We are seeking a professional to serve as the **key point of contact** for a Cross client portfolio, responsible for building consistent relationships, understanding each client’s needs, and leading recurring agendas that continuously deliver perceived value. **More than reporting data, the person in this role acts as a true strategic partner to the client**: closely monitoring **operational metrics**, and leveraging **Artificial Intelligence tools** to transform information into actionable insights that support decision-making—anticipating issues and identifying opportunities, rather than merely responding to ad-hoc requests. **Responsibilities:** * Manage a Cross client portfolio, serving as the primary relationship contact and escalation point for questions and issues; * Lead recurring meetings with clients (typically at least one per active client per week), bringing relevant materials and encouraging platform adoption; * Analyze each client’s operational metrics (e.g., process KPIs, SLAs, productivity, etc.) to identify trends, deviations, and improvement opportunities; * Generate strategic insights for clients from operational data and metrics, using AI tools to accelerate analysis; * Create on-demand reports and analyses—often built from scratch when the platform does not natively deliver what the client requires—with daily support from AI (Claude/Nous); * Bridge communication between clients and internal teams—enforcing deadlines, aligning timelines, and maintaining visibility into delivery status; * Support the development of agents and automations on our platform to improve efficiency in recurring analyses; * Participate in implementations and PoCs when needed, collaborating with Product and Commercial teams—especially for complex clients or processes; * Document learnings and support onboarding of new squad members as the portfolio and team grow. **Required Qualifications:** * Prior experience in B2B client relationship management (customer success, consulting, implementation, or commercial/post-sales roles); * Strong analytical reasoning and organizational skills to track metrics, structure information, and build clear reports from data; * Familiarity with generative AI tools (e.g., Claude or similar) as part of daily work—not only to accelerate report and material creation, but to transform data into strategic insights that support client decision-making; * Autonomy to operate effectively in a startup environment and drive process improvements; * Strong written and verbal communication skills, with adaptability to navigate difficult conversations with clients. **Preferred Qualifications:** ----------------- * Experience with P2P, O2C, or service/healthcare management processes; * Prior experience with system implementation or process consulting; * Experience with file/analysis versioning (e.g., Git/Bitbucket) or error/agent monitoring tools.
João Silva
Indeed · HR
João Silva
Indeed · HR
