Floowi Inc

Customer Success Manager

Floowi Inc

full-time

Posted on:

Location Type: Remote

Location: Brazil

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About the role

  • Lead structured onboarding and training for new clients, ensuring they understand the platform setup, core workflows, and data integrations.
  • Conduct ongoing training for existing clients when new features are launched or when adoption gaps are identified.
  • Run weekly or bi-weekly cadenced meetings with large account stakeholders, proactively identifying issues and expansion opportunities.
  • Translate customer feedback into actionable product requirements and communicate them effectively to the product and engineering teams.
  • Create and maintain self-service documentation, FAQs, and training resources to support client autonomy and reduce support tickets.

Requirements

  • Experience in customer success or account management, particularly in a SaaS or financial technology environment.
  • Strong ability to facilitate training sessions and support clients across different workflows and product features.
  • Experience using CRM tools such as HubSpot or Salesforce to manage account data and track engagement.
  • Excellent communication skills, both written and verbal, with the ability to adapt to different audiences (executives, technical teams, end-users).
  • Experience gathering client feedback and working cross-functionally with product and engineering teams to drive product improvements.
Benefits
  • Competitive salary in USD
  • Remote-first flexibility. Work from anywhere.
  • A monthly flexible benefits budget, in addition to your salary.
  • PTO and paid U.S. holidays
Applicant Tracking System Keywords

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

Soft Skills
facilitationcommunicationclient supportproblem identificationcross-functional collaboration