Customer Service Specialist in CommBank’s Funding & Settlements team managing business loan processes. Collaborating with stakeholders and providing exceptional customer service to internal and external clients.
About the role
- Customer Success Analyst for a business education company in growth. Focus on client onboarding and support in hybrid work arrangement from Vila Velha, ES.
Responsibilities
- Act empathetically, analytically and consultatively in supporting clients throughout their journey.
- Conduct regular video call meetings focused on business diagnosis, progress tracking and strategic alignment.
- Provide ongoing support via WhatsApp with a guiding, consultative approach.
- Execute onboarding for clients and teams, explaining products, services and how to apply the methodology.
- Monitor engagement, progress and risk signals (disengagement, stagnation, attrition).
- Act proactively to mitigate churn and manage detractor customers.
- Carry out offboarding processes, analyze causes and ensure appropriate handling.
- Collect feedback and success metrics, generating strategic insights for Product and leadership.
- Collaborate with mentors to ensure an integrated experience aligned with the value proposition.
- Update records of interactions, diagnoses and client progress in GPS. Respond to client questions in Hotmart comments with a technical and advisory stance.
Requirements
- Experience in customer service/support
- Strong communication and interpersonal skills
- Experience in customer onboarding and ongoing client monitoring
- Bachelor's degree completed or in progress in Business Administration, Commercial Management, Marketing, Advertising, Accounting or related fields
- Experience in consultative support for corporate clients
- Experience with CRM tools
- Availability to work in a hybrid arrangement in Vila Velha, ES
Benefits
- Commuter allowance (VT)
- Meal allowance (VA)
- Health insurance
- Hybrid work – 3 days on-site in Vila Velha, ES
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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