DocPlanner

Customer Lifecycle, Automation Consultant

DocPlanner

full-time

Posted on:

Location Type: Remote

Location: Curitiba • Brazil

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Work with the Customer Success team to understand the customer journey, identify risk signals and opportunities for retention and revenue.
  • Translate analyses and customer base insights into practical, repeatable actions.
  • Use automation tools and AI assistants to scale and increase the efficiency of campaigns.
  • Monitor engagement, retention and churn metrics, performing continuous testing and optimization of campaigns.
  • Analyze the customer base to identify behavior patterns, segmentations and opportunities for engagement or proactive intervention.
  • Design and implement retention and engagement campaigns at different stages of the customer journey.
  • Structure scalable retention and churn-prevention processes and playbooks.
  • Collaborate with areas such as Sales, Marketing, Product and RevOps to ensure consistency in customer relationship initiatives.

Requirements

  • Advanced / fluent English (selection process stages in English and daily interaction with stakeholders);
  • Experience creating and executing automated campaigns focused on engagement and/or retention and managing customer journeys.
  • Proficiency with CRMs such as HubSpot or Salesforce (mainly for building flows and automations).
  • Experience using AI tools applied to campaign automation or process optimization.
  • Strong communication skills and ability to collaborate with multiple teams.
  • Preferred (not mandatory): Previous experience in SaaS or tech companies.
Benefits
  • Flexible hours bank as time off, to be used later;
  • Home office allowance;
  • Meal/Food allowance loaded on a flexible Ifood card;
  • Medical, dental and group life insurance;
  • Childcare assistance;
  • StarBem for mental health and wellbeing;
  • iFeel app for emotional support;
  • Wellhub coverage for you and up to 3 dependents;
  • Pet plan extending care to your pet as well;
  • Birthday and company-anniversary Day Off so you can celebrate as you prefer;
  • Partnerships club, with deals on housing and discounts with educational institutions such as colleges and language schools;
  • Enhanced leave policies: 10 days for bereavement of a loved one; 2 days in case of pet death. Got married? 7 days off! New baby? We offer 30 days for the father and 6 months for the mother;
  • Referral Program offering up to R$600 per referral who stays with us for more than 6 months.
Applicant Tracking System Keywords

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

Hard Skills & Tools
automated campaignscustomer journey managementdata analysiscampaign optimizationcustomer segmentationretention strategieschurn preventionbehavior pattern analysisprocess optimization
Soft Skills
strong communicationcollaborationstakeholder engagement