Beatriz Sgobi

Experience

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  Enactus Unicamp Limeira

  Apr 2017 - Aug 2019

  President, Strategy & Project Management

  Enactus is a global non-profit focused on social entrepreneurship, operating in over 30 countries. As President of Enactus Limeira, I led a team working on three active projects: career guidance for vulnerable youth, digital inclusion for the elderly, and revenue growth for small farms through food waste reduction.Key Results & Achievements:• By the end of my term, our team was recognized at the Enactus Brazil National Conference, and one of our projects received an award from the UN Brazil for its alignment with SDG 3 (Good Health and Well-being).Key Responsibilities:• Directed a team of 45 students (with direct management of 11 individuals).• Supervised the 3 main projects, ensuring the results and the positive impact on the community.• Fostered partnerships with local businesses, NGOs, and public institutions to secure project funding, resources, and mentorship, ensuring long-term sustainability and growth.• Represented the institution in regional and national events, including competitions and conferences, to showcase our projects’ impact and gain recognition within the social entrepreneurship ecosystem.Previous Roles: Director of Fundraising and participant in various projects before serving as President. Show less

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  FAPESP

  Jan 2018 - Feb 2019

  Project Assistant

  Funded by FAPESP—one of Brazil’s most prestigious research funding agencies—I collaborated on a study assessing the impact of research grants on the academic and professional trajectories of undergraduate, master’s, doctoral, and direct doctoral students. I was selected for a scholarship to contribute to this project, working under the mentorship of Professor Adriana Bin.Key Responsibilities:• Collected and analyzed primary and secondary data across various research sources.• Assisted in developing and testing research hypotheses.Key Results & Achievements:• This experience significantly influenced my undergraduate thesis, which explored the under-researched topic of how motherhood affects the productivity of female researchers—an aspect not fully addressed in the initial project.The final research report was published and is publicly accessible on the FAPESP website: fapesp.br/avaliacao/relatorios/bolsas2019.pdf. Show less

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  Americanas s.a.

  Jan 2019 - Feb 2019

  Project Manager

  Americanas.com (formerly B2W) is one of Brazil’s largest e-commerce marketplaces, operating brands like Americanas, Submarino, and Shoptime. During my summer internship, I led the early-stage development of the "Conexões" project, which aimed to highlight the stories of small businesses selling on the platform—connecting the company's purpose with real, impactful narratives.Key Responsibilities:• Led the conceptualization and development of the project idea for the "Conexões" web series.• Defined project timelines and structured processes to ensure successful execution.• Aligned expectations with stakeholders and management to maintain strategic direction.Key Results & Achievements:• The web series was launched at Americanas' biggest annual event and is available on YouTube.• My high performance during the internship led to an invitation to extend my contract and later contribute further to the project. Given my academic commitments, I couldn’t accept the offer, but I was later called back to participate in the project recording.Note: As a summer intern, I participated in phases of ideation and structuring. The project was later led by another colleague after my internship ended. Show less

