Customer Success Specialist

Ottomatik.io; Brasil; Teletrabalho; BRL 20.000 - 80.000; Tempo integral

Resumo da oferta

Ottomatik.io is looking for a Customer Success Specialist to join their Go-To-Market team. This mid-senior level role involves managing customer interactions, resolving inquiries, and ensuring platform engagement. Candidates need 2+ years in B2B environments and strong communication abilities, preferably with knowledge of investment banking or private equity. Ideal for tech-savvy, organized professionals eager to grow in a fast-paced environment.

Serviços

10 days of PTO

US holidays

Great opportunity for skill development

Qualificações

• 2-6 years of professional experience.
• 2+ years in a quota carrying role within B2B sales/account management/customer success.
• Strong English communication skills.

Responsabilidades

• Manage customer interactions and ensure data accuracy.
• Drive KPIs around member engagement through phone and email.
• Help requests via phone and email; respond to member inquiries.

Conhecimentos

Communication

Problem Solving

Organizational Skills

Technical Savvy

Ferramentas

Salesforce

Descrição da oferta de emprego

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Hi there! We are South and our client is looking for a Customer Success Specialist!

Note To Applicants

• Eligibility: This position is open to candidates residing in Latin America.
• Application Language: Please submit your CV in English. Applications submitted in other languages will not be considered.
• Professional Presentation: We encourage you to showcase your professional experience by including a Loom video in the application form. While this is optional, candidates who provide a video presentation will be given priority.
  
  

Job Summary

Our company’s Go-To-Market (GTM) team is focused on sales and customer success, targeting both the sell-side (e.g., investment banks, business brokers) and buy-side (e.g., private equity, corporate development teams). The Customer Success Specialist plays a key role in supporting buy-side members by managing customer interactions, ensuring data accuracy, and maintaining high service standards. Responsibilities include proactive outreach, resolving member inquiries, and encouraging platform engagement. Success in the role requires deep product knowledge and effective communication skills, supported by ongoing training and development.

Responsibilities

• Understand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform.
• Drive key KPIs around member engagement with the product, through phone and email interaction.
• Deliver on a number of customer success responsibilities, including but not limited to:
• Help requests via phone and email
• 20+ connected calls a week; promptly responding to member inbound requests via email; closing out cases in Salesforce; launching email campaigns to improve Member’s usage of the company's platform
• Reporting common product and service feedback to the appropriate internal teams
• Salesforce admin processing including contract processing and verification
• Proactive member outreach to drive improved platform usage
• Attending and participating in regular internal meetings and contributing to internal projects and initiatives as they arise
  

Must Haves

• 2-6 years of professional experience
• 2+ years of credible and demonstrated experience in a quota carrying role within B2B sales/account management/customer success
• Prior exposure and GTM experience in or around investment banking or private equity is a strong plus
• Exceptionally strong written and oral communication skills in English
• Referenceable history of achieving increasing levels of excellence in personal or professional settings
• Highly responsive and organized
• Tech savvy, detail-oriented, and flexible
• Positive and professional work attitude
  
  

Nice-to-haves

• Experience using Salesforce
• Experience working in the Saas, Fintech or Finance industry
  
  

Time-zone and working hours: Monday to Friday 8:30am - 5:30pm East Coast Time

Compensation: 3,000 - 3,600 usd/month

Perks

• 10 days of PTO
• US holidays
• Great opportunity to sharpen your skill set while joining a fast-growing company!
  
  

If this opportunity sounds good to you, send us your resume!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development

• Industries

  Software Development and Financial Services

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