Analyst

The Business Analyst is responsible for understanding the business needs of our clients from various insurance business lines in order to design a new claim settlement process with LISA technology, negotiating the specific requirements for the new flow, and coordinating with internal teams to execute the vision.

Ideal Characteristics:

  • You are an experienced negotiator in client-facing roles.
  • You have a strong background in both insurance and technology.
  • You enjoy understanding, optimizing, and creating business flows.
  • You are a go-getter and super resourceful.
  • You are able to read between the lines.
  • You employ critical thinking and creative problem-solving skills to navigate relationships.
  • You take initiative and have a strong drive for results and meeting deadlines.
  • You can easily create and maintain strong and positive relationships with clients.
  • You have a desire to work with internal and external teams to achieve a shared outcome.
  • You are comfortable working in a fast-paced environment and navigating ambiguity.
  • You are coachable, welcome feedback, and have an interest in improving your craft.
  • You are eager to learn and anticipate client needs. 
  • You are comfortable with remote work.
  • You have a positive attitude when facing complex challenges.
  • You have a hyper attention to details.
  • You are able to self-manage your time and deadlines.
  • You are highly proactive, with the ability to work on their own initiative and with a strong drive for results and meeting deadlines.
  • You have excellent oral and written communication skills to relate at all levels.
  • You have developed teamwork skills and strong collaboration skills.
  • You have advanced level of English and Spanish.

Technical requirements:

  • Degree completed in a related area.
  • Minimum 1-2 years of experience in Insurance, and/or technology services.
  • Minimum 1-2 years of experience in client-facing role.
  • Extensive knowledge of office automation, especially Google Workplace, Google Drive, everything in the cloud.
  • Solid knowledge of agile methodologies such as SCRUM.
  • Experience in using Confluence and JIRA for documentation, facilitation and reporting purposes.

Job Requirements:

  • Strong sales and relationship skills
  • Business analysis experience handling complex assignments that require specialized knowledge in breadth and/or depth in the area of ​​specialization.
  • Advanced individual decision making within the limits of authority.
  • Application of advanced knowledge of:
    • insurance policy, coverage and regulation.
    • processes, policies, procedures, claim systems, coverage, liability, damage estimation and/or claim settlement, and compliance with applicable legal compliance standards.
    • discipline practices, including best practices, to support the business.
    • analytical procedures to reconcile, manipulate and recognize patterns in data.
    • troubleshooting and complex reporting for analysis.
  • Application of advanced skills of:
    • Effective interaction and training for others to interact effectively with internal or external customers and act with empathy.
    • Design of business processes and strategic direction.
    • Leveraging learned technical skills in support of team goals
    • Negotiation and conciliation
    • Troubleshooting to continuously improve business results.
    • Leadership to achieve the objectives of the business unit.
    • Enterprise architecture.
    • Design, improvement and integration of processes.
    • Functional integration to incorporate new capabilities and processes with existing claims activities.


  • Gather and analyze information, formulate, and develop and communicate recommendations to client 
  • Management and design of the design, construction and improvements of business processes and digital capabilities.
  • Guarantee of the integration between processes and capabilities together with experts in the business field
  • Development and maintenance of design and implementation
  • Collaboration with all areas of responsibility and suppliers/external partners to implement initiatives.
  • Influence others as necessary to support team goals and initiatives.
  • Capability-level operation, in support of broader platforms.
  • Development of functional data flow to ensure the effectiveness of the new capabilities.
  • Proactive engagement of other staff members to gather ideas and feedback to inform program design; Responsible for prioritizing and incorporating improvements in program deliverables within the roadmap.
  • Development and maintenance of program deliverables (e.g. process flows, presentations, reports, project updates).
  • Development, improvement, implementation and integration of processes.
  • Optimization of process monitoring with process agility.
  • Definition of measures to ensure compliance / adherence to the process.
  • Influence on the design of business processes.
  • Establishing and maintaining a connection with the customer by understanding and meeting their needs; attending to the client with empathy; and following up to ensure customer needs have been met.
  • Management, investigation and resolution of communications, concerns, conflicts or highly complex problems with clients.
  • Review of customer satisfaction results; recommends, designs and implements personal and business unit action plans.

Job Objective

To obtain maximum value for the client and LISA Insurtech by defining, designing, and negotiating the most optimal business solution for the client and delivering the solution with internal teams 

Executive Assistant

This role will report to the CEO and Chief of Staff. We are looking for someone dynamic and decisive who is capable of making assertive decisions and solving problems in an agile and ambiguous environment. Whoever fills this role will need to take a holistic approach to provide support to the executive team with administrative tasks. Your role is very important for the company because you ensure that their time is optimized and aligned with their needs and those of the business.

