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About the role
Key responsibilities & impact- Lead the digital onboarding process for new client units, ensuring all SaaS modules are configured correctly to meet specific business needs.
- Serve as the primary point of contact for the client, managing relationships and translating platform capabilities into practical business solutions.
- Deliver training sessions for end users to drive high platform adoption and proficiency.
- Adapt and refine existing dashboards (migration from Power BI to E-charts) to match individual client unit requirements.
- Monitor platform engagement metrics and proactively identify opportunities to optimize performance.
- Act as a liaison between the client and the internal technical team to address requests and ensure project viability.
Requirements
What you’ll need- Fluency in English AND native/near-native proficiency in at least one of the following languages: Portuguese, Italian, or Greek.
- Proven experience in Client Success, software implementation, or data analysis with a strong client-facing component.
- Advanced Excel skills for data refinement.
- Proficiency with Power BI (ability to manipulate and explain dashboards; deep architecture/DAX knowledge is a plus but not required).
- Familiarity with SaaS environments.
- Excellent communication skills.
- High level of autonomy, initiative, and a consultative communication style.
- Passion for AI-driven productivity; experience using Claude or similar large language models (LLMs) for performance optimization is highly valued.
Benefits
Comp & perks- Flexible contract model
- Training and development opportunities
- Remote work
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Data AnalysisDashboard ManipulationDAX KnowledgePerformance OptimizationData Refinement
Soft Skills
Excellent Communication SkillsHigh Level of AutonomyInitiativeConsultative Communication Style
