Customer Success Analyst managing medium to high complexity client relationships in São Paulo, optimizing retention and expansion strategies. Focused on performance-driven client engagement and satisfaction.
Responsibilities
Manage a portfolio of medium to high-complexity clients, ensuring retention and expansion;
Plan and execute Customer Success (CS) routines;
Develop and maintain relationships with clients;
Conduct account kickoffs, ensuring timelines and alignment of expectations;
Assess client maturity and propose short-term actions aligned with strategy;
Facilitate meetings and presentations, delivering insights on usage, engagement, and outcomes;
Ensure cadence of QBRs (Quarterly Business Reviews) and strategic alignments;
Build business cases for upsell and cross-sell opportunities and lead negotiations;
Develop recovery plans for at-risk accounts and monitor health indicators;
Prioritize requests based on impact and monitor SLA compliance;
Coordinate internally with Product, Operations, Finance, and Legal to ensure solution delivery;
Gather feedback, review processes, and suggest incremental improvements;
Collaborate with the CS team to review processes and recommend incremental improvements;
Document learnings and best practices to ensure knowledge continuity;
Share experiences with peers and support training of junior colleagues.
Requirements
Previous experience in Customer Success, customer support, or B2B account management (in technology or related fields)
Consultative, analytical, and results-oriented profile
Strong communication skills and the ability to lead meetings with decision-makers
Experience with expansion processes, contract management, and negotiations
Organized, autonomous, and able to manage multiple priorities
Intermediate Excel skills (data analysis) and familiarity with CRM, BI, and project management tools.
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