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  Cartão Elo

  Oct 2019 - Jan 2022

  At Elo (a payment card company competing with Mastercard and Visa in Brazil), I reported to the Strategic Planning Manager as part of the Strategic Planning and Corporate Development team.Key Responsibilities:• Assessed company performance against annual goals and prepared monthly reports for senior management, presenting insights to the CEO and Directors.• Supported the end-to-end Strategic Planning Process, including business model reviews, long- and short-term vision setting, and company-wide goal definition.• Conducted market and competitor research to support strategic decision-making.• Assisted Coordinators and Managers throughout the OKR cycle, ensuring effective goal formulation aligned with business challenges.• Collaborated with cross-functional teams, including Finance, HR, Governance, and Supply Chain, to drive strategic initiatives.• Oversee budget allocation, contract management, and payment processing.• Led strategic projects aligned with the company’s vision (detailed below).Key Results & Achievements:• I joined Elo as an intern and was promoted to Mid-Level Analyst in less than 3 years.• Less than 5% annual variance in high six-figure area budget, in all the years that I was responsible for this process.• Won, in the first position, the internship program project competition. Evaluated by ex-inters, directors and managers. Show less Instant Payments Market Impact AnalysisIn 2020, Brazil launched PIX, an instant payment system that transformed the market by offering faster transactions with lower fees.This project aimed to analyze PIX’s market impact and assess its implications for Elo’s business model, despite limited quantitative data in its early months.Key Deliverables:• Developed hypotheses on potential business impacts, including changes in client behavior and needs, which could affect product usage and, consequently, revenue.• Managed the collection of data through approximately 15 employees directly connected with clients and business partners (issuers, merchants, and acquirers) to understand the adoption of PIX in their businesses.• Provided a comprehensive analysis of short-term adoption trends and market movements.• Proposed Elo’s strategic positioning and identified new revenue opportunityKey Results & Achievements: • Based on the current adoption scenario of PIX in Brazil, I can confirm that most of the hypotheses were accurate: high customer adoption, driven by strong market influence and usage, with a direct medium-to-long-term impact for Elo. Show less Platform migration ProjectElo was undergoing an Agile Transformation, including the adoption of the OKR methodology to replace traditional goal setting. One of the key success factors for this transition was an effective results-tracking system (based on OKR methodology).When I took on this challenge, the NPS score of the existing system was close to 0, with widespread negative employee feedback. This directly impacted team productivity and tracking processes.Key Responsibilities:• Diagnosed the problem by gathering employee feedback, conducting leadership interviews, and mapping user pain points through empathy frameworks and field analysis.• Selected a new system to enhance performance tracking, aligning with both team needs and company objectives.• Led the implementation of the new system, ensuring a smooth transition with no data loss. Worked closely with Governance, Technology, and HR leaders.• Drove adoption through comprehensive onboarding, developed playbooks on best practices for tracking results, and refined corporate strategy meetings to improve alignment and communication.Key Results & Achievements:• Within the first year, the new platform achieved an NPS in the Excellence Zone (near to 100).• Positive feedback from leadership on improved tracking processes and strategic alignment.• The platform, which was implemented in 2020, is still used by the company. Show less ESG strategy definition ProjectWith my expertise in Corporate Strategy and passion for Sustainability, I was assigned as Co-Lead (alongside the Senior Marketing Manager) to define Elo’s first ESG Strategy, reporting directly to the HR Head.This project required extensive stakeholder management, involving C-level executives, the Board of Directors, Superintendents, clients, acquirers, and bank issuers.Key Responsibilities:• Defined frameworks and methodologies for strategy development, managing an external consulting firm. Applied tools such as Materiality Assessment, Risk & Opportunity Mapping, Circular Economy Frameworks, and Sustainable Business Model Canvas.• Ensured alignment between ESG and corporate strategy, safeguarding long-term vision.• Identification and evaluation of ESG (environmental, social and governance) and sustainability trends in the financial market and Brazilian regulatory requirements• Integrated stakeholder perspectives into decision-making, ensuring their needs were considered.• Translated C-level and HR Head directives into actionable plans for the project team and consultants.Key Results & Achievements:• The strategy was successfully approved, with 100% validation of C-suit and Directors, and its core pillars remain in place today.• In this process, we successfully approved the investment to offset 100% of Elo's carbon emissions since 2011, amounting to 1,608 carbon credits (MCO2 Tokens).• Deep personal fulfillment in contributing to a project that enhances Elo’s social impact in Brazil. Show less Social Responsibility LeaderMotivated by my commitment to social causes, I volunteered additional hours to lead Social Education Projects and support Elo’s Social Responsibility Strategy, reporting to the HR Senior Manager.In this role I manage teams ranging from 3 to 30 employees who volunteer in the social responsibility initiatives.Key Responsibilities:• Designed and executed Social Education Projects, engaging multidisciplinary teams and stakeholders.Initiatives included career mentoring for underprivileged youth and support programs for the elderly during the pandemic.• Responsible for communication with NGOs, non-profit organizations, and partner companies in social responsibility initiatives, ensuring clear and effective communication for the seamless implementation of all projects.• Encouraged employee volunteer participation in social initiatives and lead the projects teams for the initiative implementation.• Developed and implemented Elo’s Social Responsibility Strategy, defining annual goals in collaboration with the HR Head and monitoring performance.• Presented the social responsibility strategy and results to the board of directors and C-level executives, ensuring alignment with corporate objectives and stakeholder engagement.Key Results & Achievements:• Achieved 100 NPS Score for the employees experience in their social projects participation.• Successfully managed a six-figure investment in external social responsibility projects, ensuring effective allocation of resources and measurable impact.• Proposed and secured approval for Elo’s first long-term Social Responsibility strategy. Previously, the company only had short-term plans (3–9 months).• This initiative paved the way for Elo’s broader ESG strategy.• Personally invited by the HR Head to present the new strategy to the entire company at a quarterly meeting. Show less

