Hybrid Customer Success Advisory Specialist, CSA

Posted last month

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About the role

  • Customer Success Specialist leveraging analytical skills to enhance credit solutions at RPE. Analyzing performance metrics and supporting client relationships in a hybrid role.

Responsibilities

  • Analyze issuers' data and connect business information to generate actionable insights that strengthen credit granting and recovery operations;
  • Monitor key performance indicators for credit granting and recovery (e.g., Creliq, Loss) to identify patterns, opportunities, and risks; and
  • Develop executive narratives that facilitate understanding and decision-making for CSMs and issuers and that link to the solutions provided by RPE.
  • Structure, document, and update data-driven Success Playbooks based on industry best practices and lessons learned;
  • Guide and train CSMs on the practical application of the playbooks with each issuer;
  • Continuously monitor the results of growth and retention initiatives, recording evidence and lessons learned; and
  • Feed back and improve the playbooks based on actual performance, ensuring continuous evolution.
  • Support the CSM team in interpreting indicators and preparing strategic recommendations for issuers;
  • Serve as a technical reference on credit granting and recovery topics and solutions.

Requirements

  • Previous experience in analytical areas: credit, collections, recovery, and risk.
  • Solid knowledge of indicators and metrics for credit granting and recovery.
  • Strong ability to analyze and interpret data and generate practical insights.
  • Experience building reports, analyses, dashboards, or technical studies.
  • Skill in structuring clear, didactic, value-oriented narratives.
  • Ability to translate analyses into objective recommendations that CSMs can apply.
  • Proficiency with data analysis and visualization tools (Power BI, Looker, Data Studio, or similar).
  • Good verbal and written communication, with the ability to simplify complex topics.

Benefits

  • Hybrid: 2 days per week in the office (Vila Olímpia, São Paulo) and 1 day for client visits.

Job title

Customer Success Advisory Specialist, CSA

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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