Luiz Felipe Barbalat

Business Development Executive

São Paulo, São Paulo, Brazil10 yrs 1 mo experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Led largest Pega Cloud migration project at Bradesco Seguros.
  • Recognized as a PEGA RKO 2024 Award Winner.
  • Expert in aligning business strategy with technology innovation.
Stackforce AI infers this person is a Digital Transformation Leader with expertise in SaaS and automation solutions.

Contact

Skills

Core Skills

Customer ExperienceSales OperationsCustomer SuccessSales ManagementSales

Other Skills

Strategic CommunicationExecutive RelationshipsStrategic Partner Relationship ManagementTeamworkBusiness Process AutomationLow-code PlatformsDigital TransformationCustomer SupportCustomer Experience ManagementGovernanceCultureJourney MappingPega Customer Decision HubPega Customer ServicePega Platform

About

Thank you for visiting my profile! I’m driven by the mission to connect strategy, technology, and people to accelerate large-scale digital transformation. With over 15 years of experience leading complex projects, I act as a bridge between business and technology — always focused on real impact and collaborative execution. Currently, I lead the largest Pega Cloud migration project at Bradesco Seguros, involving 77 applications across four distinct environments. I also curate and organize the Pega Forum São Paulo, a free event that brings together leaders from different sectors to explore the future of technology, with a focus on Low-code and Agentic AI. My approach is customer-centric and results-oriented. I thrive in live environments, co-creating solutions with multidisciplinary teams and delivering value from the very first interaction. I believe transformation begins with active listening, strategic vision, and agile execution. If you're looking to connect with someone passionate about innovation, digital leadership, or practical applications of AI at scale — let’s talk! My email is Luiz.Barbalat@pega.com.

Experience

Pegasystems

3 roles

Account Executive LATAM

Promoted

Oct 2025Present · 5 mos

  • As an Account Executive at Pegasystems, I operate at the intersection of business strategy and technological innovation, helping major enterprises transform their corporate processes through intelligent automation and real-time decisioning. My mission is to deeply understand client challenges and connect them with the capabilities of the Pega platform — globally recognized for its low-code approach and AI-powered workflow automation. I work directly with executives and business leaders to identify opportunities for operational gains, scalability, and efficiency, leading strategic presentations, technical alignments, and high-impact negotiations. I believe in building long-term partnerships and delivering tangible value, always focused on measurable outcomes and sustainable digital transformation.
Customer ExperienceSales OperationsStrategic CommunicationExecutive RelationshipsStrategic Partner Relationship Management

Senior Client Success Manager

Promoted

Mar 2023Oct 2025 · 2 yrs 7 mos

  • As a Senior Client Success Manager at Pegasystems in São Paulo, I help clients unlock the full potential of Pega solutions by aligning their business goals with innovative strategies. I lead the development of Client Success Plans, guide organizations in adopting best practices, and foster strong relationships across all levels, including C-suite executives. My role combines deep industry expertise with a consultative approach to drive transformation and ensure measurable outcomes. Recognized as a PEGA RKO 2024 Award Winner, I’ve also completed the TLC Leaders Program at Harvard Business School and hold a MEDDICC Certificate of Achievement.
Strategic CommunicationCustomer SuccessSales ManagementTeamwork

Client Success Manager

Mar 2021Mar 2023 · 2 yrs

  • As a Client Success Manager at Pegasystems, I built strong relationships with key stakeholders, acting as a trusted advisor to expand engagement across client organizations. I managed escalations effectively, coordinated internal teams to advocate for client needs, and used data-driven insights to identify risks and ensure success. By promoting Pega’s best practices and leveraging industry expertise, I helped clients maximize the value of their technology investments and achieve measurable business outcomes. During this time, I earned recognition with the Team Splash Award and the Accountability Success Behavior Award, and I became a Certified Pega Business Architect.
SalesStrategic CommunicationCustomer SuccessCustomer ExperienceTeamwork

Flwow! - b2b customer & employee experience

Project Management Coordinator

Mar 2020Mar 2021 · 1 yr · São Paulo, Brasil

  • As Project Management Coordinator at FLWOW!, I implemented strategic and operational processes to support short- and long-term projects, ensuring quality deliverables within scope, time, and cost. I coordinated multiple projects across six core areas of Customer Experience, leading co-creation processes with clients and internal teams. Using design thinking, storytelling, and process mapping, I prioritized ideas and structured project phases to drive innovation. I also contributed to the evolution of CX methodologies, facilitated workshops on service design, and managed hiring for the project team. Additionally, I oversaw financial controls to optimize costs and ensured compliance with LGPD in the storage of project information.

Petrobras

Coordinator of Strategic Project Management

May 2019Mar 2020 · 10 mos · Rio de Janeiro e Região, Brasil

  • As Coordinator of Strategic Project Management at Petrobras, I managed a portfolio of 32 projects across Oil and Gas, Housing and Leasing, Logistics, and Environment. I led the creation of a PMO sponsored by senior leadership, implementing the PMI PMBOK framework and promoting Agile, Lean Six Sigma, and Scrum practices to enhance efficiency and productivity. My responsibilities included guiding project teams, ensuring quality assurance, and using tools like Microsoft Project, EPM, and CPA for monitoring. I also prepared strategic briefings for portfolio reviews, supporting leadership in decision-making, and assisted program managers in defining scope, milestones, budgets, and timelines for multiple releases.

Nyc department of education

Assistant Project Manager

Jul 2018Mar 2019 · 8 mos · Greater New York City Area

  • As an Assistant Project Manager at the New York City Department of Education, I coordinated cross-division meetings with senior leadership to align practices and ensure coherence across projects. I managed the planning and execution of key initiatives, including CARP, New Teacher Week, Summer in the City, and the Bronx Teacher Leader Series, impacting thousands of educators and school leaders. I developed reports and resources to track progress, supported process improvements using PMBOK® standards, and enhanced efficiency through data-driven insights. Additionally, I leveraged advanced Excel and SPSS to analyze confidential data, creating visualizations that informed strategic decisions.

