Specialist in Portfolio Management and Expansion

Clicksign

Specialist in Portfolio Management and Expansion responsible for managing strategic client relationships for Clicksign. Driving revenue growth and customer satisfaction through strategic account management.

Posted 7/3/2026full-timeRemote • 🇧🇷 BrazilMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Develop relationships within assigned accounts across all lines of business;
Contribute to customer success throughout the customer lifecycle by proactively engaging with Clicksign teams, identifying expansion opportunities and reducing churn risk;
Monitor and support customer satisfaction, engagement, retention and related metrics for the customer portfolio using available tools, proposing improvement actions when necessary;
Propose and implement continuous improvement initiatives to enhance product experience and adoption, collaborating with Clicksign Solutions and Product teams and sharing insights;
Follow up on and document customer requests through the official communication channels;
Maximize adoption of our solutions and services by presenting best practices and designing initiatives aimed at achieving the customer’s desired outcomes;
Manage performance for complex customers in their use of products and services, tracking customer success criteria and anticipating potential issues;
Prepare and present monitoring reports on key customer indicators when needed.

Requirements

What you’ll need

Previous experience in the SaaS market.
Experience using HubSpot.
Commercial profile and results-oriented mindset.
Experience with portfolio expansion (upsell and cross-sell).
Comfortable negotiating with strategic clients.
Ability to execute quickly and prioritize tasks.
Autonomy in decision-making.
Analytical mindset combined with strong execution skills.
Sense of urgency.
Plus: experience in the financial sector or fintech operations.

Benefits

Comp & perks

100% remote work.
A culture of trust, focused on results and offering strong challenges and learning opportunities.
Autonomy and ownership in a collaborative, empathetic environment.
Feedback culture and regular 1:1s with supportive leadership and no micromanagement.
Comprehensive benefits including meal/food allowance, childcare assistance, home office support, health coverage, education and culture benefits, Gympass, birthday day off, discounts on therapy and English courses, among other partnerships.

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Results-Oriented MindsetNegotiation SkillsAutonomy in Decision-MakingStrong Execution SkillsSense of Urgency