Customer Success Analyst

Jobtailor; Joinville; Presencial; BRL 60 000 - 110 000; Tempo integral

Resumo da oferta

Jobtailor is seeking a Customer Success Manager to manage B2B client portfolios and drive value across the collections and financial management tech stack.

You will build consultative relationships, monitor KPIs, and collaborate cross-functionally to optimize the customer journey and retention.

Qualificações

• Bachelor's degree in Finance or equivalent preferred.
• Prior B2B client portfolio management experience.
• Experience with finance technology solutions for collections/AR.
• Strong data analysis to drive decisions and actions.
• Excellent communication and stakeholder influence.

Responsabilidades

• Manage a portfolio of clients, ensuring engagement and adoption of solutions.
• Build consultative relationships, understand client needs, propose strategic actions.
• Monitor KPIs, remittance submissions, receivables and churn to ensure retention.
• Proactively mitigate churn by identifying risks and actions to improve satisfaction.
• Collaborate with Sales, Finance and Operations to optimize the customer journey.
• Create action plans to improve the customer experience from feedback and data.
• Present performance reports and recommendations to stakeholders.

Conhecimentos

B2B portfolio mgmt

Analytical thinking

Communication skills

Churn prevention

Customer success mindset

Cross-functional collaboration

Formação académica

Bachelor's degree in Finance

Ferramentas

CRM systems

Collections platforms

Descrição da oferta de emprego

Responsibilities

• Manage a portfolio of clients, ensuring engagement and adoption of Global's solutions.
• Build consultative relationships with clients, understanding their needs and proposing strategic solutions.
• Monitor success indicators (KPIs), such as remittance submissions (borderôs), receivables recovery and churn, ensuring performance, cadence and retention.
• Proactively prevent churn by identifying risks and proposing actions to increase customer satisfaction.
• Collaborate with Sales, Finance and Operations to optimize the customer journey.
• Create action plans to improve the customer experience based on feedback, analysis and best practices.
• Present performance reports and recommendations to internal and external stakeholders.

Requirements

• Bachelor's degree, preferably in Finance.
• Experience managing B2B client portfolios and with technology solutions for collections and financial management.
• Analytical skills to interpret data, KPIs and insights, proposing evidence-based solutions.
• Strong communication and influencing skills to ensure alignment and client engagement.
• Knowledge of retention, growth and churn-prevention techniques.
• Consultative mindset focused on delivering value and customer success.
• Experience with CRM and collections management platforms is desirable.
• Preferably experience in finance, with knowledge of the credit and collections cycle.
• Prior experience as a Customer Success Manager or Key Account Manager is desirable.