Carlos Murilo Rossi Trettel de Oliveira

Client Experience | Business Operations & Advisory | Customer Success

Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates

About

Client-focused professional with a background in Production Engineering and experience across customer experience, customer success, and business operations. My work is centered on managing high-value client relationships, delivering customized solutions, and ensuring consistency and quality throughout the entire client lifecycle. I have led end-to-end operations in advisory and service-driven environments, combining strategic planning with hands-on execution and strong attention to detail. I am accustomed to working in high-trust contexts that require discretion, cultural awareness, and effective coordination with multiple stakeholders. With international exposure and a client-centric mindset, I focus on service excellence, post-sales support, and relationship-driven operations.

Experience

  • Financial Consultant & Business Advisor at Invest4U - Planejamento Financeiro
    May 2025 - Present · 1 yr 2 mos

    Client advisory role supporting families and businesses through financial planning, organization, and strategic guidance. Responsible for end-to-end client engagement, including diagnostics, customized planning, ongoing advisory, and post-service support. The role involves handling sensitive decision-making processes, building long-term client relationships, and delivering consistent, high-quality service. In addition to financial planning, I act as a business advisor on topics related to organization, efficiency, and structured decision-making, collaborating closely with clients to support sustainable outcomes.

  • Corretora Franqueada - Life Planner at Franquia Prudential do Brasil
    Jul 2023 - Present · 3 yrs

    • In-depth client diagnostics and tailored planning solutions • Ongoing post-sales support and relationship management • Handling complex and sensitive client situations with discretion • Long-term client engagement and satisfaction

  • Business Operations & Client Advisory at CM TRETTEL
    Jul 2023 - Present · 3 yrs

    Responsible for end-to-end business operations, combining client advisory, service delivery, planning, and execution. Led daily operations, client relationships, process organization, and strategic decision-making, ensuring consistency, accountability, and service excellence. Operated in a high-autonomy environment with full responsibility for outcomes, client satisfaction, and operational efficiency.

  • Fanstore (São Paulo, São Paulo, Brazil)
    • Commercial Executive | Special Projects
      Feb 2023 - Jul 2023 · 6 mos

      Managed customized corporate projects involving branding, product development, and premium client experiences. Worked closely with large organizations to deliver tailored solutions from concept to execution, coordinating with branding, production, logistics, and operations teams. Participated in high-visibility projects and corporate events for brands such as Itaú, Ambev, and Suzano, ensuring quality, consistency, and timely delivery.

    • Executivo comercial
      May 2021 - Apr 2023 · 2 yrs

      Hunter de novos negócios B2B. Responsável pelo setor comercial da FanStore.

  • Field Sales & Client Relations Executive at Stone
    Feb 2020 - May 2021 · 1 yr 4 mos

    Client-facing field sales role focused on acquiring and supporting small and medium-sized businesses. Responsible for prospecting, onboarding, and relationship management, ensuring smooth implementation and post-sales support. The role required strong communication skills, resilience, and the ability to operate independently in fast-paced, external environments while maintaining service quality and client satisfaction.