Senior FCRM Testing Analyst responsible for executing compliance testing in financial crime risk management. Conducting research, analysis, and collaborating with partners throughout engagements.
About the role
- Customer Success Analyst for small businesses at Gupy. Responsible for client engagement and retention strategies to maximize platform value.
Responsibilities
- Manage a portfolio of approximately 150 small business accounts;
- Act in a consultative and strategic capacity;
- Conduct regular outreach and strategic meetings;
- Represent Gupy in building trusted relationships;
- Understand Recruitment & Selection processes;
- Develop success and engagement plans;
- Collaborate with internal teams;
- Contribute to the improvement of CS processes.
Requirements
- Previous experience in Customer Success or B2B account management, with a focus on managing customer portfolios at scale;
- Analytical mindset and data-driven focus;
- Proficiency with CS CRM tools (preferably Salesforce);
- Negotiation and problem-solving skills;
- Exceptional organization and time-management skills;
- Ability to translate data into actionable insights;
- Emotional intelligence and empathy;
- Familiarity with CS metrics such as NPS, CSAT, and Health Score.
Benefits
- Flexible working hours (yes, even when working from home);
- Meal allowance loaded on a Caju card;
- Medical plan 100% paid by Gupy for you, with co-payment required for legal dependents;
- Dental plan;
- Life insurance;
- Home office allowance;
- Physical health support through benefits such as Wellhub;
- Six-month maternity leave;
- Extended paternity leave;
- Five-day marriage leave;
- Internal recognition with Gupy Coins, redeemable as credit on your Caju card;
- Paid day off on your birthday;
- Short Fridays: on Fridays we finish work at 3:00 PM;
- Creditas payroll-deductible loans with lower interest rates;
- Financial education programs by Creditas;
- Férias&Co: annual credits to help you organize vacation trips;
- Woba: access to coworking spaces for Gupiers;
- Opportunity to become a shareholder/partner at Gupy.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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