Job Summary: A Customer Success professional with experience in sales and customer service, seeking to optimize platform usage and ensure customer satisfaction. Key Highlights: 1. Proactive management of the customer portfolio and satisfaction 2. Identification of upsell and expansion opportunities 3. Monitoring of engagement metrics and proposal of improvements Description: Requirements: * Prior experience in Customer Success, Customer Service, or related areas. * Experience in up\-sell and cross\-sell * Strong communication and problem-solving skills. * Knowledge of credit analysis processes and/or the financial market is a plus. * Familiarity with CRM tools, customer support systems, and data analytics tools. * Analytical mindset and results-oriented profile. * Ability to handle multiple demands and act consultatively with customers. Advantages: * Experience in SaaS or technology companies. * Knowledge of BI tools for data analysis. * Certifications in Customer Success. * Proactively manage the customer portfolio, ensuring satisfaction and successful use of our solution. * Understand customer needs and provide strategic guidance to optimize platform usage. * Monitor engagement metrics, suggesting improvements and customized solutions. * Collaborate with product and technology teams to ensure customer requests and feedback are incorporated into the development of new features. * Develop training materials, educational content, and best practices to enhance the customer experience. * Identify upsell and expansion opportunities, contributing to company revenue growth. * Track metrics such as churn, NPS, and customer health, proposing actions to improve retention. 2512100202181598281
João Silva
Indeed · HR
João Silva
Indeed · HR