Ideal characteristics:

  • You love details,  like order, structure, and process.
  • You like to fix things and figure out how things work. 
  • You love both independent and collaborative work.
  • You are a good communicator both written and oral. 
  • You are comfortable with remote work.
  • You are comfortable with change and can respond quickly.
  • Proficiency in English and Spanish. 
  • You are comfortable with multitasks.
  • You have ability to prioritize, strong organizational skills, adaptability and good communication skills.
  • You manage the tasks quickly and in a short period of time.
  • You like to anticipate what the executive team will need, using your initiative and tenacity to get the job done..
  • Discretion and confidentiality is required since it will be handling sensitive information.

Technical requirements:

  • Higher degree in administration and finance, secretarial or similar.
  • Very high level of English. 
  • Previous experience of at least 5 years in a similar position as Executive Assistant giving support to the General Management.
  • Good level of computer skills: Gmail, Google Doc, Google Sheet and Powerpoint. 

Job responsibilities:

  • Room management, meeting planning and committees
  • Act as a point of reference for the facilitation of communications with the internal teams and external people. 
  • Support in preparation of documentation, management of deadlines, databases, customer service…).
  • Schedule management.
  • Travel organization and associated arrangements.
  • Attention to visits, preparation of rooms.
  • Contact with investors.
  • Participate in leadership meetings taking notes, preparing materials, following up on action items and sending summaries once completed.
  • Other tasks derived from the position.


  • 4 weeks of vacation (PTO), + 1 Week more, Last week of the year, LISA Insurtech doesn’t work.
  • 100% Remote work + travels for work.
  • Very good work environment.

HR & Talent Specialist

At LISA Insurtech, we’ve experienced a wonderful period of growth as the direct result of increased efficiency and productivity. To continue on this trajectory. We’re looking for a highly skilled Human resource Specialist to help us promote our talents, develop the career path of our collaborators, and identify what our human capital needs to be better and create a safe culture of meritocracy. Our ideal candidate will have extensive Human Resource experience and a comprehensive knowledge of talent management. He/she will have the ability to guide a team of engineers, developers, writers, designers, AI Scientist and interact with the Marketing & sales team on a regular basis. If you have an understanding of what makes people tick and want to deliver solutions that make a difference, we would love to meet you.

The HR & Talent Specialist provides full HR services to the company to guarantee high performance, employees satisfaction and an adequate social climate.

Moreover the HR & Talent Specialist manages all Talent management activities in order to attract and retain people with energy and passion for our business.

This role will be reporting to the COO of the Company.

Objectives of this Role

  • HR & Talent Specialist provides: Be the interface for all the team. Render full HR services in the best quality and with high responsiveness to the employees.
  • Facilitate & support HR processes for the Company: Facilitates & supports the policies & processes. Implements the HR processes in the company with the support of the experts (or vice versa). Supports change processes.}
  • Talent Management: Support in all talent activities and Group high potential programs for the company
  • Performance Management and Training:
    Supports line management during the performance process and ensures its consolidation on company level.
    Deep comprehension about OKR and Individual performance connected with the main goals of the company.
    Safeguards Company wide training opportunities within the set budget, networks with internal and external training institutions. Provide direction and training support in developing and establishing employee training program to upgrade skills and to develop employees for future job advancement.
    Supports line management in development plans and ensures their consolidation. Realizes people’s reviews. Supports in defining development needs in order to ensure that all managers and employees have the necessary competencies to execute their job in a performing way and are offered adequate career evolution opportunities.

Main Responsibilities

  • Manage the Human Resources, IT, Administration and Internal Communication department.
  • Attract, select and retain staff of the highest caliber appropriate to job requirements and to organization standards of efficiency, competence, professionalism and integrity.

  • Get the Administrative and HR basics right and build from there, a top-class business support function.

  • Provide in-depth, tailor-made assistance to the managers in order to facilitate and support the HR dimension of their mission.

  • Responsible for IT systems and network management.

  • Guarantee all internal communications.

  • Manage all office admin functions.

Daily and Monthly activities

  • Staffing (recruitment & selection).

  • Training and Development.

  • Human Resources Information Systems.

  • Performance Management.

  • Reporting & monitoring (KPI).

  • Preparation, harmonization, negotiation of local employment contracts and secondment agreements.

