Knewin

Customer Success Manager

• Manage a portfolio of clients autonomously, monitoring health, engagement, and account growth metrics;
• Plan and lead structured follow-up meetings and QBRs (Quarterly Business Reviews);
• Develop consultative relationships with client stakeholders to understand needs and identify business opportunities;
• Advise clients on best practices for using the product;
• Identify churn risk signals and execute proactive retention actions;
• Identify and pursue upsell and cross-sell opportunities in partnership with the sales team;
• Collaborate closely with Operations, Product, Support, and Sales teams;
• Recommend improvements to customer management processes and internal routines.

Mid-level Customer Success Analyst

• Configure platforms and handle other platform parameterizations for new clients;
• Maintain active communication with clients;
• Support account management by monitoring clients' journeys and engagement with the solution;
• Monitor success and adoption metrics, assisting with data analysis and insight generation;
• Assist platform users and onboard new clients, ensuring they understand the features;
• Support proactive outreach to clients via Meet, WhatsApp and phone;
• Assist in creating engagement and training flows and materials for clients;
• Identify and resolve bottlenecks in coordination with internal teams;
• Participate in meetings with clients and internal teams to ensure the best possible experience.

Customer Success Intern, Onboarding

Operations

• Monitor press/news coverage for various clients and sectors, performing actions such as curation, approval, and removal of monitored content;
• Register news items and make platform configurations as requested;
• Extract and send reports;
• Fill out tracking/control spreadsheets;
• Monitor and resolve support tickets submitted through the support channel;
• Interact with support teams: open and follow up on tickets.

Intern – Operations

Financial Planning and Analysis

• Apoio no recebimento, organização, classificação e arquivamento de documentos digitais;
• Acompanhamento, atualização e controle de planilhas;
• Envio de documentos e comunicações por e-mail;
• Atualização e manutenção de registros em sistemas internos;
• Elaboração e apoio na organização de planilhas e documentos;
• Abertura e acompanhamento de chamados de atendimento aos clientes;
• Alimentação e atualização de bases de dados em planilhas e sistemas diversos.

Jovem Aprendiz Financeiro

• The internship in the Intelligence area will be focused on supporting strategic activities, using technology tools aimed at monitoring and analyzing information.
• The intern will have the opportunity to experience the day-to-day of the area and support different fronts, such as:
• Data collection, organization, and analysis;
• Supporting the development of management and analytical reports;
• Creating and maintaining management controls;
• Supporting the operational and analytical activities of the Intelligence area.

Mid-level Customer Success Analyst

Customer Success Intern, Onboarding

Intern – Operations

Jovem Aprendiz Financeiro

Intern – Intelligence, Operations