Acerca de Thais
I help SaaS companies turn implementation and customer data into clearer decisions. With 4 years managing 100+ B2B onboarding projects at Carta (a US fintech SaaS), I've worked at the intersection of product, operations, and data identifying where customers get stuck, what slows down time-to-value, and how to fix it.
My work has always been data-backed: I used Looker and Metabase to surface bottlenecks in implementation workflows, built dashboards to track client health across 20–30 concurrent accounts, and drove a full platform migration for 100+ clients with zero data loss. I bring both the analytical toolkit and the SaaS domain knowledge to make insights actually actionable.
Today I focus on product analytics, customer experience analysis, and onboarding/adoption metrics to help teams understand not just what the data says, but what to do about it.
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Italiano
Competencia profesional básica
Acepta trabajo presencial
Madrid (hasta 50 km), Barcelona (hasta 50 km), Valencia (hasta 50 km), Sevilla (hasta 50 km)
Experiencia
- Carta (SaaS Private Equity)Senior Onboarding Project Manager & Product AnalystCAPITAL PRIVADOenero de 2021 - diciembre de 2024 (3 años y 11 meses)United States
- Owned end-to-end implementation for 100+ B2B clients across fintech and private equity, combining operational execution with data analysis to improve delivery consistency, reduce time-to-value, and feed product insights back into the platform.
- Analyzed implementation data in Looker and Metabase to identify workflow bottlenecks, driving process changes that reduced client time-to-value and improved delivery consistency at scale.
- Translated client workflow requirements into structured product feedback for Product and Engineering teams, bridging customer behavior insights with technical execution and influencing platform configuration decisions.
- Led executive-level stakeholder engagement with founders, CFOs, and VPs at PE/VC organizations, running live calls, gathering requirements, and translating complex platform capabilities into clear workflows for both technical and non-technical audiences.
- Mitigated critical regulatory risk during an institutional client's fundraising round by identifying a KYC configuration gap mid-implementation, coordinating emergency manual screening for about 50 investors with Compliance and Leadership to ensure the round closed on time.
- Co-led a large-scale platform migration for 100+ clients, mapping technical transitions in Figma and validating data integrity in Jira and Excel, achieving 100% data accuracy and zero downtime at cutover.
- 027CapitalM&A ConsultantCONSEJO & AUDITORÍAagosto de 2020 - enero de 2021 (5 meses)Brazil
- Delivered strategic financial insights that increased a client's final business valuation by 20% through market opportunity analysis and competitive positioning.
- Implemented KPIs that improved financial decision-making accuracy and reduced risk exposure by 15%.
- EYM&A ConsultantCONSEJO & AUDITORÍAseptiembre de 2015 - marzo de 2018 (2 años y 6 meses)Brazil
- Completed buy-side and sell-side financial due diligence for 30+ clients across diverse sectors while managing tight deadlines.
- Created analytical dashboards that identified 15% cost-saving sell-side clients.
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Formación
- Master’s Degree in Technology Applied to Business Process ManagementUniversity of Granada
- Certificate IV: Project ManagementProtea College2019
Certificados
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- Otros