  • Strategic Project Manager

    Sept 2019 - Jan 2022

  • Project Manager

    Jan 2021 - Dec 2021

  • Project Manager

    Mar 2020 - Dec 2021

  • Project Manager

    Jun 2021 - Nov 2021

  • Project Manager

    Oct 2019 - Oct 2021
• 

  Conta Simples

  Aug 2022 - May 2024

  I reported directly to the Chief Strategy Officer (CSO) as part of the Strategy and Management Team, overseeing key strategic initiatives and managing two interns. Conta Simples is a financial services startup that has been featured on Brazil’s prestigious "100 Startups to Watch" list for three consecutive years. In Q1 2024, it ranked among the Top 5 largest equity rounds and Top 10 largest funding rounds in LATAM.Key Responsibilities:• Collaborated with the CSO and Senior Financial Manager on the Corporate Strategic Planning Process and Business Model Review.• Led the end-to-end quarterly OKR cycles across the entire company.• Regularly developed, presented, and facilitated executive-level presentations for C-suite and Senior Management.• Led strategic decision-making and alignment meetings across all management levels.• Presented company-wide strategy results and key project updates in meetings with all employees.• Conducted market research and competitive analysis to support strategic decision-making.• Regularly, proactively, participated in interviews with clients, conducted by the Customer Success and Product Design teams, to better understand their needs and translate them into the Strategic Planning outputs.• Managed 2 interns, activities and career, who were allocated in the Strategy and Management Team.• Managed high-impact and high-complexity strategic projects, detailed below.Key Results & Accomplishments:• Within 5 months, I was recognized as one of the company’s "key talents" for my results delivery and for being a culture exemple for other employees.• Within 8 months, I was invited to become a partner in the business, on the stock options program.• Created a 3-year strategic plan with business hypotheses that were validated and aligned with company goals.• Business model review, in partnership with the Senior Financial Manager and an external consultant, which was validated by the C-suite. Show less Credit Society License ImplementationThe Credit Society License was one of Conta Simples' most critical projects in 2023-2024, enabling the company to issue credit directly. I was assigned to this project, reporting to the CFO, and worked closely with the Legal & Compliance Coordinator, who served as the technical lead.Key Responsibilities:• Mapped the license’s impact on internal processes, product, technology infrastructure, and client experience.• Developed the project scope, timeline, risk assessment, and resource planning.• Led and facilitated cross-functional meetings with teams from Product & Technology, Client Success, Customer Support, Legal & Compliance, Fraud Prevention, Data, and Finance to drive implementation and address barriers.• Identified risks and provided necessary reports to relevant stakeholders.• Ensured clear communication and alignment between teams to enable seamless collaboration.• Monitored and managed the project’s deadlines and stakeholders, ensuring activities were executed effectively and results were delivered on time. • Provided regular project updates to the CFO, CEO, and CSO.Key Results & Accomplishments:• Delivered 100% of project milestones on schedule, a critical factor in demonstrating progress to the Central Bank and securing alignment with the company’s financial revenue plan.• The success of the project impacted a million-reais range revenue increase for the company. Show less Diversity and Inclusion ProjectDue to my personal passion for Diversity & Inclusion, I volunteered additional hours as the D&I Sponsor, leading the strategy definition and implementation for Conta Simples.Key Responsibilities:• Led the development of the Corporate Diversity Plan, defining key pillars, commitments, and goals aligned with the company’s stage and business strategy.• Conducted market research and interviewed leaders and employees to understand their perspectives and gather input for the initiative.• Translated the Diversity Plan into concrete policies, processes, and initiatives.• Assisted in defining the scope of awareness and engagement workshops for employees.Key Results & Accomplishments:• Successfully introduced 4 key diversity goals, gaining full support from the CEO, founders, and HR. These included: Increasing the representation of Black employees and people with disabilities. - Expanding the number of women in C-level positions. Boosting female representation in Tech and Product teams.• In collaboration with the Recruit Team, implement the first affirmative positions program for the hiring process.• Leveraged persuasive strategies, research, and awareness-building to ensure alignment between the D&I initiatives and business objectives.• Achieved a 100% Net Promoter Score (NPS) for the Diversity & Inclusion workshops. Show less Regulatory Adaptation & Revenue Model Transition ProjectIn 2022, the Central Bank of Brazil significantly reduced interchange fees for debit and prepaid cards, directly impacting Conta Simples' revenue model, which was primarily based on prepaid card interchange. This regulatory change required the company to rapidly pivot its revenue streams while maintaining value for clients.I was assigned as Project Manager, reporting directly to the CSO, working alongside the Senior Group Product Manager and Product Director, who were responsible for product development.Key Responsibilities:• Defined the project scope, timeline, risk assessment, and resource planning, ensuring alignment with the Product & Technology teams.• Provided structured frameworks and facilitated weekly cross-functional alignment meetings with C-level executives, Product & Technology, Client Success, Customer Support, Sales & Growth, Legal & Compliance, and Fraud Prevention teams.• Ensured smooth execution of the transition, balancing client experience, revenue sustainability, and operational feasibility.Key Results & Accomplishments:• The new product launch exceeded all expectations. While the company initially anticipated some client churn and revenue loss, the opposite occurred:• Almost 100% retention of the most valuable clients, who represented a significant amount of the company’s income.• Revenue grew significantly within two months of launch and continued to increase throughout the year. Show less

