Customer Relationship Analyst

Description

Job Summary: We are seeking a Customer Relationship Analyst to handle onboarding, engagement, and expansion of customers, ensuring a high-level experience. Key Highlights: 1. Direct involvement in onboarding and customer relationship management. 2. Opportunity to expand revenue and maximize retention. 3. Collaborative work with sales and Customer Success teams. At **Tax.Co**, we are driven by excellence, integrity, and commitment to people. Here, we believe that lasting relationships and consistent results are built through responsibility, collaboration, and purpose. **We seek professionals who share these values** and wish to grow with us, actively contributing to the organization’s development. If you are committed, analytical, and results-oriented, we want to meet you. Join a team that values professionals and invests in the future. We are looking for a **Customer Relationship Analyst** to join our team. Review the position below and join our team! **Responsibilities and Duties** **What You Will Do**: * Conduct onboarding for new customers, ensuring clarity regarding the journey, deliverables, and next steps; * Directly manage and execute in-person immersion sessions (logistics, participant experience, and support); * Maintain active relationships with the customer base, monitoring progress and engagement; * Identify expansion opportunities (cross-sell and upsell) within the customer portfolio; * Make outreach (calls, WhatsApp, and other channels) to schedule meetings focused on revenue expansion; * Schedule qualified meetings for the commercial team (closers); * Ensure a high-level customer experience across all touchpoints; * Update the CRM with relevant information about interactions, opportunities, and customer progress; * Collaborate with sales and CS teams to maximize retention and LTV; * Support the development of customer experience and journey processes. **Requirements and Qualifications** **Competencies We Expect You to Have**: * Bachelor’s degree in Commercial Management, Business Administration, or related fields (completed or in progress); * Experience in customer service, Customer Success, or commercial areas; * Strong verbal and written communication skills; * Organizational skills and ability to manage multiple tasks; * Proficiency with technology and CRM usage; * Interpersonal profile (enjoy working with people); * Interest in sales, business, and professional development. **Additional Information** **Benefits Package**: * Food & Mobility: * Flexible card for Food and/or Meal, based on your needs; * Mobility Benefit: Can be used for Uber, 99, parking, fuel, and tolls; * Transportation Voucher; * Partially subsidized company parking. **Health & Well-being**: * Health Insurance | Unimed Nacional; * Dental Insurance | Uniodonto; * Group Life Insurance; * TotalPass | Benefits club with access to gyms; * Financial education; * Flexible working hours. **Development & Incentives**: * Education Benefit; * Childcare Benefit; * OAB and CRC annual fees fully covered by the company; * Structured career plan and biannual evaluations. **Recognition & Bonuses**: * Longevity Award; * Talent Referral Bonus; * New Client Referral Bonus; * Annual Bonus; * Birthday Day Off (Take a day off on your birthday). Tax.Co (CRC/RS 007538/O) is a group of companies comprising Tax Group, Dr. Fiscal, and Banco Fiscal. We operate in tax and accounting areas, leveraging cutting-edge technology, disruptive innovation, and exemplary operational expertise. We excel at delivering comprehensive market solutions that add value to our customers. We excel at building, with passion and substance, companies that take this seriously. We excel at working entirely our own way: with talented people, disruptive innovation, and applied high technology. We excel at doing more. We revolutionized the corporate market with out-of-the-box deliveries and envision a future of infinite possibilities. Click the link https://www.taxcobrasil.com/ to visit our website. MEET OUR BRANDS: Banco Fiscal: The eldest sibling among Tax.Co’s brands. As Brazil’s first tax tech for tax intermediation, we understand that tax assets represent a new currency in the market — a versatile resource with multiple applications, capable of meeting the most specific needs of individuals or businesses. That’s exactly what we do. Whether facilitating precatório transactions to settle tax liabilities or using credit balances to generate revenue, we empower our customers with freedom of choice. Tax Group: Talking about Tax Group means talking about the industry leader in the tax segment. Our purpose is to care for, empower, and surprise people and organizations to build a better tax world. Combining cutting-edge technology with the expertise of our professionals, we develop critically important tax solutions for all business segments. Through a dynamic system, we broaden the horizons of tax and fiscal departments, presenting our unique, modern, and disruptive perspectives. Our brand’s solutions are available via an association model. Dr. Fiscal: We are Brazil’s largest tax franchise. Dr. Fiscal was created to ensure tax health and security for companies under the Simples Nacional and Lucro Presumido regimes — and our mission is succeeding remarkably! We are the benchmark in tax solutions for small businesses, transforming — through our expertise — how they manage their taxes.