Description
Job Summary:
Engage in client relationship management and development, focusing on retention, platform adoption, and account expansion, with a consultative mindset and analytical perspective.
Key Highlights:
1. Strategic role in client relationship management and portfolio development
2. Direct involvement in client retention, platform adoption, and account expansion
3. Collaborative, innovative, and continuously evolving work environment
**About the Opportunity**
As a Mid-level Customer Success Analyst, you will play a strategic role in managing and developing our client portfolio, directly contributing to retention, platform adoption, and account expansion.
We seek a candidate with a consultative profile, strong communication skills, and an analytical mindset—capable of building solid relationships, identifying opportunities, and contributing to a high-value customer experience.
You will closely and strategically monitor the customer journey, partnering across departments to ensure sustainable outcomes and strengthen Clínica Experts’ market position.
**Key Responsibilities:**
* Manage a client portfolio consisting of medium-ticket and medium-complexity accounts;
* Lead follow-up, relationship-building, and platform usage evolution meetings;
* Monitor portfolio engagement, usage, satisfaction, and risk indicators;
* Identify expansion opportunities and proactively mitigate churn;
* Escalate highly complex requests when necessary;
* Support internal negotiations and alignment efforts;
* Provide continuous feedback and contribute to process, experience, and product improvements;
* Ensure strategic oversight of the customer journey and success;
* Collaborate cross-functionally to deliver client-aligned outcomes.
**Requirements and Qualifications:**
* Bachelor’s degree in Business Administration, Commercial Management, Marketing, Production Engineering, Communications, Information Systems, or related fields;
* Prior experience in Customer Success, client support, implementation, or customer service;
* Experience managing client portfolios and tracking performance metrics;
* Familiarity with CRM tools, support platforms, or management systems is considered a plus;
* Strong communication, organizational skills, and ability to manage multiple concurrent tasks.
**Competencies:**
* Autonomy and sense of responsibility;
* Clear, consultative, and influential communication;
* Analytical mindset and results orientation;
* Ability to build client relationships and establish trust;
* Organizational and prioritization skills;
* Proactivity and strategic vision;
* Ability to swiftly identify risks and propose solutions;
* Collaboration and integrated cross-functional engagement.
**Our Benefits:**
* Meal/food allowance via Flash card;
* Transportation allowance;
* Outpatient Health Plan (Unimed) + Dental Plan (Uniodonto);
* Wellhub (Gympass) — access to gyms and physical activities;
* Guia da Alma — online therapy and emotional well-being;
* Childcare allowance;
* Life insurance;
* Conexão Premiada — employee referral program;
* Collaborative, innovative, and continuously evolving work environment.
On-site position in Lajeado/RS.
If you enjoy building relationships, creating positive impact on customer experience, and working strategically within a dynamic and collaborative environment, we want to meet you.
Join us to transform our customers’ experience and help revolutionize healthcare management in Brazil ✨