The world bank

Project Associate

Sep 2017May 2018 · 8 mos · Washington D.C. Metro Area

  • As a Project Associate at the World Bank, I conducted in-depth literature reviews and data analysis to support the evaluation of operations and knowledge products. I contributed to developing methodologies for assessing environmental and welfare outcomes of World Bank-financed investments and policy operations. My work included creating city case studies, designing surveys, and engaging with local communities and stakeholders to identify risks, process gaps, and opportunities for improvement. I also prepared materials for workshops, supported stakeholder engagement, and reviewed projects to ensure alignment with evolving economic and social conditions. Additionally, I traveled to Accra, Ghana, to assess how the World Bank leveraged its resources to strengthen urban resilience.

United nations human rights

Human Rights Intern

Sep 2017Dec 2017 · 3 mos · Greater New York City Area

  • As a Human Rights Intern at the United Nations Office of the High Commissioner for Human Rights, I supported the preparation of statements and reports presented to the UN General Assembly (Third Committee). I conducted research on human rights issues, engaged with Member States and civil society, and contributed to the development of marketing strategies and risk compliance procedures. Additionally, I analyzed voting patterns on UN resolutions to inform strategic decision-making.

Youth alliance for leadership and development in africa

US Finance Intern

Feb 2017Aug 2017 · 6 mos · Cidade de Nova Iorque e Região, Estados Unidos

  • As a US Finance Intern at YALDA (Youth Alliance for Leadership and Development in Africa), I analyzed operational and financial performance of projects to identify grant opportunities and supported the preparation of proposals for organizations such as the African Development Bank, UN-Habitat, the African Union, and the UN Economic Commission for Africa. I created marketing materials, researched funding opportunities, and developed strategies to strengthen partnerships. My role also included attending meetings at the United Nations Headquarters, supporting recruitment processes for new interns, and contributing to fundraising initiatives like YALDA’s Happy Hour and crowdfunding campaigns.

New york university

Administrative Support Services

Sep 2016Sep 2017 · 1 yr · Cidade de Nova Iorque e Região, Estados Unidos

  • As part of the Administrative Support Services team at New York University, I managed donor-related data and analyzed fundraising databases to support strategic engagement. I coordinated risk management processes, including engagement letters and donor continuance, and ensured accurate tracking of event RSVPs through data entry in ADVANCE. My role involved handling confidential information, reviewing financial reports, and analyzing accrual budgets from donors. Additionally, I organized logistics and provided on-site support for high-profile events such as the Board of Trustees Dinner, Pre-Commencement Dinner, and VIP Parents Reception.

Rio 2016 - comitê organizador dos jogos olímpicos e paralímpicos

NOC Assistant for the Australian Delegation (Assistant Transportation Coordinator Liaison)

Jul 2016Aug 2016 · 1 mo · Rio de Janeiro, Rio de Janeiro, Brazil

  • As NOC Assistant for the Australian Delegation at the Rio 2016 Olympic and Paralympic Games, I coordinated transportation logistics for approximately 800 athletes and officials. I supervised a team of 16 drivers and managed scheduling for a fleet of vehicles, ensuring timely and efficient routes to Olympic facilities. My responsibilities included collecting transportation requests, maintaining accurate databases, and using Excel to optimize routes and guarantee punctuality.

Tulane university

Research and Development Intern

Feb 2016Apr 2016 · 2 mos · Tulane Prevention Research Center

  • As a Research and Development Intern at Tulane University’s Prevention Research Center, I supported a federally funded study examining how neighborhood environments influence health and physical activity. My responsibilities included collecting field data, observing outdoor physical activities across neighborhoods, and providing insights to assist policymakers in developing strategies to promote healthier communities.

Prefeitura do rio de janeiro

Summer Internship

May 2015Aug 2015 · 3 mos · Rio de Janeiro e Região, Brasil

  • As a Summer Intern at the Rio de Janeiro City Operations Center (COR), I managed data collection projects, performed spatial analysis, and created maps using GIS software to support operational decision-making. I prepared weekly reports that helped the city respond quickly to events impacting daily operations and developed surveys to gather critical insights. My role involved collaborating with the Mayor’s office, participating in workshops on social and political issues, and engaging with international teams. I also worked in high-pressure environments, requiring adaptability and strong problem-solving skills.

Universidade do estado do rio de janeiro

Research Assistant

Jan 2012Dec 2012 · 11 mos · Rio de Janeiro e Região, Brasil

  • As a Research Assistant at NEPEC (Center for Studies and Research on Space and Culture), I analyzed the spatial distribution of synagogues in Rio de Janeiro’s metropolitan area and their cultural influence on the city’s urbanization process. I contributed to the article review committee, selecting papers for publication in the group’s international journal Espaço e Cultura. My work included writing academic papers on urbanization and Judaism, organizing weekly research meetings, and coordinating international conferences and symposiums.

Education

NYU Robert F. Wagner Graduate School of Public Service

Master's degree — Urban Studies/Affairs

Jan 2016Jan 2018

University of New Orleans

Bachelor’s Degree — Urban Studies and Planning

Jan 2014Jan 2015

Tulane University

Exchange Student — Urban Studies and Environmental Science

Jan 2013Jan 2014

Dillard University

Exchange Student — Urban Studies and Planning

Jan 2013Jan 2014

Stackforce found 100+ more professionals with Customer Experience & Sales Operations

Explore similar profiles based on matching skills and experience