Customer Success Analyst

Oaktech; São Paulo; Hybrid; BRL 78,000 - 134,000; Full time

Benefits offered by this job

Direct exposure to leading AI projects

Collaborative multidisciplinary team

Culture of continuous learning

Job summary

Oaktech in São Paulo is seeking a Customer Success Analyst to partner with clients, guiding them through onboarding and continued use of Oaktech's AI-driven solutions.

You will monitor KPIs, prepare engagement reports, run checkpoints, and collaborate with Product, Sales and Growth to reduce churn and expand opportunity. Experience with CRM/analytics and a passion for technology is valued.

Qualifications

• Experience in customer success, post-sales, or project management.
• Strong communication, organization and active listening.
• Ability to analyze data and generate actionable insights.
• Genuine interest in technology and AI-based solutions.
• Ownership, proactivity and collaborative mindset.
• Willingness to evolve automations alongside customers.

Responsibilities

• Serve as the customer's focal point from onboarding to ongoing use.
• Track success indicators (KPIs/OKRs) and generate reports.
• Lead follow-up meetings and onboarding sessions.
• Identify churn risks and expansion opportunities with teams.
• Translate feedback into product roadmap improvements.
• Use tools like Notion, Slack, Google Workspace, and HubSpot.

Skills

Customer success

Communication

Data analysis

AI awareness

Ownership

Proactivity

Collaboration

Tools

HubSpot

Notion

Looker Studio

Google Workspace

Job description

About the role

At Oaktech, we believe our customers' success is our success. We are looking for a Customer Success Analyst to act as a strategic partner to our clients, following their journey using our AI solutions and digital products, ensuring adoption, engagement and perceived value at every stage of the relationship.

You will be responsible for facilitating communication between the customer and internal teams, tracking deliverables and supporting the client in the continuous evolution of the implemented solutions. This role involves relationship building, product vision, data analysis and a culture of continuous improvement.

Responsibilities

• Act as the customer's focal point, delivering an excellent experience from onboarding to continued use of the solutions;
• Track success indicators (KPIs and OKRs), generate engagement reports and suggest proactive actions;
• Run follow-up meetings (checkpoints) and onboarding sessions;
• Identify churn risks and expansion opportunities, working alongside Product, Sales and Growth;
• Translate feedback into product roadmap improvements;
• Use tools such as Notion, Slack, Google Workspace, HubSpot and others.

Requirements

Must have

• Experience in customer success, post-sales, technical support or project management;
• Strong communication, organization and active listening skills;
• Ability to analyze data and produce actionable insights;
• Genuine interest in technology and AI-based solutions;
• Ownership, proactivity and a collaborative mindset;
• Willingness to work side by side with our AI assistants, leveraging existing automations and helping evolve them along the customer journey.

Nice to have

• Knowledge of SaaS products, success metrics and account portfolio management;
• Experience with tools like HubSpot, Notion, Looker Studio or other analytics platforms;
• Intermediate to advanced English.

What we offer

• Direct exposure to leading companies and high-impact applied-AI projects;
• Active participation in product evolution and in building journeys with real customer value;
• Collaborative environment with flexibility and a culture of continuous learning;
• Integration with a multidisciplinary team of engineering, product, data, AI and design.