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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing high-value corporate client accounts, focusing on strategic onboarding, account health analysis, and revenue protection through effective churn-mitigation strategies. Proficient in leveraging data analytics tools to drive actionable insights and enhance client success.
Highest-signal resume keywords
Customer Success ManagementAccount Health AnalysisData Analytics with MetabasePipedrive CRM ProficiencyContract Renewal Strategy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account Lifecycle ManagementStrategic OnboardingClient TrainingChurn MitigationUsage Data Analysis
Soft Skills
Proactive CollaborationNegotiation SkillsEmpathy and Supportiveness
Tools & Technologies
MetabaseTableauPipedrive CRMSalesforceDocuSign
Industry Keywords
High-Value Corporate ClientsRecurring Revenue ExpansionContract ReviewCross-Departmental CoordinationSuccess Milestones
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Take full ownership of the account lifecycle, from receiving and reviewing the contract, designing and executing strategic onboarding, delivering comprehensive client training for benefit adoption, through to tracking success milestones and executing retention or renewal strategies.
- Design efficient processes for high-value corporate clients (1,000 to 10,000 lives), ensuring a smooth integration and accelerating time-to-value.
- Work in close coordination with the CS Core team (Wellhub) to synchronize integration timelines, mitigate implementation risks, and streamline cross-departmental deliveries.
- Develop tailored solutions in collaboration with internal teams, leveraging real client feedback to continuously mature and refine the area’s operational workflows.
- Proactively identify and execute strategic upsell and cross-sell opportunities within the accounts under your management.
- Protect revenue through predictive risk modeling, early identification of threats, and execution of robust churn-mitigation plans.
- Consistently maximize the value of each account, turning successful implementations into marketable and referenceable success stories.
- Inspire and empower others by prioritizing your own and your colleagues’ well-being. Foster a supportive environment where everyone feels comfortable taking care of themselves and achieving a healthy work–life balance.
Requirements
What you’ll need- Experienced Customer Success professional managing mid-market accounts, enterprise clients, or highly strategic client portfolios in a consultative manner.
- Deep, hands-on knowledge of account health analysis (Health Score), experience generating strategic metric reports, and the ability to translate raw usage data into meaningful action plans for customers.
- Comfortable analyzing usage data; experience with Metabase is a strong differentiator, but similar experience with tools like Tableau is also highly regarded.
- Knowledge of the Pipedrive CRM is a valuable strategic advantage. Comfort and clarity organizing customer data in similar systems such as Salesforce or Sensedata is also considered.
- Ability to negotiate customized workflows autonomously, manage customers’ tactical day-to-day needs, and pivot contractual strategies flexibly to ensure alignment with business objectives.
- Proven track record of resilient performance in complex high-value contract renewals and recurring revenue (MRR) expansion. Familiarity with contract review and electronic signature tools (such as DocuSign) is highly desirable.
- Proficiency in English is considered an important advantage for the role due to Wellhub’s global organizational structure (although it is not a requirement for day-to-day management of national accounts).
- Proactive, collaborative profile, capable of working cross-functionally with different internal teams.
- Availability to work in a hybrid format in São Paulo (presence required in the office every Wednesday).
Benefits
Comp & perks- Free Gold+ plan, with access to thousands of gyms and studios, digital fitness programs, and online resources for meditation, nutrition, mental health support, sleep routines, and more. You may also add up to 3 family members to your plan so the people who matter most to you have access to well-being.
- A unique, comprehensive resource for mental well-being. Wellz offers personalized journeys that combine weekly cognitive-behavioral therapy sessions (52 per year) with on-demand content.
- Health plan, dental plan, and life insurance.
- With a work model that prioritizes flexibility, we offer hybrid and remote positions so you have the freedom to work in the way that suits you best. The working model for this specific role can be discussed with the recruiter and leadership. When you join Wellhub, you can also use our home office reimbursement to set up your home workspace!
- Flexibility is not only about where we work—it also means shaping how and when we work. In partnership with your leaders, people set their schedules to align with different time zones, team needs, and personal routines.
- Disconnecting and recharging is important. That’s why we offer vacation after 6 months of employment + 3 days off per year + 1 additional company day off per year (adding up to up to 5 days) + 1 day off in your birthday month.
- Welcoming a new family member is one of life’s most special moments. We want every employee to be truly present during that time, so we offer 100% paid parental leave to all new parents. Birth parents are also entitled to extended leave (Empresa Cidadã) and a ramp-back period in which they can work part-time while adjusting to the new routine.
- Access to global learning platforms, participate in interactive sessions, build your personalized development map, and explore internal opportunities. We focus on continuous learning and feedback to support your personal and professional growth.
- Join a dedicated team that comes together to push boundaries, support one another, and create lasting impact in corporate well-being. We win together by cultivating trust through transparent communication and a culture where every perspective matters.
