···
Log in / Register
B2B Account Manager
R$3,500-5,000/month
Indeed
Full-time
Onsite
No experience limit
No degree limit
Av. Santa Bárbara, 1771 - Vila Santa Rosalia, Limeira - SP, 13480-624, Brazil
Favourites
Share
Some content was automatically translatedView Original
Description

**Job Summary:** * You are the Customer Success Professional to work at a marketing agency specialized in accounting firms. * You will be responsible for overseeing the client journey, ensuring deliverables are well understood, aligning expectations, organizing performance review meetings, identifying opportunities for improvement and retention, and acting as the liaison between clients and internal teams (traffic, content, design, and direction). * We seek a communicative, organized professional with an analytical mindset and a focus on long-term relationships and results. **Key Responsibilities and Activities:** * Day-to-day expectations for this role: * Serve as the primary point of contact for the agency’s clients, building relationships based on trust. * Conduct clear and objective onboarding sessions, explaining step-by-step the marketing strategy tailored for accounting firms. * Monitor the client journey, ensuring the client understands deliverables, timelines, and next steps. * Schedule and lead follow-up and performance review meetings (monthly or periodic). * Translate marketing data and metrics into simple, practical language for clients. * Collect feedback and relay it internally to continuously improve campaigns and processes. * Identify potential cancellation risks and proactively address them to maintain satisfaction and retention. * Recommend upgrades, cross-sells, or new services when appropriate for the client’s current stage. * Log client interactions, requests, and history in the CRM or other agency-adopted tools. * Collaborate closely with traffic, content, design, and direction teams to ensure clients receive a complete and positive experience. * Obtain approvals for materials from both clients and internal teams. * Perform copywriting tasks—drafting strategic yet straightforward content such as social media captions, editorial calendars, and other materials—with AI support. * Monitor social media posts and ensure alignment with the overall strategy. * Act as an RD Marketing strategist—understanding and designing landing pages, email flows, automations, and other necessary structures. * Leverage AI tools to optimize deliverables, processes, and productivity. * Create, organize, and interpret comprehensive client performance reports. * Analyze reports and guide subsequent actions and campaigns based on data insights. **Mandatory Requirements:** * Prior experience in Customer Success, Customer Support, Post-sales, or similar roles. * Excellent written and verbal communication skills. * Strong organizational skills, discipline regarding deadlines, and ability to manage multiple clients simultaneously. * Ability to handle feedback, negotiations, and conflict situations professionally. * Capacity to understand and explain marketing concepts and results in simple terms. * Familiarity with online tools (Google Workspace, WhatsApp Web, video conferencing, etc.). **Preferred Qualifications:** * Previous experience in Customer Success, Client Support, or Account Management within a marketing agency. * Experience managing 360-degree client requests and strong internal communication skills. * Experience working collaboratively under project management supervision. * Experience serving B2B clients—particularly in accounting, professional services, or consulting. * Basic knowledge of digital marketing (funnels, leads, paid traffic, inbound). * Familiarity with CRM systems and task management tools (e.g., Notion, Trello, Asana). * Analytical mindset: ability to interpret performance metrics and KPIs. * Skill in facilitating online meetings confidently, clearly, and consultatively. Employment Type: Full-time, CLT (Consolidated Labor Laws) Compensation: R$3,500.00 – R$5,000.00 per month Benefits: * Dental insurance * Transportation allowance

Source:  indeed View original post
João Silva
Indeed · HR

Company

Indeed
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.