Customer Success and Operations Analyst – CS Ops & Onboarding

Operativa Gestao de Pessoas

Analista de Sucesso do Cliente e Operações at a tech company providing financial intelligence solutions. Responsible for onboarding, support, and customer engagement.

Posted 6/26/2026full-timeRemote • BrasilMid-LevelSenior💰 R$3,500 per monthWebsite

About the role

Key responsibilities & impact

Conduct alignment meetings, support clients with system configuration, and guide solution deployment.
Act as a strategic support contact for clients, ensuring clarity, guidance, engagement, and continued use of the solutions.
Cross-reference data from multiple systems, such as CRM, chat, and internal platforms, to validate information, identify process gaps, and support decision-making.
Build objective, visual, data-driven reports, clearly separating metrics, facts, and interpretations.
Create, review, and maintain guides, tutorials, FAQs, explanatory videos, and other educational materials for clients.
Log activities, update statuses, organize deliverables, and maintain traceability of requests in tools like Jira, Trello, Asana, or similar.
Respond to questions, guide users, handle sensitive situations, and translate technical topics into simple, accessible language.
Keep files, records, materials, and documentation organized in tools such as Google Drive, Jira, and internal systems.

Requirements

What you’ll need

Experience in Customer Success, CS Ops, onboarding, B2B support, or related areas;
Strong written and verbal communication skills;
Organization, discipline, and self-management;
Familiarity with CRM, task-management tools, and spreadsheets;
Ability to explain processes clearly and didactically;
Analytical, solution-oriented, and attentive in client relationships.

Benefits

Comp & perks

Unlimited Free Telemedicine: 24/7 video medical consultations at no additional cost, extended to your dependents (spouse and children).
Life and Personal Accident Insurance: Full coverage by MetLife effective from the first day of employment.
Income Protection (DIT): Daily benefit for Temporary Disability due to accidents, ensuring you are not left financially unprotected if you need to take leave.
Health & Wellness Package: Exclusive individual access to the Telemedicine + TotalPass combo at attractive rates, enabling access to top gyms in your area.
Access to Cooperative Rates: Option to join health, dental, and pet insurance plans with exclusive terms and rates below the traditional market.
Benefits Club (Lincard): Virtual club offering discounts for cinemas, amusement parks (such as Hopi Hari), and major online retailers (Fast Shop, etc.).

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisreportingsystem configurationsolution deploymentprocess validationeducational material creationmetrics interpretation

Soft Skills

communicationorganizationself-managementanalytical thinkingsolution-orientedclient relationship management