Rafael Leite

I'm a client-facing professional with 6+ years of experience owning relationships end to end: onboarding, adoption, retention and expansion. I combine strong commercial instincts with a finance background, so I speak the language of both the customer and the CFO. Today I advise business owners and high-net-worth clients at W1 Consultoria, Latin America's largest financial consulting firm, running financial diagnostics, building tailored plans and spotting cross-sell opportunities across investment, credit and structuring products. Two highlights: - As Executive President of AD&M Consultoria, I managed 40+ client accounts and a 50+ person team, built KPI dashboards to flag at-risk accounts early, and lifted client retention by 22% while taking revenue past R$1M. - At Veritas Digital (Melbourne, Australia), I redesigned forecasting and reporting workflows, cutting monthly forecast variance by 18% and turning CRM data into insights for leadership. I also lead commercial teams with a data-first routine: I've automated team management, pipeline tracking and visual performance dashboards in Notion with AI tools, saving hours of manual reporting every week and giving everyone real-time visibility of goals. I'm native-level in English and Portuguese, with intermediate Spanish, and I've worked across Brazil, Australia and Portugal. Based in Lisbon, fully available for CET hours with afternoon overlap for US teams. Next, I'm looking for a remote Customer Success or Account Management role at a SaaS, fintech or global services company where I can own a portfolio, reduce churn and drive expansion revenue.