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Job Summary: A Customer Success professional with experience in sales, communication, and analytics, focused on client portfolio management and platform usage optimization. Key Highlights: 1. Experience in Customer Success and sales (up-sell/cross-sell) 2. Strong communication, problem-solving, and analytical skills 3. Proactive portfolio management and customer experience optimization Description: Requirements: * Prior experience in Customer Success, Customer Support, 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 approach. * Ability to handle multiple requests and act consultatively with clients. Preferred Qualifications: * Experience in SaaS or technology companies. * Knowledge of BI tools for data analysis. * Customer Success certifications. * Proactively manage the client portfolio, ensuring satisfaction and successful adoption of our solution. * Understand client 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 client feedback and requirements are incorporated into new feature development. * Develop training materials, educational resources, 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
