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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
customer success managementaccount managementproject managementdata analysisbusiness metricsKPI assessmentprocess managementcontinuous improvement methodologiesautomationexecutive presentations
Soft Skills
analytical skillsverbal communicationwritten communicationorganizational skillsproblem-solving mindsetproactive approachleadershipcustomer retention strategiesstrategic planningcollaboration
Tools & Technologies
CRM platformsCustomer Success platformsBI toolsdata visualization toolsproject tracking softwaredigital payment systemsconversational channelsautomation toolsplaybooksframeworks
Industry Keywords
SaaStechnologyfintechtelecomcustomer service automationdigital journeysupsellcross-sellrevenue expansionoperational efficiency
About the role
Key responsibilities & impact- Account portfolio management and revenue expansion
- Identify opportunities for upsell, cross-sell and increased product usage.
- Propose and execute strategies to grow recurring revenue and improve customer retention.
- Lead executive follow-up meetings and present results.
- Develop customer success plans aligned with clients’ business objectives.
- Operational management and governance
- Monitor all initiatives and projects underway within the portfolio.
- Ensure prerequisites, dependencies and deliverables are properly mapped and met.
- Act as the primary point of contact between customers and internal teams (Product, Engineering, Implementation, Support and Operations).
- Monitor execution risks, delays and impacts on customers.
- Results and performance analysis
- Build and track customer success metrics and indicators.
- Assess the impact of implemented actions using KPIs and business metrics.
- Perform quantitative and qualitative analyses to validate outcomes.
- Identify successful initiatives and structure replication plans for other customers.
- Continuous improvement and scalability
- Review, document and optimize Customer Success and Implementation processes.
- Create and evolve playbooks, frameworks and operational routines.
- Identify bottlenecks and opportunities for automation.
- Implement best practices to increase predictability, operational efficiency and value delivery.
Requirements
What you’ll need- Previous experience in Customer Success, Account Management, Consulting or related areas.
- Experience managing projects and tracking multidisciplinary deliverables.
- Strong analytical skills and command of business metrics.
- Experience creating executive presentations and leading client meetings.
- Ability to turn data into actionable recommendations.
- Excellent verbal and written communication skills.
- Proactive, organized and problem-solving mindset.
- Nice to have: Experience in SaaS, technology, fintech or telecom companies.
- Knowledge of CRM and Customer Success platforms.
- Experience with data analysis and BI tools.
- Experience with continuous improvement methodologies and process management.
- Familiarity with digital journeys, conversational channels (WhatsApp), digital payments or customer service automation.
Benefits
Comp & perks- Unimed health insurance plan — coverage extended to dependents with no per-dependent discount;
- Profit-sharing (PLR);
- Birthday day off;
- Work-from-home allowance;