  • Build effective communication channels to ensure that the HR department is aware of and responsive to the needs of the teams and individuals.

  • Periodically review the local compensation & benefits package with support of the regional head office.

  • Update/write local policies and procedures as required.

  • Various ad-hoc projects.

  • Act as a line manager to the office administration functions, ensuring the function is adequately resourced and run professionally.

Required Experience

  • 5-10 years of business experience, of which at least 4 years in an HR & Admin function.
  • Knowledge of labor laws.

  • Experience of working in an international environment, with a knowledge/awareness of the issues relating to secondments, e.g. work permits, visas, taxation.

  • Proven experience of recruitment and selection.

  • Proven management experience with the ability to embrace new initiatives.

  • Solid bases in recruitment, training, development & performance management.


  • Strong interpersonal skills, excellent communication skills, pragmatic and business minded, motivated, reliable, flexible.

  • Strong process orientated mindset.

  • Exceptional communication skills (speaking and writing).

  • Efficiently manage a team.

  • Good (self-)organizational skills and good coordination & facilitation skills.

  • Customer and deadline oriented.

Requirement Education

  • University degree or equivalent (preferred in HR, Psychology, Business Administration).

  • Fluent in English & Spanish

Technology tools

  • Good knowledge of Excel, Word and Power Point.

  • Experience of dedicated comp & ben computer tools (spreadsheets, specialised software)-

Delivery Lead

We are looking for a results-driven, organized, and relationship-focused Delivery Lead to be responsible for leading projects to deliver client solutions, organizing internal teams, and maintaining customer satisfaction. 

The Delivery Lead will have oversight of the project plan, delivery of technical solutions, assistance in troubleshooting technical issues, documenting client requirements,  and performing administrative and project management tasks such as taking and communicating meeting notes, pursuing project-related tasks fulfillment,  and overseeing the quality of deliverables  and feature-releasement activities. 

To be a successful Delivery Lead, you should demonstrate strong leadership,  team working skills and remarkable resolutions skills. You should also demonstrate excellent communication technical and non-technical skills.

This role will report to the Chief Product Officer and will be part of a team of Product Owners who are assigned to deliver client projects along with managing requirements, new development work and deliverables.

Ideal Characteristics
  • You thrive in ambiguous and challenging environments
  • You enjoy interacting with clients and building relationships 
  • You are technical with strong attention to detail.
  • You are self-managed and can effectively work remotely.
  • You have a positive attitude towards new challenges.
  • You are a problem solver and able to manage conflict effectively 
  • Ability to handle both formal and informal business environments
  • Ability to keep a level head and think wisely in a high-pressure situations
  • You are proficient in English and Spanish
Technical requirements for the position:
  • A bachelor’s degree in engineering, business or related field.
  • Experience in customer service, leadership, and logistics may be advantageous.
  • Good computer skills and the ability to use business support software.
  • Strong customer service, project management, and quality control skills.
  • Experience in software implementations.
  • Good resource planning skills.
  • Remarkable Project management skills.
  • Excellent leadership and customer service skills.
  • Strong teamwork skills and resolution – oriented with attention to detail.
What are the responsabilities:
  • Responsible for the successful  delivery and implementation of solutions 
  • Ensure proper and on-time implementation of  existing and new software developments 
  • Increase developers productivity while simultaneously improving the agility of operations by efficient coordination and communications.
  • Identify and take action on opportunities to shorten development cycles applying best practices and related-methodologies
  • Help to establish a work methodology that better adjusts to existing needs and resources
  • Oversee metrics such as lead timing and delivery flow.
  • Lead the conversation with customers in order to anticipate needs and prevent frustration
  • Ensuring the team’s processes and tasks are carried out efficiently.
  • Determining ways to reduce costs without sacrificing customer satisfaction.
  • Remaining organized and  complying deadlines.
  • Building partnerships and liaising with team leaders to determine the company’s services, delivery criteria, and solutions for issues that may arise.
  • Ensuring all product expectations are fulfilled to ensure maximum satisfaction
  • Functioning as communication carrier along technical teams
  • Managing the expectations both internally and externally
  • Reporting on progress to seniors and escalating issues when necessary
  • Forging great business relationships
  • Forecasting potential resources required for the project  
  • Ensuring all milestones in the product life cycle are attained within stipulated periods
  • Organizing regular team meetings, so that new challenges or constraints may come to light
Required Knowledge:
  • Experience in scalability of complex and high demand systems.
  • Experience on requirement identification, classification and management
  • Integrating a web application with other applications or web services.
  • Monitoring and optimizing the performance of products
  • Scrum or similar methodology for agile software development.
  • Preparation of documents with technical specifications.
Desired knowledge:
  • PMP tools and methodologies
  • Software- based projects definition and implementation experience.
  • Slack
  • Confluence
  • Jira Ticket System and Project Management
  • Google Tools (Mail, Spreadsheets, Slides, Surveys, etc)

Product Owner

This role will report to the Chief Product Officer, a team responsible for the roadmap and future of LISA, a hyper-growth insurtech startup. We are looking for a scrappy, self-sufficient, smart, detail-oriented Product Owner to join us in a hybrid role where they will be required to balance both client and business needs. 


