Relationship Analyst

Description

Job Summary: Responsible for conducting onboarding and maintaining ongoing relationships with customers, ensuring a positive experience and providing consultative support for retention and satisfaction. Key Highlights: 1. Consultative approach to customer retention and satisfaction 2. Monitoring of customer experience and anticipation of risks 3. Ability to translate technical topics into accessible language Relationship Analyst Position Description: Responsible for conducting onboarding and maintaining ongoing relationships with customers, ensuring a positive experience, clear interdepartmental communication, monitoring of success metrics, and consultative support for customer retention and satisfaction. Responsibilities: * Assist new customers during the onboarding and integration process into accounting services. * Explain processes, deadlines, documentation, and guide the use of accounting tools and systems. * Act as a liaison between the customer service team and operational teams. * Maintain ongoing relationships with customers, understanding their needs and expectations. * Monitor customer experience, anticipating risks and potential difficulties. * Provide consultative support by proposing improvements to financial and accounting processes. * Track success metrics such as retention rate, NPS, response time, and contract renewals. * Identify patterns of dissatisfaction and suggest improvements to services and customer support. Requirements: * Bachelor’s degree in Business Administration, Accounting, or related fields (in progress or completed). * Clear communication skills and ability to translate technical topics into accessible language. * Organizational and time-management skills to handle multiple tasks and deadlines. * Basic technical knowledge of accounting, tax, and labor legislation (preferred). * Proactivity and problem-solving skills. * Experience with customer service systems (Octadesk, Zendesk, or similar). Familiarity with accounting systems is preferred. * Results-oriented profile with emotional intelligence, assertive communication, planning skills, and critical thinking. * Focus on achieving results and meeting established goals. * Emotional intelligence to interact effectively with diverse customer profiles and challenging situations. * Assertive, clear, and respectful communication. * Planning, organizational, and task-prioritization capabilities. * Critical thinking for scenario analysis and effective decision-making. Benefits * Meal and food allowance: BRL 31.00/day * Free parking * Life insurance * Transportation allowance * Unimed health plan * Uniodonto dental plan * Wellhub (Gympass) * Pharmacy discount program * Educational partnership with Anhanguera University (up to 20% discount on undergraduate programs and 5% on postgraduate programs) * Reduced workweek: 40 hours per week * Employment type: Permanent CLT contract