Customer Success Analyst

Description

Job Summary: Your role will be to build successful partnerships, generate growth opportunities, and understand the needs of Personal Bankers to serve them effectively. Key Highlights: 1. Build and nurture strategic relationships with Personal Bankers 2. Identify new business opportunities and maximize profits 3. Resolve issues promptly and focus on customer satisfaction **Let’s pursue the extraordinary together?** **Our Principles** * We speak person-to-person * We pursue the extraordinary * We bring innovation to life * We strengthen ourselves through transparency **Responsibilities and Duties** **Your role will be:** **** * **Build successful partnerships**: Establish and nurture strategic relationships with Personal Bankers, serving as an essential support point to drive their activities within the Franq platform. * **Generate growth opportunities**: Collaborate with Personal Bankers to identify new business opportunities and develop strategies to maximize profits, always focusing on customized solutions. * **Understand to serve**: Understand the unique needs of each Personal Banker and develop proactive action plans that ensure effective service and ongoing support for their business growth. * **Resolve issues promptly**: Be a quick and efficient problem solver, handling Personal Bankers’ complaints and questions assertively and with a focus on satisfaction. * **Focus on retention and engagement**: Work to keep Personal Bankers motivated, ensuring their retention and continuous engagement with the platform while encouraging the development of their businesses. * **Become a trusted reference**: Build a reputation for trustworthiness, becoming the go-to person for Personal Bankers in any situation—whether for strategic guidance or day-to-day support. * **Monitor and suggest solutions**: Closely track the performance of recommended products, suggesting alternative options and adjustments better suited to Personal Bankers’ profiles, always aiming to maximize results. **Requirements and Qualifications** **What we expect from you:** * **Academic background**: Completed or ongoing undergraduate degree in related fields. * **People skills**: Passion and ease in building and maintaining strong client relationships. * **CRM knowledge**: Experience and proficiency using CRM systems to optimize client relationship management and service. * **Exceptional communication**: Outstanding communication ability, ensuring clarity, empathy, and connection with clients. * **Partnership-building aptitude**: Talent for fostering and nurturing positive relationships both internally and externally. * **Customer focus**: A mindset oriented toward understanding and meeting client needs, always seeking the best solutions. **You’ll stand out if you have:** * **Experience with financial products**: Practical experience with financial products, portfolio management, and client relationship management will be a significant advantage. **Additional Information** **At Franq, you’ll:** * Work alongside experienced and renowned professionals from the financial industry; * Develop, grow, and learn skills using best practices and cutting-edge technologies; * Participate in an innovative project that impacts clients’ financial lives and creates new ways of doing business. **We offer:** * CLT employment contract; * Flexible benefits card (Caju) worth R$ 1033.50; * Comprehensive medical and dental insurance, fully covered by the company (Bradesco Plan), with no co-payment; * Partnership with Gympass; * Partnership with Psicologia Viva and Conexa Saúde; * No dress code; * Birthday day off; * Fresh fruit station for Franqers working onsite. **Diversity and Inclusion at Franq!** At Franq, you have space to be authentically yourself! We value you regardless of race, color, religion, gender identity, nationality, disability, sexual orientation, ancestry, or age. All our positions are open to candidates with disabilities—if this applies to you, please specify it in your application and provide the corresponding CID code. **JOIN US IN PURSUING THE EXTRAORDINARY** Become a Franqer! \#GoFranq