This Product Owner will be assigned to client projects to bring value, create the business workflow, and define and manage technical requirements with multiple development teams. In addition, the Product Owner will manage a value-stream dedicated to improving the LISA product and will work with technology teams to deliver against the product vision. 


Ideal characteristics:

  • You are a quick learner 
  • You love details 
  • You like order, structure, and process 
  • You like to fix things and figure out how things work 
  • You love both independent and collaborative work 
  • You are a good communicator both written and oral 
  • You like to organize work, ideas, and see things to the finish line 
  • You like to simplify things
  • You are comfortable with remote work
  • You have a positive attitude when facing complex challenges
  • You are proactive, self-motivated,  and have a strong drive for results and meeting deadlines
  • You are comfortable with change and can respond quickly 
  • You are willing to speak your mind and can share opinions productively
  • Proficiency in English and Spanish 


Technical requirements:

  • Agile methodologies (in example, SCRUM)
  • Extensive knowledge of office skills, especially Google Workplace, Google Drive, all cloud based.
  • Experience with diagramming tools (Visio/Bizagi)


Job requirements:

  • Bachelor’s degree in a related field
  • Experience working with technical teams including communicating requirements 
  • Experience in project or product management
  • Experience in technology, insurance and/or financial industry
  • Practical experience in managing all stages of the life cycle of the product.
  • Preferred experience working on software development and/or web technologies projects
  • Proven negotiation skills at all levels with both clients and team members


Job responsibilities:

  • Discover and deliver new capabilities to innovate the insurance industry with LISA 
  • Analyze and prioritize development work as a product team to balance client needs, project deadlines, team capacity, and business needs 
  • Discover, analyze, document, and communicate client requirements to stakeholders and technology teams 
  • Ensure technology teams understand context, business cases, and requirements 
  • Act as a consultant to the client to help them discover their needs and help simplify solutions 
  • Ensure client sees and understands the value of LISA to their business and operations
  • Anticipate project risks, deviations, and communicate effectively and widely 
  • Support in the development and configuration of business process flow from conception to launch 
  • Identification of the critical points of each case of use of our products in the client and transmission to the technical area and/or product owner the functionalities that each case needs.
  • Proposal for improvements in the design and configuration of processes
  • Updating designs and documentation
  • Partner with sales teams to identify any new business opportunities or to report any risks in the client relationship 
  • Help define, manage and develop the product strategy and vision
  • Help evangelize agile methodology across the company 
  • Ensure product quality 
  • Other duties as deemed necessary 



Obtain the maximum possible value at the minimum cost of the LISA Claims product, understanding the needs of users within the business and providing solutions to their problems.

Ruby on Rails Developer

At LISA we are looking for a Ruby on Rails Developer with experience developing web applications, to work with our technological team.

We want you to help us with the handling of architecture decisions with the aim at making friendly designs, maintainable and modifiable applications over time.

As a Ruby on Rails Developer you will be programming  with our technology team, you will also be participating in formal and informal code review sessions.

Ideal characteristics
  • Attention to detail.
  • Self-management capabilities to work remotely.
  • Ability to constantly collaborate on open source projects.
  • Positive attitude to new challenges.
  • Desirable but not exclusive: High level of English, in addition to the ability to establish very fluent and clear conversations to explain complex problems to non-technical profiles.
Our technical requirements
  • You should have experience working with Ruby and Ruby on Rails. (At least 1 years of experience).
  • You should have experience working with with PostgreSQL, MySQL.
  • Code version control tools (i.e. GIT).
  • Knowledge in Agile Methodologies.

If this Job offer as a Ruby on Rails Developer is for you, we invite you to share with us your resume, filling the form below.

Do you want to know more about technology and the insurance industry? We invite you to check our blog clicking in here.

Python BackEnd

At LISA we require the integration of a Python Developer with experience in back-end development and a great passion for their applications.

