Hybrid Planning and Customer Service Management Analyst – Mid Level

Posted 1 hour ago

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About the role

  • Analista Pleno at Itaú managing operational performance of customer service centers and ensuring quality. Responsible for continuous improvement and implementation of effective solutions.

Responsibilities

  • Manage the operational activities of customer service centers, monitoring routines, capacity, productivity, and service quality to ensure adherence to defined standards.
  • Analyze data and track KPIs related to customer service and customer experience, identifying trends, deviations, and opportunities for improvement with a focus on operational efficiency and customer satisfaction.
  • Lead continuous improvement initiatives for processes, reviewing workflows, proposing adjustments, and supporting the implementation of solutions that simplify operations and reduce friction for customers and teams.
  • Maintain ongoing relationships with stakeholders across different hierarchical levels, acting as a liaison between operational areas, partner teams, and managers to ensure alignment and smooth communication.
  • Monitor strategic initiatives, tracking deadlines, priorities, action plans, and deliverables to ensure execution as planned and value generation for the business.
  • Coordinate schedules, forums, and alignments with partner areas, organizing follow-up rituals, status meetings, and checkpoints to ensure visibility and informed decision-making.

Requirements

  • Analytical capability, with the ability to interpret data, identify patterns, and support decision-making.
  • Customer-focused mindset, ensuring service quality and continuously seeking the best customer experience.
  • Risk management awareness, attentive to operational, regulatory, and customer experience impacts.
  • Constructive critical mindset, acting proactively to identify problems and propose improvements.
  • Motivation to learn new things, open to change, new methods, and technologies.
  • Proactivity, autonomy, and a strong sense of responsibility in task execution.
  • Good interpersonal skills, with the ability to interact and collaborate across different areas and hierarchical levels.
  • Resilience and flexibility to operate in dynamic environments with multiple demands.
  • Teamwork orientation, valuing knowledge sharing and common goals.
  • Experience with Agile project methodologies (e.g., Scrum, Kanban, or similar practices).
  • Knowledge of Project Management, including organizing activities and tracking deadlines and deliverables.
  • Previous experience in Customer Service, Customer Experience, or contact center operations.
  • Advanced Excel skills for data analysis, information organization, and KPI tracking.
  • PowerPoint skills for preparing executive presentations and follow-up materials.
  • SharePoint experience for document organization, version control, and team collaboration.
  • Completed higher education (Bachelor's degree).
  • Courses or certifications in Agile Methodologies, Project Management, or Customer Experience are a plus.
  • Certifications in Agile methodologies will be considered an advantage.
  • Training related to customer service, operations management, or continuous improvement will be valued.

Benefits

  • Meal allowance
  • Transportation voucher
  • Food allowance
  • Childcare assistance
  • Health insurance
  • Dental insurance
  • Life insurance
  • Private pension plan
  • Partnerships with Gympass and Totalpass
  • Partnership with Univers (Drogasil and Droga Raia)
  • Access to visits, reservations, and accommodation at the Itaú Unibanco Club (Guarapiranga, Itanhaém, and São Sebastião)
  • Discounts and perks at partner stores and service providers across Brazil and Latin America
  • "Fique OK" employee well-being program
  • Corporate University
  • Discounts on financial products and services

Job title

Planning and Customer Service Management Analyst – Mid Level

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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