Job Summary: A Customer Success Analyst analyzes performance, creates and executes action plans to increase customer retention and enhance processes. Key Highlights: 1. Responsible for analyzing portfolio performance and creating action plans. 2. Focused on customer retention and continuous follow-up. 3. Works on process improvement and opportunity identification. A Customer Success Analyst is a professional in the CS area responsible for analyzing the performance of their portfolio, creating an action plan for each customer, and executing that action plan via emails, calls, and training sessions with the client's team, aiming to increase retention. 01\. Conduct customer onboarding 02\. Monitor customers using CRM tools; 03\. Respond to customer requests 04\. Hold alignment meetings 05\. Record platform videos 06\. Create content for customers 07\. Work on customer retention 08\. Perform upsell 09\. Address NPS resolution 10\. Monitor customers, including small, medium, and large enterprises; 11\. Improve process workflows and participate in their development and adjustments 12\. Track implementation progress and generate reports on project status 13\. Analyze success metrics and collect customer feedback to improve processes. 14 .Identify opportunities for service improvement and expansion.
João Silva
Indeed · HR
João Silva
Indeed · HR