  • Strategic Project Manager

    Jan 2022 - May 2024

  • Project Manager

    Jul 2023 - Feb 2024

  • Project Manager

    Jan 2022 - Nov 2023

  • Project Manager

    Aug 2022 - Jun 2023
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  Grupo Boticário

  Jun 2024 - now

  As a Strategic Project Manager at Fundação Grupo Boticário—a non-profit team of the largest beauty group in Brazil, dedicated to nature conservancy—I report directly to the Senior Strategic Planning & Financial Manager, supporting the Foundation in developing agile management practices and business planning capabilities to effectively respond to market changes.Key Responsibilities:• Lead the end-to-end strategic planning process, including framework development, decision-making meetings, and strategic plan execution.• Develop and present strategic recommendations to senior leadership, including Directors, Vice Presidents, and Senior Managers.• Analyze monthly results for strategic goals (OKRs and KPIs), identifying red flags and tracking the progress of main initiatives; generate reports and insights for senior leadership.• Prepare presentations and reports for the Consulting Council, ensuring key strategic insights are effectively communicated. • Collaborate with cross-functional teams across Grupo Boticário, including Finance, HR, Governance, Strategy, Supply Chain, and Nature Conservation projects, guaranteeing alignment with a clear communication.• Oversee budget allocation, contract management, and payment processing.• Manage high-impact strategic and high-complexity projects, detailed below.Key Results & Accomplishments:• Successfully reviewed and updated the 5-year strategic plan, ensuring a sharper focus and integrating key learnings from the previous year. The final plan streamlined objectives into three core pillars, enhancing clarity and alignment across the organization. It was approved by senior leadership and the Consulting Council.• Achieved NPS in the excellence zone (close to 100) for the annual strategic planning event by optimizing the structure of discussions, decision-making, and approvals. The event engaged senior leaders and 30+ employees directly involved in strategic initiatives. Show less Impact Evaluation Project With 35 years of work in nature conservation, Fundação Grupo Boticário has led multiple projects, programs, and initiatives while tracking their individual results. However, a comprehensive Strategic Impact Assessment had never been conducted.This project aims to:1. Assess the environmental, social, and economic impact of the Foundation’s work over the past 35 years.2. Develop a systematic, long-term evaluation framework to measure effectiveness and guide future investments.Key Responsibilities:• Developed the project scope, timeline, and resource plan, aligning environmental specialists, business strategists, impact evaluation experts, and Foundation leadership.• Led the organization and analysis of historical data (35 years of project results) in collaboration with the Data Specialist and external consulting.• Defined and tested key impact hypotheses in partnership with an external consulting firm.• Facilitated discussions on impact assessment results, ensuring alignment between consulting findings and internal strategic priorities.• Monitored and managed the project’s budget, providing regular reports to the Senior Financial Manager.• Monitored and managed the project’s deadlines ensuring timely delivery.Key Results & Accomplishments:• In just 4 months, I unlocked progress on a project that had been stalled for nearly 2 years, by structuring a clear scope and timeline, securing approval in 2024.• Successfully aligned diverse stakeholder perspectives, from the technical team to the business team, across different seniority levels. Overcame major challenges in reconciling expectations and methodologies, ensuring a unified approach to impact evaluation.Currently in this position. Show less Management and Governance ModelThe organization is undergoing a significant transformation to make teams more agile and responsive to change, with a stronger focus on final impact rather than just process results.Key Responsibilities:• Map and continuously update the organization's needs and stakeholder expectations for the project.• Manage the Consulting Team hired to guide the transformation process.• Define project priorities and milestones in collaboration with the Strategy & Financial Senior Manager and Principal Director.• Navigate differing opinions among high-level leadership regarding the changes, ensuring alignment and engagement with the initiative. • Adapt strategies when necessary, while maintaining stakeholder commitment to the end goal.Key Results & Accomplishments:• 100% of the involved stakeholders were engaged with the model during the trial phase.• 5 teams within the organization successfully implemented the new model in their routine.Currently in this position. Show less

  • Strategic Project Manager

    May 2024 - now

  • Project Manager

    Aug 2024 - Feb 2025

  • Project Manager

    Jun 2024 - Feb 2025