Relationship Analyst (Mid-level)

Description

At **Assertiva**, we are not just expanding—we are **transforming**. We seek talents who want to grow alongside us, strengthening **client relationships** and contributing to an increasingly **strategic** and business-aligned **customer experience**. If you enjoy **connecting with people**, **understanding needs**, building **relationships**, and delivering value through **customer experience**, this opportunity may be right for you. Here, you’ll collaborate with a supportive team, thrive in a dynamic environment, and have space to develop a **consultative approach**, directly contributing to our clients’ journey and **satisfaction**. But remember: your **ownership and leadership** will be essential on this journey! If this resonates with you, join Assertiva and become part of a team that grows together! **Responsibilities and Duties** **Responsibilities and Duties** ----------------------------------- * Identify upsell and cross\-sell opportunities, acting consultatively and personally tailored to each client’s profile and needs; * Develop and execute client retention strategies, including loyalty initiatives, reactivation efforts, and churn reduction; * Serve as the strategic point of contact for clients, supporting platform usage and encouraging greater engagement and adoption; * Analyze customer performance and behavioral metrics to generate insights and propose improvements to relationship strategies; * Monitor churn, engagement, and satisfaction metrics, supporting preventive and corrective actions; * Track market trends and competition, identifying improvement opportunities and emerging business trends; * Participate in internal and external training programs, contributing to the continuous development of the area; * Collaborate cross-functionally to ensure optimal customer experience throughout the entire journey; * Ensure alignment with company culture, policies, and guidelines across all interactions; * Perform other duties related to the role as required and directed by leadership. **Requirements and Qualifications** ***You must have:*** * Experience managing a client portfolio. * Negotiation skills to lead client conversations and identify opportunities to expand relationships; * Market knowledge to understand trends, customer behavior, and competitive positioning; * Emotional intelligence to engage effectively with diverse client profiles and situations while maintaining balanced, assertive communication. * Proficiency in CRM tools and client portfolio management systems; ***Preferred qualifications:*** * Familiarity with Salesforce. **Additional Information** Here, your growth and well\-being sit at the heart of everything we do. We foster an environment that inspires your best self—featuring present leadership, transparent communication, and a results-driven mindset as the core driver of our daily work. **Check out the benefits we’ve prepared for you:** **Health First:** We care for you and your loved ones with comprehensive Medical and Dental Plans, plus Life Insurance. **Energy for Everyday Life:** With TotalPass, access a wide network of gyms, studios, and wellness activities to care for your body and mind. **Your Pet Matters Too:** We offer the Guapeco pet health plan, ensuring greater care and well\-being for your best friend. **Healthy Mind, Lighter Life:** Receive full psychological support via Zenklub and nutritional guidance for a more balanced routine. **Continuous Growth:** Invest in your development with access to the Alura learning platform and exclusive discounts at recognized institutions such as FIAP, USP/Esalq, and language schools. **Flexibility in Your Wallet:** Use the Flash card freely—for meal and food benefits—wherever and however you prefer. **Home Office Support:** We provide financial assistance to help set up your workspace, purchase office supplies, or cover daily expenses—all managed via the Flash card. **Birthday Day Off:** In your birthday month, enjoy one paid day off to celebrate your way. **Flexible Hours Bank:** Greater flexibility to balance professional and personal commitments. **Family Support:** We offer Childcare Assistance for children up to 6 years old, extended Maternity and Paternity Leave, and financial aid for employees with children or dependents with disabilities—enhancing security, peace of mind, and quality of life for your entire family. **Allya (Benefits Club):** Access an exclusive advantages club offering special discounts across multiple sectors. **Onhappy:** Travel destinations, airline tickets, and accommodations with exclusive perks. And more... **Support from Day One:** You’ll be paired with an Assertiver Multiplicator—a mentor who guides you throughout your journey, ensuring structured and close onboarding. **Tenure-Based Recognition Program:** More than recognizing time served, this program values your contributions, alignment with our values, and tangible impact on business and cultural growth. Our **culture reflects our values**. We believe in **building the future with consistency**, adopting an **owner’s mindset**, and exercising **responsibility** in every delivery. Our **results are non-negotiable**. Beyond delivering services, we act as **trusted partners to our clients**, evolving together through every challenge. If you seek an environment where commitment delivers real impact, **we want to meet you**. **Building the Future of Credit with Attitude and Results** For 13 years, **Assertiva** has pursued a clear mission: **Simplifying the Credit Cycle**. We leverage cutting-edge technology to ensure security across the entire credit lifecycle. This vision demands **attitude and responsibility** in every client interaction. That’s why we **evolve with our clients**, turning their challenges into continuous innovation. Today, we are over 120 passionate professionals whose platform impacts more than 6\.000 clients and 50 thousand active users nationwide. The success of this journey proves our culture works—**built one day at a time**. In a fast-growing environment where caring for people is our top priority, we guarantee that **our results are non-negotiable**. We don’t just deliver solutions—we deliver secure, sustainable growth for our clients’ businesses. **Transforming Data into Direction...