Customer Success

Description

Job Summary: Our Relationship team aims to strengthen strategic partnerships with commercial partners, promoting retention, portfolio growth, and expanding cross-sell and up-sell opportunities in a fast-paced environment. Key Highlights: 1. Strengthen strategic partnerships with commercial partners 2. Promote retention and growth of the partner portfolio 3. Fast-paced environment focused on results **How the Relationship team builds Loft:** The Relationship team’s mission is to ensure a consistent, high-value journey for our commercial partners—strengthening strategic partnerships, promoting retention and portfolio growth, and expanding cross\-sell and up\-sell opportunities. We operate closely, proactively, and results-oriented, ensuring each partner receives support to grow alongside Loft/Fiança Aluguel. We seek individuals who embrace challenges, deliver consistent results as part of a team, do the right thing, and recognize strong development opportunities in fast-moving, dynamic environments like ours. We believe that to fulfill our mission and contribute to building Latin America’s largest and best real estate ecosystem, we need a team aligned with our purpose and a high-performance mindset. **Challenges you’ll face:** * Manage a fixed portfolio of commercial partners, adjusting contact frequency based on partner size; * Conduct periodic proactive outreach (calls, WhatsApp, virtual/in-person meetings) to understand needs and support partner growth; * Conduct virtual visits and, where applicable, in-person visits to strengthen strategic relationships; * Address operational inquiries and requests via Octadesk—including credit analysis, contract activation and renewal, delinquency, exoneration, and product information; * Proactively follow up on performance, re-engage partners at risk of churn, and identify cross\-sell and up\-sell opportunities; * Use RD Station to organize your calendar, relationship pipeline, and follow\-ups; * Maintain spreadsheets and trackers (Google Sheets/Excel) with data, interaction history, and status updates; * Ensure complete, organized, and up-to-date records of all actions and support interactions. **What you need to unlock this role?** * Strong written and verbal communication skills; * Analytical mindset with a focus on problem-solving; * Organization and discipline to follow processes and keep trackers updated; * Proactivity in identifying improvement opportunities with partners; * Interest in learning about Loft/Fiança Aluguel products; * Ability to manage multiple concurrent responsibilities (relationship management, support, and tracking); * Familiarity and experience with tools such as Octadesk, Inter\-IP, RD Station, and Google Sheets/Excel are advantages. **Additional Information** Caju \- Greater flexibility to use your benefits (Meal, Food, Mobility, Health, Home Office, Culture, and Education); Health Insurance \- Sulamerica Life Insurance \- Prudential ️WellHub \- Access to gyms across Brazil Wellz\- Mental Health Platform LinkedIn Learning \- Educational platform to accelerate your development Parental Leave \- For parents Guapeco \- Pet Health Plan with discount ️Work \- Hybrid