DocPlanner

CRM Consultant – Automation

DocPlanner

full-time

Posted on:

Location Type: Remote

Location: Brazil

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About the role

  • Work with the Customer Success team to understand the customer journey, identify risk signals, and detect retention and revenue opportunities.
  • Translate analyses and insights from the customer base into practical, repeatable actions.
  • Use automation tools and AI assistants to scale and increase the efficiency of campaigns.
  • Monitor engagement, retention, and churn metrics, conducting ongoing tests and campaign optimizations.
  • Analyze the customer base to identify behavior patterns, segmentation opportunities, and proactive engagement or intervention points.
  • Design and implement retention and engagement campaigns at different stages of the customer journey.
  • Build scalable retention processes and playbooks for churn prevention.
  • Collaborate with Sales, Marketing, Product, and RevOps to ensure consistency in customer relationship initiatives.

Requirements

  • Advanced/Fluent English (interview 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 in CRMs such as HubSpot or Salesforce (especially for building workflows 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 environments or technology companies.
Benefits
  • Time-bank hours that can be taken as compensatory time off later;
  • Home office allowance;
  • Meal/Food allowance via a flexible iFood card;
  • Medical and dental insurance, and group life insurance;
  • Childcare assistance;
  • StarBem for mental health and well-being;
  • iFeel app for emotional support;
  • Wellhub for you and up to 3 dependents;
  • Pet plan to extend care to your pet as well;
  • Birthday day off and company anniversary day off so you can celebrate as you prefer;
  • Partnership club offering discounts with housing partners and educational institutions (e.g., universities and language schools);
  • Special leave: in the event of the death of a loved one, we offer 10 days;
  • In case of a pet's death, 2 days of leave;
  • Marriage leave: 7 days;
  • New baby? We offer 30 days for the father and 6 months for the mother;
  • Referral program offers up to R$600 per referral who remains 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 managementcampaign optimizationdata analysisbehavior pattern identificationsegmentationretention strategiesengagement campaignschurn preventionworkflow automation
Soft Skills
strong communicationcollaborationproblem-solvinganalytical thinkingcustomer-focusedadaptabilityteamworkstakeholder engagementproactive approachcreativity