Customer Relationship Analyst

Description

Job Summary: Responsible for conducting onboarding and maintaining ongoing relationships with customers, ensuring a positive experience and adopting a consultative approach to drive retention and satisfaction. Key Highlights: 1. Consultative approach to customer retention and satisfaction 2. Clear communication and ability to translate technical topics 3. Results-oriented mindset and emotional intelligence **Description:** Responsible for leading the onboarding process and maintaining continuous customer relationships, ensuring a positive experience, clear interdepartmental communication, monitoring of success metrics, and delivering consultative support to enhance customer retention and satisfaction. **Responsibilities:** * Assist new customers during the onboarding and integration process into accounting services. * Explain procedures, deadlines, documentation, and guide the use of accounting tools and systems. * Serve as the liaison between the customer service team and operational teams. * Maintain ongoing relationships with customers, understanding their needs and expectations. * Monitor customer experience, proactively identifying risks and potential challenges. * Provide consultative support by proposing improvements to financial and accounting processes. * Track key performance indicators such as retention rate, NPS, response time, and contract renewals. * Identify patterns of dissatisfaction and suggest service and support enhancements. **Requirements:** * Bachelor’s degree in Business Administration, Accounting Sciences, or related fields (in progress or completed). * Clear communication skills and ability to translate technical concepts 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 platforms (e.g., Octadesk, Zendesk, or similar). Familiarity with accounting software is preferred. * Profile demonstrating a results-oriented mindset, emotional intelligence, assertive communication, planning ability, and critical thinking. * Focus on achieving results and meeting established goals. * Emotional intelligence to effectively interact with diverse customer profiles and challenging situations. * Assertive, clear, and respectful communication. * Ability to plan, organize, and prioritize tasks. * 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 working hours: 40 hours/week * Employment type: Permanent CLT contract Employment type: Permanent CLT contract Compensation: BRL 3,000.00 – BRL 4,000.00 per month Benefits: * Health insurance * Dental insurance * Education assistance * Free parking * Life insurance * Food allowance * Meal allowance * Transportation allowance