Customer Success Analyst – Mid-level

Captei - Inteligência em Negócios Imobiliários

Analista de Customer Success gerindo carteira, retenção e expansão de clientes. Atuação consultiva em empresa brasileira de tecnologia voltada ao mercado imobiliário.

Posted 8/17/2026full-timeFlorianópolis • 🇧🇷 BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client portfolios with a focus on customer retention, renewals, and upselling. Proficient in analyzing Customer Success metrics and utilizing CRM tools to enhance customer experience and satisfaction.

Highest-signal resume keywords

Customer Success ManagementClient Portfolio ManagementRetention and Churn PreventionConsultative Meeting LeadershipCRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Success MetricsChurn AnalysisNPS KnowledgeHealth Score UnderstandingGoal TrackingUpselling TechniquesCross-Selling Techniques

Soft Skills

Clear CommunicationTrust-BuildingOrganizational SkillsAnalytical SkillsProactive Attitude

Tools & Technologies

CRM Software

Industry Keywords

B2B ExperienceSaaS ExperienceHigh-Growth CompaniesStartups

About the role

Key responsibilities & impact

Manage a portfolio of clients with autonomy
Monitor the customer journey, adoption, and progress in using the solutions
Monitor health, engagement, and satisfaction metrics for the portfolio
Proactively identify churn risks and develop action plans
Lead consultative follow-up meetings and results reviews
Work on customer retention, renewals, and reactivation
Identify upsell and cross-sell opportunities
Track individual and portfolio-level goals and KPIs
Log interactions, opportunities, and next steps in the CRM
Collect feedback and contribute to improving products, processes, and customer experience
Share best practices and contribute to the evolution of the Customer Success operation

Requirements

What you’ll need

Proven experience in Customer Success
Hands-on experience managing a client portfolio
Experience with retention and churn prevention
Experience with renewals, upselling and cross-selling
Ability to lead consultative meetings and present results to clients
Knowledge of Customer Success metrics
Organized and disciplined in CRM usage
Strong analytical skills and goal-orientation
Clear communication and ability to build trust-based relationships
Autonomy to manage daily routines, prioritize tasks, and make decisions within scope of responsibility
Collaborative, proactive profile and openness to feedback and change
Experience in technology companies or SaaS is a plus
Experience with B2B clients is a plus
Knowledge of churn, NPS, Health Score, retention and expansion is a plus
Experience in startups or high-growth companies is a plus
Bachelor's degree

Benefits

Comp & perks

Medical insurance
Dental insurance
Bonus
Complimentary breakfast
Career development plan
Meal allowance
Workplace exercise sessions
Seasonal fruit available
Day off
Fixed salary + variable pay tied to results