Dr. Finanças

Customer Support

• Serve as the primary point of contact for active clients, providing support and guidance with empathy and clarity
• Monitor clients’ day-to-day activities and ensure their requests are resolved within agreed timelines
• Route requests to the appropriate teams, ensuring a smooth, seamless experience
• Keep service records and each client’s status up to date in internal tools
• Track deadlines and outstanding issues, keeping the client informed at all times
• Support mid-level and senior analysts with more complex requests
• Collaborate with Accounting, Tax, and Customer Success teams
• Contribute ideas to improve the customer experience and optimize processes.

Ongoing Customer Success Analyst

• Assist our customers via chat, email, or phone, resolving questions and issues with empathy and efficiency;
• Route requests to specialized departments, ensuring responses are provided within the expected timeframe;
• Provide clear and accurate information about our products and services;
• Keep customer information and the status of interactions updated in internal systems (CRM, ticketing, etc.);
• Follow service and communication standards to ensure quality and consistency;
• Collaborate with Customer Success, Product, and Operations teams to resolve complex cases;

Ongoing Customer Success Analyst

Customer Support Representative