Paulo Sergio Santos Negrete
Porto Alegre
Summary
Client relations professional with proven history of managing high-value client accounts and driving customer satisfaction. Known for delivering impactful solutions and improving client retention rates. Valued team player focused on collaboration and adaptability, with strong skills in communication and problem-solving.
Overview
39
39
years of professional experience
Work History
Client Relations Manager (Remote)
Zhang-Louie PLLC
07.2025 - Current
- I manage and convert qualified leads into clients after intake and presentation. I review CVs and assess potential clients for immigration visas, including O-1, EB1, EB2-NIW, L1, and family-based visas. I oversee client onboarding, contracts, scheduling, and follow-up. I coordinate with attorneys to ensure tailored immigration strategies. I monitor KPIs and achieve company goals for sales, client acquisition, and satisfaction. I support clients globally while maintaining high service standards and approval success.
Sales Manager - Temporary Position (Remote)
Zapt Movers
04.2025 - 07.2025
- I managed a team of 4 to 5 sales representatives and reported to the head of the company. I oversaw daily sales activities for Zapt Movers' units in California and Texas. I analyzed and ensured compliance with key sales KPIs and performance targets. I coordinated sales strategies and reporting across the CA and TX locations. I drove lead conversion, monitored results, and supported the business to meet growth goals.
Sales Executive
Luz Advogado
11.2022 - 12.2023
- I immigrated to Portugal in March 2019 on a D7 Visa and lived there until December 2023. I still hold my residence permit and am currently in the process of obtaining Portuguese citizenship. At Luz Law Firm, I assisted the firm with clients based both in Portugal and abroad. My responsibilities included contacting potential new clients, achieving sales goals in line with the firm's KPIs, preparing powers of attorney and contracts, participating in online meetings to provide legal support to individuals seeking Portuguese residency, and offering continuous assistance until their residence permits were successfully granted.
- In addition, I was responsible for promoting and selling Portuguese immigration visa programs, including the D7 (Passive Income Visa), D2 (Entrepreneur Visa), and L7 Visa, to high-net-worth individuals from the United Kingdom, Africa, and Asia who were looking to immigrate to Portugal.
- I also offered comprehensive relocation and business assistance packages, covering services such as company formation in Portugal, obtaining NIF and NISS numbers, real estate rental or acquisition, and accounting and tax support, providing clients with a complete end-to-end immigration solution.
Sales Executive
Chapman Inglês Acelerado
05.2019 - 11.2022
- I managed the sales of corporate language courses for companies, executives, and high-net-worth individuals. My responsibilities included resolving issues related to student registration and payments, opening tickets to address technical problems on the e-learning platform, managing teachers’ schedules and course modifications, handling billing and invoicing for late payments, and responding to client inquiries via email and phone. Additionally, I was responsible for supervising a team of sales executives and ensuring that performance targets were met.
Entrepreneur (Business Owner)
Idiomos Aprendizgem Acelerada
01.1991 - 02.2019
- As an entrepreneur, I founded my business from scratch in 1991 and managed a team of 20 employees, including teachers, a school coordinator, a general and financial manager, and administrative staff.
- As an educational researcher, after completing my first training sessions with Dr. Georgi Lozanov, PhD, M.D., between 1999 and 2000 in Vienna, Austria, and Japan, I developed a new educational approach called Neuropedia / Deblocking Method. This method helps students learn faster without stress or fatigue. Between 1999 and 2014, I authored fifteen books on the method, which helped thousands of students learn English quickly and effectively.
Manager Assistant
Citibank N.A
11.1989 - 02.1991
- I was responsible for sales and training on the bank's new IT system for large corporate clients. Most of the training sessions were conducted in English, which I speak fluently. In the 1980s and early 1990s, computer systems were still a novelty in Brazil, and telephone lines were not well-suited for data transmission. To address this challenge, I developed a strategy to introduce and support clients, helping them adapt to the system instead of calling the bank daily for balance and transaction inquiries. I worked closely with account managers serving companies with capital exceeding one million dollars.
Trading Intern
Citibank N.A
11.1988 - 11.1989
- I was an intern in a newly created department at the bank, the first of its kind in Latin America, designed to offer CitiCorp Group's large corporate clients the ability to pay their taxes and utility bills (water and electricity) through Citibank. In return, the bank provided a percentage of each transaction's value to the companies.
- At that time, the payment clearing system was slow, allowing the bank to invest and utilize the funds from tax and utility payments before transferring them to the respective entities. Within three months, I successfully increased the department's net income from under $30,000 to $300,000 per month.
