Global

Customer Success Manager

• Manage a portfolio of clients, ensuring engagement and adoption of Global's solutions.
• Build consultative relationships with clients, understanding their needs and proposing strategic solutions.
• Monitor success indicators (KPIs), such as remittance submissions (borderôs), receivables recovery and churn, ensuring performance, cadence and retention.
• Proactively prevent churn by identifying risks and proposing actions to increase customer satisfaction.
• Collaborate with Sales, Finance and Operations to optimize the customer journey.
• Create action plans to improve the customer experience based on feedback, analysis and best practices.
• Present performance reports and recommendations to internal and external stakeholders.

Customer Success Analyst

Business Development Rep

• Conduct active prospecting of new clients via email, phone, LinkedIn and other lead-generation tools.
• Identify and qualify companies with potential fit for Neocredit's solutions.
• Schedule qualified meetings for the sales team.
• Perform market research and map strategic accounts.
• Log and track interactions with leads in the CRM.
• Support outbound campaigns and the generation of commercial opportunities.
• Collaborate with marketing and sales to optimize opportunity generation.
• Contribute to the growth of the company's sales funnel.

Customer Success Analyst

BDR – Prospecting Analyst