Client Success Director leading and developing Maven's SMB Client Success segment. Responsible for client experience, revenue retention, and ensuring growth and scalability.
About the role
- Specialist in Tableau building advanced dashboards for decision-making using integrated data. Requires 3+ years of Tableau experience and proficiency in data visualization and analytics.
Responsibilities
- Design and develop advanced dashboards and reports in Tableau connected to the project's data sources (Salesforce, Data Cloud, external systems)
- Create executive visualizations: loss ratio (claims), portfolio management, customer scoring, churn prevention, financial analysis
- Develop operational dashboards: SLA metrics, service queues, average handling time (AHT), NPS, scheduling volume, no-show rate
- Configure data connections with Salesforce CRM Analytics and Data Cloud
- Implement program metrics dashboards (delivery time, cycle time, quality, custom KPIs)
- Create retention dashboards and predictive churn analytics
- Ensure dashboard performance and usability for different user profiles (operational, managerial, executive)
- Train key users on how to use the dashboards
Requirements
- 3+ years of experience with Tableau (Desktop, Server/Online, Prep)
- Experience with Tableau-Salesforce connections and Tableau CRM (formerly Einstein Analytics)
- Strong knowledge of data modeling for analytics and SQL
- Experience building dashboards for the healthcare sector or payers/operators is a plus
- Tableau Desktop Specialist or Tableau Data Analyst certification (desirable)
- Skill in data storytelling and visualization design
- Intermediate English
Benefits
- Health and dental insurance
- Meal and food allowance
- Childcare assistance
- Extended parental leave
- Partnerships with gyms and health & wellness professionals via Wellhub (Gympass) / TotalPass
- Profit Sharing (PLR)
- Life insurance
- Continuous learning platform (CI&T University)
- Discount club
- Free online platform dedicated to promoting physical and mental health and wellbeing
- Pregnancy and responsible parenthood course
- Partnerships with online course platforms
- Language learning platform
- And many more
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
Customer Success Manager working with private hospitals to facilitate the adoption of AI - driven health data solutions. Responsible for client engagement and retention strategies across a large user base.
Intern in Customer Success Management at GreenPocket, a smart energy startup. Engaging in projects to improve customer satisfaction and user experience.
CRM Analyst creating customer segmentation and insights to optimize marketing campaigns. Working at Pernambucanas in a hybrid model to enhance customer satisfaction.
Customer Success Manager at IMAIOS ensuring the successful onboarding and use of medical e - learning solutions for B2B clients in healthcare. Focused on relationship management and client satisfaction.
Customer Success Manager at Homebot assisting customers in leveraging the platform for retention and growth. Building long - term relationships with enterprise clients and managing key accounts.
Leads operational service excellence for high - value global customers at Digital Realty. Acts as a trusted advisor, ensuring customer health and long - term partnership.
Customer Success Manager responsible for client relationships and onboarding for amber's AI search platform. Focusing on customer retention and upselling strategies within a hybrid work model.
Leading the strategy for client retention and expansion at BONIFIQ. Focus on transforming clients into strategic partners through data intelligence and loyalty consulting.
Customer Success Analyst responsible for managing relationships and implementing solutions for loyalty platforms. Focused on data - driven strategies and high - level customer experiences.