Customer Success Assistant

Description

Job Summary: The professional will monitor and carry out the establishment of client relationships, address inquiries, and collaborate with the Projects team to accelerate the process. Key Highlights: 1. Work toward a greater purpose, being constantly challenged and learning 2. Be part of a company that innovates and shapes the future of financial management 3. A collaborative environment focused on continuous learning Innovate to simplify. Every day, when we arrive at Finnet, we don’t just want to work—we want to create innovative solutions that streamline our clients’ management processes. More than that, we are client-centric! We tirelessly strive to understand our clients’ needs and behaviors to deliver an outstanding user experience. We do this because we believe we can contribute to our clients’ success—and we want all companies to use our systems. Creating something extraordinary is never easy. The best ideas emerge when people are having fun and working toward a greater purpose. You’ll be challenged, you’ll learn, and you’ll have fun! We serve as the ERP complement for numerous companies across Brazil, offering solutions for: RECEIVABLES PAYABLES FINANCIAL MANAGEMENT PAYMENT GATEWAY MARKETPLACE FOR ADVANCEMENTS Open Banking Want to learn more? Visit https://finnet.com.br/ We’re Growing! Join us as a \#Finneter **Responsibilities and Duties** * Monitor client relationship openings; * Carry out relationship openings and route them to responsible departments; * Address client inquiries regarding the status of their requests and route them to responsible departments; * Collaborate with the Projects team to expedite the relationship-opening workflow; * Generate reports on pending relationships and justify delays to banks; * Implement initiatives to enhance and deepen knowledge of Finnet’s products, technologies, and financial improvement services. **Requirements and Qualifications** * Proficiency in Microsoft Office tools * Proficiency in Canva * Strong written communication skills * Strong verbal communication skills * Familiarity with NPS research methodology * Innovation mindset * Curiosity to innovate and optimize processes * Proactivity in contributing to the team and partner departments **Finnet: Connecting Companies to the Financial Future for Over 22 Years** At Finnet, our mission is to transform complexity into simplicity. With over two decades of experience, we are a benchmark in technological solutions that simplify financial management for large enterprises across Brazil. We are pioneers in the digital transformation of the financial sector, delivering cloud-based software for financial connectivity, cash management, multi-channel payments, and corporate credit—and operating as a Techfin within the largest Market Risk Sacado Marketplace in the market. Our technology connects over 3 million CNPJs and 120 financial institutions. Currently, we are certified as a Payment Transaction Institution and the only connectivity provider participating in Open Finance Brasil at the Central Bank. **Working at Finnet Means Being Part of Innovation** Here, every day is an opportunity to create something extraordinary. Our environment is collaborative, challenging, and oriented toward continuous learning. We believe the best ideas arise when we work with purpose and passion. If you seek a place where you can grow, learn, and impact the future of corporate management, Finnet is your place. We operate in the following areas: **RECEIVABLES • PAYABLES • TREASURY** **Join Us as a \#Finneter** Join a solid, human-centered, and specialized company that leads the market and shapes the future of financial management in Brazil. Here, you’ll have room to innovate, develop, and be part of a team connected to the future.