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Mid-Level Customer Success Planning and Performance Analyst
CajuAnalyst role at Caju, a tech company, focusing on performance insights for customer success. Collaborating across teams to drive data-driven decision making and business growth.
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Leverage AI to accelerate analyses and daily productivity, and to explore and build solutions (agents, automations, copilots) that scale the operation's intelligence.
- Document processes and assumptions for information management and for AI adoption.
- Act as a strategic partner to Customer Success leadership in defining and tracking the key health metrics for the SMB (PME) portfolio (e.g., portfolio coverage, NPS, churn, expansion).
- Translate retention, engagement, and expansion targets into operational goals for the CS team, ensuring a scalable and segmented approach to the customer portfolio.
- Ensure predictability of recurring revenue by analyzing churn, contraction (downgrades), and identifying expansion opportunities (upsell/cross-sell) at scale.
- Structure analyses of the customer base to identify usage patterns, mass churn risks, and levers for growth and engagement.
- Develop and maintain dashboards and reports that provide CS leadership with a clear view of portfolio health, team performance, and the impact of initiatives.
- Monitor and optimize SMB customer journey metrics, such as onboarding time and adoption levels of key features.
- Actively participate in CS team rituals, providing data-driven insights about the portfolio to support strategic and tactical decisions.
- Serve as a bridge between Product, Marketing, and Data teams and the CS team to ensure SMB customer needs and feedback are addressed effectively.
- Propose and implement process and automation improvements focused on scaling, efficiency, and consistency in customer servicing and portfolio management.
- Contribute to the definition and review of retention goals and strategies based on analysis of customer behavior and portfolio performance.
Requirements
What you’ll need- Bachelor's degree, preferably in quantitatively oriented fields: Engineering, Statistics, Economics, Business Administration, or related areas.
- Solid experience in data manipulation and analysis, from querying information to translating it into actionable business insights.
- Previous experience in commercial planning, Sales Operations, CS Operations, or equivalent BI/Planning roles supporting revenue areas.
- Hands-on experience setting and/or managing targets and performance indicators.
- Proficiency in SQL, Excel, and data manipulation and visualization tools (e.g., Metabase, Databricks, Power BI).
- Comfortable presenting results and recommendations to stakeholders at different levels, including executive leadership.
- Analytical curiosity and diligence in working with data.
Benefits
Comp & perks- Caju Card, offering flexible use of benefits (Meal, Grocery, Mobility, Health, Home Office, Culture and Education)
- Health insurance with no co-pay
- Zenklub — online therapy and coaching sessions to support mental health
- Wellhub
- We encourage language learning through a partnership with Rosetta Stone
- Recharge Day — additional day off
- Conexa Saúde — online medical consultations
- Childcare allowance
- Partnership with Alura (online learning platform)
- Remote work — work from anywhere within Brazil
- We provide work equipment
- Many growth opportunities — we are growing and hope you will help us do that!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data manipulationdata analysisSQLExceldata visualizationcommercial planningSales OperationsCS Operationsperformance indicatorscustomer behavior analysis
Soft Skills
analytical curiositydiligencecommunicationstrategic partnershipdata-driven insightspresentation skillscollaborationproblem-solvingadaptabilitycustomer focus
Certifications
Bachelor's degree in EngineeringBachelor's degree in StatisticsBachelor's degree in EconomicsBachelor's degree in Business Administration