




**Job Summary:** * You are the Customer Success Professional for a marketing agency specializing in accounting firms. * You will be responsible for guiding clients through their journey, ensuring deliverables are well understood, aligning expectations, organizing results meetings, identifying opportunities for improvement and retention, and acting as the bridge between clients and internal teams (traffic, content, design, and direction). * We seek someone communicative, organized, analytically minded, and focused on long-term relationships and results. **Key Activities and Responsibilities:** * What we expect from the professional on a day-to-day basis: * Serve as the primary point of contact for the agency’s clients, building trusted relationships. * Conduct clear and objective onboarding sessions, explaining step-by-step the marketing strategy for accounting firms. * Guide the client journey, ensuring the client understands deliverables, timelines, and next steps. * Schedule and lead follow-up and results presentation meetings (monthly or periodic). * Translate marketing data and metrics into simple, practical language for the client. * Collect feedback and relay it internally to continuously improve campaigns and processes. * Identify cancellation risks and proactively address them to maintain satisfaction and retention. * Suggest upgrades, cross-sells, or new services when appropriate for the client’s current situation. * Record client interactions, requests, and history in the CRM or tool adopted by the agency. * Collaborate with traffic, content, design, and direction teams to ensure the client receives a complete and positive experience. * Approve materials jointly with clients and internal teams. * Perform copywriting tasks, crafting strategic yet simple texts—such as captions, editorial calendars, and other materials—using artificial intelligence as support. * Monitor social media posts and ensure alignment with strategy. * Act as an RD Marketing strategist, understanding and designing landing pages, email flows, automations, and other necessary structures. * Use AI tools to optimize deliverables, processes, and productivity. * Create, organize, and interpret comprehensive client performance reports. * Read reports and guide subsequent actions and campaigns based on data. **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. * Ease in handling feedback, negotiations, and conflict situations with a professional demeanor. * Ability to understand and clearly explain marketing concepts and results in simple terms. * Familiarity with online tools (Google Workspace, WhatsApp Web, video conferencing, etc.). **Desirable Differentiators:** * Prior experience in Customer Success, Customer Support, or Account Management within a marketing agency. * Experience managing 360-degree client demands and strong internal communication skills. * Experience working in teams under project management supervision. * Experience serving B2B clients, especially in accounting, professional services, or consulting. * Basic knowledge of digital marketing (sales funnel, leads, paid traffic, inbound). * Familiarity with CRM systems and task-organization tools (Notion, Trello, Asana, etc.). * Analytical mindset: ability to interpret performance metrics and KPIs. * Skill in confidently, clearly, and consultatively facilitating online meetings. Employment Type: Full-time, CLT (Consolidated Labor Laws) Compensation: R$3,500.00 – R$5,000.00 per month Benefits: * Dental insurance * Transportation allowance


