Senior Customer Success Manager at Trulioo responsible for customer success and revenue growth. Engage with high - profile clients in digital identity verification market and manage strategic relationships.
About the role
- CRM and Lifecycle Analyst managing customer engagement strategies for fintech company. Engaging clients post-onboarding and optimizing communication to ensure utilization of services.
Responsibilities
- Execute the engagement strategy: create and manage communication cadences for customers who have completed onboarding, ensuring they use the Conta Simples account on a recurring basis.
- Identify expansion/upsell opportunities: analyze customer behavior to find triggers for increased usage and offer solutions that make sense for each company’s stage.
- Drive card usage: develop campaigns and automations focused on increasing transaction volume (TPV) via corporate cards.
- Collaborate with the Product team: work with PMs to translate new features into engagement campaigns that drive immediate adoption.
- Produce incentive campaigns, MGM (referral) programs, educational training and other projects with potential to keep customers active and continuously growing.
- Work together with Customer Success (CS): proactively identify risky behaviors (churn) and create reactivation flows to ensure customer retention.
- Operate the CRM stack: implement multichannel journeys and campaigns using HubSpot, MoEngage and Blip.
- Optimize processes with AI: use artificial intelligence tools to scale content creation, analyze behavioral data and personalize messaging.
Requirements
- Experience in Lifecycle or CRM: strong track record creating relationship cadences, multichannel flows and hyper-personalization strategies based on segmentation and behavior.
- Analytical mindset: ability to interpret numbers and turn behavioral data into campaign hypotheses.
- Test and optimization expertise: hands-on experience with A/B testing, campaign performance analysis and implementing continuous improvements across engagement channels.
- Tool proficiency: practical experience with HubSpot and, preferably, mobile/web engagement platforms (such as MoEngage or similar) and Blip.
- Communication and collaboration: ability to work across Product and Customer Success teams, aligning expectations and deliveries.
- Results focus (revenue-driven): understanding of business metrics such as LTV, Churn and TPV.
- Content and communication management: experience curating and copywriting newsletters, producing educational materials (tutorials, trainings) and managing customer bases and communities.
- Prior experience in fintechs or B2B startups is a plus.
Benefits
- Nationally recognized health plan with no monthly fee and no co-payment for our #Simplers and up to 2 legal dependents
- Nationally recognized dental plan with no monthly fee and no co-payment for our #Simplers and up to 2 legal dependents
- Flex food credited to the iFood Benefícios card
- Mobility allowance on the iFood Benefícios card
- Wellhub – available to legal dependents (children and spouses)
- Birthday-off (take your birthday off to enjoy your day with loved ones!)
- Partnerships with educational institutions
- Zenklub (Mental Health) – mental health platform offering 4 free therapy sessions per month for each Simpler
- Life insurance
- Extended parental leave (maternity 180 days and paternity 45 days), also valid for adoptive mothers and fathers under the same rules as non-adoptive parents
- Childcare assistance – for children up to 1 year old
- Onhappy (Travel) – travel benefit with exclusive discounts on hotels, flights and experiences to help you travel better
- Guapeco (Pet Health) – pet health partnership with special conditions on an individual subscription model
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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