Entry - level role supporting effective customer success plans and fostering strong customer relationships at Ideagen. Collaborate with cross - functional teams for onboarding and retention activities.
About the role
- Customer Success Analyst ensuring continuous value from financial and technology solutions in São Paulo. Focused on building long-term client relationships and improving customer engagement.
Responsibilities
- The Customer Success professional will work to ensure that the client obtains continuous value from the company's products or services.
- Ensure an excellent post-sales experience.
- Focus on building long-term relationships, anticipating needs and guiding customers to achieve their goals.
- Monitor success metrics, working with measurements and analyzing survey results and indicators such as KPIs, NPS, CSAT and churn.
- Generate reports on customer requests and needs.
- Educate customers on the proper use of products, track the customer journey and implement strategies to increase engagement and retention.
- Collect customer feedback and relay it to product, marketing and sales teams.
- Recommend improvements based on usage and customer-identified needs.
- Support team development by providing technical assistance and guidance to more junior colleagues.
Requirements
- Effective communication
- Teamwork
- Empathy and active listening
- Problem-solving focus
- Proactivity
- Curiosity and continuous learning
- Organization and autonomy
- Customer focus and empathy
- Experience in customer service and metrics analysis
- Analytical skills for data interpretation
- Knowledge of data manipulation and reporting tools
- Intermediate Excel – pivot tables, VLOOKUP and charts
- Knowledge of Customer Success and Customer Experience — retention practices, NPS, retention metrics and customer journey
- Experience using CRM tools
- Knowledge of sales and post-sales processes
Benefits
- Bradesco Health Plan
- Bradesco Dental Plan
- Childcare assistance
- TotalPass
- Life insurance
- Meal allowance (VR)
- Food allowance (VA)
- Commuter benefit (VT)
- Home office allowance
- Sesc partnership benefits
- Partner discounts club
- Online therapy platform - Orienteme
- Semi-annual profit sharing (PLR) based on performance evaluation
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Assistente de CRM supporting marketing strategies by operationalizing campaigns in CRM for customer engagement and retention. Driven to enhance customer journeys and base growth through diverse campaigns.
Dynamics CRM Technical Consultant role developing and supporting Dynamics 365 Sales and Marketing systems at Clarion Housing Group. Engaging with customers and ensuring systems are maintained with a focus on quality and resilience.
Clinical Success Manager at Abridge improving nursing workflows with AI. Collaborating with diverse teams to launch products that bridge clinical conversations and actionable data.
Customer Success Executive managing end - to - end experience for F&B clients. Onboarding and supporting clients for optimal system utilization in a hybrid work environment.
Customer Success & Compliance Analyst at Spiko focusing on onboarding and support for investors while collaborating with internal teams. Enhancing customer satisfaction and operational efficiency in a fintech environment.
Customer Success Leader at Planday managing Customer Success Managers for B2B SaaS client retention. Ensuring strong customer partnerships and data - driven growth strategies.
Head of Customer Success managing the Customer Success function to drive revenue growth at ablefy. Building relationships with customers and leading a high - performing team in a SaaS environment.
Senior Customer Success Associate managing automated customer accounts for sustainability platform rePurpose. Delivering quality support through efficient ticket management and customer onboarding.
Analista de Planejamento Pleno - CRM developing customer relationship strategies to enhance retention at Cheil Brasil. Collaborating with teams to utilize data for improved consumer engagement.