Your work as a member of our team will focus on supporting the creation, implementation, and maintenance of infrastructure and interface for machine learning models that meet the needs of our customers.


Our profile:
  • Comfortable with remote work.
  • Positive attitude when facing complex challenges.
  • Ability to communicate technical concepts to non-technical profiles.
  • Good communication and teamwork skills.
Technical requirements:
  • Experience with microservices.
  • Experience with Python.
  • Experience working with AWS or GCP servers.
  • Experience with web services.
  • Experience with version control software (Git).
  • Experience with scalability of apps.
  • Desirable knowledge of DJango or fastAPI or Flask
  • Desirable knowledge of database
Additional requirements
  • Understanding and management of Docker containers.
  • Advanced English
Main responsabilities:
  • Project creation using FastAPI
  • Creation of PRs for code review

Finance Analyst


Extract, control and analyze financial information in order to interpret it to find opportunities, risks, explain deviations and generate templates and solutions for timely decision making.

Key Characteristics: 

  • You are self-driven, proactive, and solution oriented
  • You are able to work with minimal direction
  • You like building new things and creating from scratch 
  • You can communicate clearly and effectively 
  • You like to be understood and like to make things simple for listeners and audience 

Key Responsibilities: 


  • Actively communicate and give visibility to the financial state of the company to key decision makers 
  • Creation of reports with monthly results and forecasts.
  • Database management with the opening by client Financial P&L.
  • Consolidation of forecasts based on estimated sales and costs and expenses of the operation.
  • Develop, map, structure and integrate data for consumption.
  • Methodology for standardizing, organizing and validating data.
  • Continuous improvements regarding data pipeline and reporting.
  • Monitoring of project information in database systems.

Planning and Valuation Support

  • Profitability monitoring and follow-up to provide recommendations.
  • Extraction of information from systems and creation of dashboards and dynamic reports that help to have a quick visibility of the business situation in all areas of the company in Data Studio (KPI’s).
  • Share Reports/Dashboards for internal customers and executives.
  • Consolidation of sales report.
  • Create and maintain financial scenarios for presentations to investors, sales, or external partnerships 
  • Define and analyze company valuation

Project Management 

  • Lead automation projects in finance and support all areas of the company.
  • Functional Controlling: Overhead and Investment budget planning, monitoring, analysis, plan/actual reporting, contribution to efficiency projects, business case.
  • Improvement of existing processes, methods and systems in order to achieve further efficiency.


  • University Degree in Business Administration, Accounting, Industrial/Management Engineering, Mathematics.
  • Work experience in Financial Planning /Controlling/Finance area preferable.
  • Fluent English, social competence & teamwork ability
  • High analytical skills, structured way of thinking and working, coordination skills.
  • Capability to cope with tight deadlines.
  • Proven experience in Data Studio Dashboards.
  • Good organizational skills
  • Must be able to work in a team environment
  • Highly driven / self-starter.
  • Financial Analysis (able to critique financial ratios and KPIs).
  • Remote work.
  • Disruptive.

Lead Product Designer

This role is a critical position for the establishment of the UX function within LISA which includes introducing scalable practices including a product design system, and quickly being able to ideate, research, define, and help prioritize the product roadmap with user-centered journeys and designs.

Ideal characteristics:

  • You are a self-starter, super organized, and quick 
  • You are obsessed with details and getting it right 
  • You have a natural talent for clean, simple design 
  • You know how to take hairy problems and make them simple and elegant  
  • You thrive in complex and ambiguous situations
  • You know how to read between the lines and identify the root issues 
  • You are able to reduce noise and confusion and find solutions 
  • You learn quickly 
  • You know how to fail fast and safely 
  • You are obsessed with execution and results 
  • You value good communication and like to be understood 
  • You have worked in cross-functional teams and are comfortable influencing decisions 
  • You are comfortable with independent, remote work 
  • You have a positive attitude no matter the situation or challenges 
  • You think strategically and tactically 
  • You like working with minimal direction with a sense of vision and resolution
Technical requirements
  • UX/UI Certification or Education 
  • Adobe Creative Cloud Suite 
  • Prototyping and Designing Software like Figma, Invision, Adobe XD or Sketch
  • Agile Methodologies (like Scrum) 
  • Experience with UX design, user research, and/or user centered development tools and processes

Job requirements:

    • Experience working with development teams for functional products 
    • Experience designing for complex B2B solutions or non-traditional users 
    • Experience in UX/UI role (3+ years) 
    • Big plus! Experience in insurance or financial services industry