Account Manager Assistant
Banco Bamerindus do Brasil
04.1987 - 10.1988
- I assisted the agency's account managers with opening new client accounts, selling financial products and insurance, and visiting both prospective and existing clients, including individuals and businesses.
Education
Post-Graduation - Teaching Methods
UNIBF – Faculdade São Vicente
São Paulo, SP, Brazil03.2025
Bachelor’s Degree - Business Administration with Emphasis in System Analysis
FASP – Faculdades Associadas de São Paulo
São Paulo, SP, Brazil06.1990
Skills
- Digital Skills
- Information Processing C2
- Communication C2
- Content Creation C1
- Security C2
- Problems Solving C2
- Levels: A1/A2: Basic User - B1/B2 Independent User - C1/C2: Proficient User Digital Skills – Self-Assessment Grid
- Other Skills
- English Proficiency (C1/C2) – Oxford Test
- Advanced skills in Office Package, Internet
- Experience in customer service and sales since 1991
- Knowledge of HTML and CSS
- Client onboarding
- Sales strategy development
- Key performance indicators
- Immigration visa processing
- Contract negotiation
- Lead conversion
- Cross-functional collaboration
- Customer relationship management
- Global client support
- Team leadership
- Compliance monitoring
- Market analysis
- Training and development
- Process improvement
- Data-driven decision making
- Client needs assessment
- Staff training
- Customer retention
- Microsoft Office Suite
- Client education
- Salesforce
- Account management
- CRM software
- Report generation
- Report creation
- Conflict resolutions
- Customer relations
- Training and mentoring
- Team building
- Schedule management
- Sales proficiency
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Effective communication
- Sales operations
- Sales targeting
- Sales processes
Certification
- Certificate in Suggestopedia
- Description: Suggestopedia is a teaching technique where students can learn languages or any other subject 3-5 times faster. The method has been ratified by UNESCO.
- Certificate in Emotional, Technological and Professional Skills in Times of Change
- Diploma in Communication for Coaches
- Certificado em Inteligência Emocional
References
Tower Automotive S/A, Scania do Brasil, Chrysler do Brasil, Globo Tintas, Sherwin Williams do Brasil, Unibanco S/A, M&C Publicidade, MA Pizzolato Law Office, Innova Group., Interlock Media, Inc, Translation Plus, Housing and Land Rights Network (HIC-HLRN), Metalúrgica Caterina, Languages Unlimited, Luz Advogado, Chapman Aprendizagem Acelerada, Zapt Movers, Zhang-Louie PLLC
Community Service & Volunteer Work
Full of Life NGO (Non-Profit Organization), Volunteer, Rua Deolinda Nobrega de Almeida, 10, Arujá, SP, Brazil, 2002-10, 2010-02, As a volunteer, I was responsible for assisting the lawyers at MA Pizzolato Associados with the NGO’s legal matters, going to court, reviewing legal cases, preparing powers of attorney, meeting minutes, managing relationships with bank account managers, accounts payable and receivable, inventory control, and the NGO’s executive board calendar, including travel planning, fundraising from individuals, corporations, or government entities, among other support activities for the NGO.
PERSONAL SKILLS
Mother Language: Portuguese
Other Languages: English
Understanding: Oral Comprehension C2, Reading C2
Speaking: Oral Interaction C1/C2, Oral Production C1/C2
Writing: C1/C2
Levels: A1/A2: Basic User - B1/B2 Independent User - C1/C2: Proficient User Common European Framework Reference for Other Languages
Timeline
Client Relations Manager (Remote)
Zhang-Louie PLLC
07.2025 - Current
Sales Manager - Temporary Position (Remote)
Zapt Movers
04.2025 - 07.2025
Sales Executive
Luz Advogado
11.2022 - 12.2023
Sales Executive
Chapman Inglês Acelerado
05.2019 - 11.2022
Entrepreneur (Business Owner)
Idiomos Aprendizgem Acelerada
01.1991 - 02.2019
Manager Assistant
Citibank N.A
11.1989 - 02.1991
Trading Intern
Citibank N.A
11.1988 - 11.1989
Account Manager Assistant
Banco Bamerindus do Brasil
04.1987 - 10.1988
Bachelor’s Degree - Business Administration with Emphasis in System Analysis
FASP – Faculdades Associadas de São Paulo
Post-Graduation - Teaching Methods
UNIBF – Faculdade São Vicente