Description
**About the day-to-day:**
* Manage a portfolio of clients, monitoring their journey and ensuring a close, consultative relationship;
* Conduct periodic meetings, supporting clients in platform usage and evolution of their processes;
* Clarify questions related to accounting, tax routines, integrations, and other solution features;
* Act as a bridge between clients and internal teams, tracking requests until resolution;
* Monitor portfolio health, identifying risks, opportunities for improvement, and possibilities for relationship expansion;
* Participate in building processes, playbooks, support materials, and the team’s knowledge base;
* Contribute to continuous improvement of customer experience and operational evolution.
**Requirements:**
* Degree in Accounting Sciences, Administration, or related fields;
* Experience in accounting, accounting BPO, or finance areas;
* Knowledge of accounting routines and ancillary obligations;
* Interest in or experience with B2B client relationship management;
* Proficiency with technology and system usage;
* Strong communication skills, organization, and ability to manage multiple demands simultaneously.
**Nice-to-have qualifications:**
* Experience in technology companies (SaaS);
* Prior experience in Customer Success, Technical Support, or Consultative Support;
* Experience serving multiple clients simultaneously;
* Experience documenting processes and creating support materials.
Compensation: Up to R$4.000,00 per month
Benefits:
* Medical assistance
* Dental assistance
* Life insurance
* Remote work
* Meal allowance
Work location: Remote