Job responsibilities:

  • This role will be responsible for researching, experimenting, and prioritizing the most-valuable user experiences and designing the new face of LISA for our users 
  • Reporting to the Chief Product Officer, the designer will be part of the product team responsible for creating the roadmap for LISA’s products. 
  • Creating designs for the user experience and interface within the web-based platform
  • Planning and executing research and testing including conducting direct interviews with end users  
  • Creating mockups, prototypes, and designs for product and development teams 
  • Be point of contact for all questions, discrepancies, and decisions related to the user experience
  • Design and present analysis, proposals, new ideas and new feature designs thoroughly and  effectively, so that it can be clearly understood 
  • Facilitate activities and interactive workshops with clients and the internal team to collect relevant information to fully understand and understand the operation of the areas involved, for the future development of solutions.
  • Evangelize UX function and its value across the company 
  • Other duties as deemed necessary

Business Developer

At LISA Insurtech we are looking for a Business Developer to help us increase our customer base. In addition, you must help us to maximize our commercial participation in our current clients, as well as optimize our sales functions and our commercial reach.

Ideal Characteristics:
  • Must have strong presentation skills in Office Automation.
  • Comfortable with remote work.
  • Positive attitude when facing complex challenges.
  • Attention to detail.
  • Ability to self-manage.
  • Highly proactive, with ability to work on own initiative and a strong drive for results and meeting deadlines.
  • Excellent oral and written communication skills to interact at all levels.
  • Developed teamwork and strong collaboration skills.
  • Advanced level of English.
  • Advanced level of Portuguese desirable.
Technical Requirements:
  • Must have strong presentation skills in Office Automation especially PowerPoint, Excel and Word.
  • Proficiency, Knowledge and use of CRM platforms such as Hubspot, Pipedrive or Salesforce.
Required Experience:
  • Fully sales and business development oriented and passionate.
    Must have minimum 2+ years of relevant experience in Software and IT Services sales or similar positions in the commercial area in B2B business.
  • Must have minimum 2 years of experience in the insurance industry (companies, brokers, settlement, etc).
  • Relevant skills to communicate effectively.
  • Desirable to be proficient in the technical language of the insurance industry.
  • Desirable to be proficient in the technical language of medicine.
  • Knowledge to propose digital solutions for business problems.
  • Experience in the systematization of the commercial function to establish a sustainable and improvable method over time.
  • Handling, taste and interest in information technologies.
  • Excellent communication and synthesis skills.
  • Collaborative work among the team.
  • Follow-up of commercial processes, through business management in a sales funnel.
  • Focus on results, order in the commercial methodology to be able to manage the different open opportunities in different stages of maturity (Cold & Hot Leads).
  • Communication skills to convey the value proposition of our platform by type of business and perform assertive training.
  • Proactive and independent person due to the conditions of the position.
  • Execution of your activities and responsibilities according to the requirements and standards applicable within the organization, in order to ensure high performance and customer satisfaction.
  • Performing all those activities necessary for the best development of his position and the achievement of the objectives of the organization.
  • Prospecting in LATAM markets within our target prospects.
    Acquisition of new customers from leads generated by the Marketing team.
  • Analysis of prospects, sales opportunities and demos of our platforms through an orderly and systematized process.
    Development and execution of customer acquisition plans executing our “GoToMarket” strategy.
  • Identification of business opportunities in the target customer segment.
  • Evaluation and identification of new growth opportunities in current and future markets.
  • Execution of the direct sales process of the company’s different products and execution of our GoToMarket strategy.
  • Researching potential customer accounts.
  • Building and maintaining business relationships with customers.
  • Documenting opportunities for new solutions or product capabilities and promoting them to our prospects and active customers.
  • Proactively managing customer account performance data.
    Achieving greater reach and promotion of the LISA Insurtech brand within the market in conjunction with the marketing team.
  • Generating and presenting business proposals to our prospects and clients.
  • Collecting information from the accounts to generate a sustainable loyalty work over time using UpSelling and Cross Selling techniques.
  • Constant updating of our commercial performance charts on a weekly basis and the realization of periodic commercial management reports.
  • Approval and registration of the company as a supplier when appropriate.
Position Objectives:

Securing business revenue for the company.

  • Number of commercial demonstrations carried out.
  • Number of prospects reached.
  • Number of new clients.
  • Amount of sales.
  • Fulfillment of the forecast.
  • Account retention rate.
  • Number of up-selling customers.
  • Number of cross-selling customers.